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Fiserv
FI

Overview Fund Activity

1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$919M
2
VH
ValueAct Holdings
California
+$567M
3
Harris Associates
Harris Associates
Illinois
+$409M
4
Macquarie Group
Macquarie Group
Australia
+$261M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$840M
3
Bank of America
Bank of America
North Carolina
-$703M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
5
CG
Carmignac Gestion
France
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1401
Bison Wealth
Georgia
– -$238K -2,000 Closed
BWCS
1402
Beirne Wealth Consulting Services
Connecticut
– -$238K -2,000 Closed
AWM
1403
Altium Wealth Management
New York
– -$234K -1,963 Closed
BO
1404
BRR OpCo
Ohio
– -$225K -1,889 Closed
CA
1405
Claro Advisors
Massachusetts
– -$222K -1,865 Closed
ONB
1406
Old National Bancorp
Indiana
– -$222K -1,864 Closed
CS
1407
Comerica Securities
Michigan
– -$219K -1,837 Closed
IMF
1408
Infini Master Fund
Hong Kong
– -$211K -1,830 Closed
ICM
1409
Infini Capital Management
Hong Kong
– -$211K -1,830 Closed
RBFC
1410
Roman Butler Fullerton & Co
Missouri
– -$229K -1,825 Closed
TC
1411
Telemus Capital
Michigan
– -$224K -1,819 Closed
SAM
1412
Silvercrest Asset Management
New York
– -$216K -1,818 Closed
CIAS
1413
Capital Investment Advisory Services
North Carolina
– -$215K -1,808 Closed
DC
1414
Derby & Company
Massachusetts
– -$214K -1,800 Closed
WA1
1415
Wimmer Associates 1
California
– -$210K -1,760 Closed
IWA
1416
IVC Wealth Advisors
Pennsylvania
– -$207K -1,740 Closed
MW
1417
Marcum Wealth
Ohio
– -$207K -1,737 Closed
HCM
1418
Hengehold Capital Management
Ohio
– -$207K -1,736 Closed
WG
1419
Welch Group
Alabama
– -$206K -1,728 Closed
BWG
1420
Beta Wealth Group
California
– -$202K -1,700 Closed
SAS
1421
Sanford Advisory Services
Michigan
– -$200K -1,678 Closed
WAP
1422
Wealthcare Advisory Partners
Pennsylvania
– -$144K -1,208 Closed
PCM
1423
Pinz Capital Management
New York
– -$72K -600 Closed
FWM
1424
Focused Wealth Management
New York
– -$71K -600 Closed
NIC
1425
Northwest Investment Counselors
Oregon
– -$54K -457 Closed
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