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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 %
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$6.28B -$480M -4,427,166 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.16B +$16M +147,192 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.03B -$460M -4,243,347 -8%
BlackRock
4
BlackRock
New York
$4.66B -$49.3M -454,690 -1%
Dodge & Cox
5
Dodge & Cox
California
$2.77B +$275M +2,534,819 +11%
State Street
6
State Street
Massachusetts
$2.52B +$19.2M +177,283 +0.8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.12B -$205M -1,892,784 -9%
Harris Associates
8
Harris Associates
Illinois
$1.77B +$453M +4,177,098 +35%
VH
9
ValueAct Holdings
California
$1.19B +$518M +4,775,001 +78%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.1B +$25.3M +233,810 +2%
Parnassus Investments
11
Parnassus Investments
California
$995M +$176M +1,624,876 +22%
VAM
12
Veritas Asset Management
United Kingdom
$867M +$10.9M +100,695 +1%
Invesco
13
Invesco
Georgia
$796M +$91.6M +844,595 +13%
BI
14
BlueSpruce Investments
Illinois
$780M +$54.2M +499,990 +7%
Northern Trust
15
Northern Trust
Illinois
$721M +$9.62M +88,629 +1%
Lazard Asset Management
16
Lazard Asset Management
New York
$699M +$104M +962,545 +18%
LP
17
Longview Partners
Guernsey
$675M -$114M -1,050,542 -14%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$622M +$157M +1,444,048 +34%
Capital World Investors
19
Capital World Investors
California
$615M +$5.55M +51,143 +0.9%
Ameriprise
20
Ameriprise
Minnesota
$572M -$249M -2,294,648 -30%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$555M +$38.5M +354,472 +7%
Norges Bank
22
Norges Bank
Norway
$546M -$15.5M -142,685 -3%
Goldman Sachs
23
Goldman Sachs
New York
$506M +$42.7M +393,983 +9%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$495M -$2.63M -23,805 -0.5%
Fidelity International
25
Fidelity International
Bermuda
$482M +$41.7M +384,655 +9%
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