FI icon

Fiserv
FI

Overview Fund Activity

1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$958M
2
Harris Associates
Harris Associates
Illinois
+$841M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$462M
4
CWG
C WorldWide Group
Denmark
+$387M
5
Barclays
Barclays
United Kingdom
+$198M

Top Sellers

1
MCM
Melvin Capital Management
New York
-$990M
2
DZ Bank
DZ Bank
Germany
-$362M
3
MC
Maplelane Capital
New York
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$195M
5
Goldman Sachs
Goldman Sachs
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1401
V Wealth Advisors
Kansas
– -$224K -1,967 Closed
ESCM
1402
Echo Street Capital Management
New York
– -$222K -1,947 Closed
E
1403
Ergoteles
New York
– -$205K -1,800 Closed
RPWA
1404
Regent Peak Wealth Advisors
Georgia
– -$173K -1,520 Closed
PWPS
1405
Pinnacle Wealth Planning Services
Ohio
– -$142K -1,251 Closed
ICM
1406
Islay Capital Management
Texas
– -$131K -1,150 Closed
CCA
1407
Childress Capital Advisors
Texas
– -$115K -1,009 Closed
NIM
1408
NuWave Investment Management
New Jersey
– -$105K -921 Closed
IA
1409
Inspire Advisors
Idaho
– -$102K -900 Closed
MAM
1410
Magellan Asset Management
Australia
– -$69K -608 Closed
CTFG
1411
Capstone Triton Financial Group
Oklahoma
– -$66K -579 Closed
BWM
1412
Birchcreek Wealth Management
Ohio
– -$42K -374 Closed
CAAS
1413
Capital Asset Advisory Services
Michigan
– -$34K -295 Closed
VCG
1414
Vantage Consulting Group
Virginia
– -$26K -229 Closed
OIM
1415
Oder Investment Management
California
– -$24K -204 Closed
AWG
1416
Altus Wealth Group
Colorado
– -$22K -193 Closed
SIAG
1417
Safeguard Investment Advisory Group
California
– -$15K -140 Closed
BSSFA
1418
Baron Silver Stevens Financial Advisors
Florida
– -$15K -136 Closed
TAM
1419
Tucker Asset Management
Colorado
– -$15.4K -135 Closed
LWA
1420
Lenox Wealth Advisors
New York
– -$15K -130 Closed
CWM
1421
Curi Wealth Management
North Carolina
– -$11K -102 Closed
ACA
1422
Atlas Capital Advisors
Wyoming
– -$9.91K -87 Closed
LFG
1423
Larson Financial Group
Missouri
– -$10K -86 Closed
TIAM2
1424
Tru Independence Asset Management 2
Oregon
– -$9K -82 Closed
ICP
1425
Interchange Capital Partners
Pennsylvania
– -$6K -54 Closed
54 55 56
57
58