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Fiserv
FI

Overview Fund Activity

1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M

Top Buyers

1
VH
ValueAct Holdings
California
+$518M
2
Harris Associates
Harris Associates
Illinois
+$453M
3
Dodge & Cox
Dodge & Cox
California
+$275M
4
Franklin Resources
Franklin Resources
California
+$229M
5
Parnassus Investments
Parnassus Investments
California
+$176M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$460M
3
FPP
Findlay Park Partners
United Kingdom
-$303M
4
Ameriprise
Ameriprise
Minnesota
-$249M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1376
Foundry Partners
Minnesota
– -$659K -6,161 Closed
WCM
1377
Weld Capital Management
New York
– -$649K -6,073 Closed
TF
1378
TLWM Financial
Texas
– -$595K -5,589 Closed
MCM
1379
Maltese Capital Management
New York
– -$535K -5,004 Closed
PP
1380
Prudential plc
United Kingdom
– -$532K -4,975 Closed
CM
1381
Capula Management
Cayman Islands
– -$529K -4,949 Closed
SC
1382
Shay Capital
New York
– -$481K -4,500 Closed
DFCM
1383
Dark Forest Capital Management
Puerto Rico
– -$474K -4,430 Closed
WMA
1384
Wealth Management Associates
New Jersey
– -$466K -4,359 Closed
DCM
1385
Donaldson Capital Management
Indiana
– -$465K -4,352 Closed
APP
1386
Alpha Paradigm Partners
Illinois
– -$438K -4,099 Closed
IC
1387
Inscription Capital
Texas
– -$429K -4,010 Closed
BEI
1388
Benjamin Edwards Inc
Missouri
– -$404K -3,778 Closed
QTM
1389
qPULA Trading Management
New York
– -$402K -3,757 Closed
PM
1390
Parametrica Management
Hong Kong
– -$380K -3,553 Closed
WAM
1391
Wolverine Asset Management
Illinois
– -$346K -3,237 Closed
MIH
1392
Meitav Investment House
Israel
– -$321K -3,006 Closed
GA
1393
GFS Advisors
Texas
– -$315K -2,945 Closed
LOAMS
1394
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$314K -2,937 Closed
LBD
1395
Landsberg Bennett & Dubbaneh
Florida
– -$307K -2,882 Closed
CWM
1396
Circle Wealth Management
New Jersey
– -$297K -2,781 Closed
WFI
1397
West Family Investments
California
– -$293K -2,740 Closed
CANY
1398
Caxton Associates (New York)
New York
– -$283K -2,645 Closed
GLA
1399
Great Lakes Advisors
Illinois
– -$275K -2,574 Closed
LSAG
1400
Lake Street Advisors Group
New Hampshire
– -$285K -2,565 Closed
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