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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
251
Arizona State Retirement System
Arizona
$16.7M -$138K -1,365 -0.8%
IG
252
ING Group
Netherlands
$16.7M +$16.7M +165,349 New
PCIG
253
Partners Capital Investment Group
Massachusetts
$16.6M +$1.64M +16,206 +11%
AB
254
Amalgamated Bank
New York
$16.5M +$120K +1,187 +0.7%
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3M +$247K +2,441 +2%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$16M +$185K +1,835 +1%
TIP
257
Torray Investment Partners
Maryland
$15.7M +$10M +99,187 +177%
KFS
258
Kurt F. Somerville
$15.5M -$250K -2,474 -2%
SAM
259
Shell Asset Management
Netherlands
$15.5M -$1.3M -12,861 -8%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$15.4M +$7M +69,226 +83%
Osaic Holdings
261
Osaic Holdings
Arizona
$15.3M +$1.26M +12,434 +9%
Rafferty Asset Management
262
Rafferty Asset Management
New York
$15.2M -$166K -1,640 -1%
DADC
263
D.A. Davidson & Co
Montana
$15.1M +$381K +3,766 +3%
MGIM
264
M&G Investment Management
United Kingdom
$15M -$497K -4,916 -3%
LIA
265
LS Investment Advisors
Michigan
$14.9M -$46.5K -460 -0.3%
TAS
266
TIFF Advisory Services
Pennsylvania
$14.9M +$472K +4,666 +3%
Calamos Advisors
267
Calamos Advisors
Illinois
$14.6M -$2.58M -25,553 -15%
AFG
268
Albion Financial Group
Utah
$14.5M -$108K -1,073 -0.7%
MSE
269
MUFG Securities EMEA
United Kingdom
$14.5M +$14.2M +140,020 +4,204%
MA
270
Montag & Associates
Georgia
$14.4M -$727K -7,196 -5%
CC
271
Cornerstone Capital
California
$14.4M -$254K -2,514 -2%
Millennium Management
272
Millennium Management
New York
$14.3M +$7.93M +78,502 +124%
GC
273
Guggenheim Capital
Illinois
$14.3M -$4.14M -40,998 -23%
TFA
274
Toth Financial Advisory
Virginia
$14.1M +$87.7K +868 +0.6%
Handelsbanken Fonder
275
Handelsbanken Fonder
Sweden
$14M +$523K +5,171 +4%
9 10
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