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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 %
LFAS
1401
Level Four Advisory Services
Texas
– -$272K -2,546 Closed
DACG
1402
Donor Advised Charitable Giving
California
– -$266K -2,485 Closed
DS
1403
DRW Securities
Illinois
– -$265K -2,478 Closed
BWM
1404
Bulltick Wealth Management
Florida
– -$253K -2,363 Closed
SAM
1405
Sawgrass Asset Management
Florida
– -$248K -2,319 Closed
SCM
1406
Southport Capital Management
Tennessee
– -$235K -2,202 Closed
ESCM
1407
Echo Street Capital Management
New York
– -$229K -2,140 Closed
BHBT
1408
Burke & Herbert Bank & Trust
Virginia
– -$227K -2,121 Closed
QI
1409
Qtron Investments
Massachusetts
– -$224K -2,093 Closed
SNBOSD
1410
Security National Bank of So Dak
Iowa
– -$220K -2,052 Closed
MSU
1411
Mizuho Securities USA
New York
– -$208K -1,946 Closed
FFBTD
1412
First Financial Bank - Trust Division
Ohio
– -$208K -1,943 Closed
AWM
1413
Apollon Wealth Management
South Carolina
– -$207K -1,937 Closed
FSC
1414
Full Sail Capital
Oklahoma
– -$202K -1,887 Closed
PI
1415
PGGM Investments
Netherlands
– -$177K -1,659 Closed
CFO
1416
CVA Family Office
Colorado
– -$171K -1,600 Closed
WWM
1417
Wagner Wealth Management
South Carolina
– -$154K -1,440 Closed
CFB
1418
Cullen/Frost Bankers
Texas
– -$151K -1,411 Closed
WP
1419
WealthShield Partners
North Carolina
– -$101K -942 Closed
IP
1420
Isthmus Partners
Wisconsin
– -$92K -858 Closed
EAM
1421
Exos Asset Management
New York
– -$82K -769 Closed
JIR
1422
James Investment Research
Ohio
– -$81K -762 Closed
TAIM
1423
TD Ameritrade Investment Management
Nebraska
– -$77K -723 Closed
TCOV
1424
Trust Company of Vermont
Vermont
– -$75K -698 Closed
TI
1425
tru Independence
Oregon
– -$43K -408 Closed
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