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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 %
Korea Investment Corp
201
Korea Investment Corp
South Korea
$25.2M -$3.57M -32,900 -12%
GG
202
Gofen & Glossberg
Illinois
$25.2M +$703K +6,480 +3%
CAG
203
Crestwood Advisors Group
Massachusetts
$25.2M +$57K +525 +0.2%
HTHT
204
Hemenway Trust Hemenway Trust
New Hampshire
$25.1M +$715K +6,587 +3%
Royal London Asset Management
205
Royal London Asset Management
United Kingdom
$24.2M +$1.06M +9,734 +5%
AP
206
Archon Partners
New Jersey
$24.2M – – –
WCM
207
Windward Capital Management
California
$23.9M -$13K -120 -0.1%
SAM
208
Soditic Asset Management
United Kingdom
$23.9M +$1.74M +16,000 +8%
Stifel Financial
209
Stifel Financial
Missouri
$23.5M +$702K +6,471 +3%
Walleye Trading
210
Walleye Trading
New York
$23.4M +$362K +3,336 +2%
ACA
211
Anchor Capital Advisors
Massachusetts
$23.2M -$213K -1,963 -0.9%
ABTD
212
Arvest Bank Trust Division
Oklahoma
$22.9M -$641K -5,911 -3%
LPL Financial
213
LPL Financial
California
$22.8M -$492K -4,532 -2%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$22.7M +$2.85M +26,296 +14%
SG Americas Securities
215
SG Americas Securities
New York
$22.7M +$2.85M +26,240 +14%
MIS
216
Morningstar Investment Services
Illinois
$22.7M +$390K +3,532 +2%
RFC
217
Regions Financial Corp
Alabama
$22.4M -$460K -4,236 -2%
ELI
218
Empire Life Investments
Ontario, Canada
$22.3M +$112K +1,032 +0.5%
VOYA Investment Management
219
VOYA Investment Management
Georgia
$22.3M -$123M -1,130,512 -85%
CCM
220
Coerente Capital Management
Ontario, Canada
$22.3M +$307K +2,830 +1%
TIP
221
Torray Investment Partners
Maryland
$22.2M +$4.53M +41,769 +26%
Retirement Systems of Alabama
222
Retirement Systems of Alabama
Alabama
$22.2M -$1.43M -13,201 -6%
First Trust Advisors
223
First Trust Advisors
Illinois
$21.6M -$11.4M -105,390 -35%
GC
224
Guggenheim Capital
Illinois
$21.5M -$840K -7,743 -4%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$21.5M -$57.3K -528 -0.3%
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