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Fiserv
FI

Overview Fund Activity

1,320 hedge funds and large institutions have $50.8B invested in Fiserv in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 452 increasing their positions, 555 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.32%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.22%
New
113
Increased
452
Reduced
555
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
2
Morgan Stanley
Morgan Stanley
New York
+$149M
3
VH
ValueAct Holdings
California
+$143M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$108M
5
SSP
Sixth Street Partners
Texas
+$89M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$777M
2
Harris Associates
Harris Associates
Illinois
-$81.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
4
BlackRock
BlackRock
New York
-$67.2M
5
State Street
State Street
Massachusetts
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
326
Legacy Private Trust
Wisconsin
$8.3M +$263K +2,956 +3%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$8.27M +$8.9K +100 +0.1%
LDB
328
Lee, Danner & Bass
Tennessee
$8.26M +$160K +1,797 +2%
ROC
329
Robertson Opportunity Capital
Texas
$8.1M – – –
OAM
330
Oppenheimer Asset Management
New York
$8.08M +$123K +1,377 +2%
IMPI
331
Ilmarinen Mutual Pension Insurance
Finland
$8.01M – – –
ARMC
332
American Research & Management Company
Massachusetts
$8M +$23K +259 +0.3%
Zurich Cantonal Bank
333
Zurich Cantonal Bank
Switzerland
$7.98M +$326K +3,660 +4%
GH
334
GAM Holding
Switzerland
$7.95M -$11.9K -134 -0.1%
SWK
335
Stephen W. Kidder
$7.93M +$29.1K +327 +0.4%
FI
336
Fosun International
China
$7.88M +$543K +6,100 +7%
FNT
337
First National Trust
Pennsylvania
$7.87M +$518K +5,819 +7%
MAA
338
Matrix Asset Advisors
New York
$7.84M -$3.1M -34,815 -28%
JPMPWA
339
J.P. Morgan Private Wealth Advisors
California
$7.78M +$757K +8,511 +11%
Swedbank
340
Swedbank
Sweden
$7.77M -$4.45M -50,027 -36%
BG
341
Bahl & Gaynor
Ohio
$7.77M -$215K -2,414 -3%
AII
342
AGF Investments Inc
Ontario, Canada
$7.72M -$1.03M -11,622 -12%
HS
343
HighVista Strategies
Massachusetts
$7.68M +$271K +3,048 +4%
CCM
344
Covington Capital Management
California
$7.67M +$824K +9,258 +12%
KBC Group
345
KBC Group
Belgium
$7.56M +$499K +5,603 +7%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.54M +$462K +5,196 +7%
BCB
347
Brian C. Broderick
$7.51M -$7.21K -81 -0.1%
CAC
348
Core Alternative Capital
Georgia
$7.48M +$1.65M +18,586 +28%
PFP
349
Pinnacle Financial Partners
Tennessee
$7.45M +$2.06M +23,108 +38%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$7.44M +$4.45K +50 +0.1%
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