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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 %
NGM
326
North Growth Management
British Columbia, Canada
$10.2M – – –
Macquarie Group
327
Macquarie Group
Australia
$10.1M -$93.7M -926,863 -90%
SOADOR
328
State of Alaska Department of Revenue
Alaska
$9.97M +$998K +9,872 +11%
Man Group
329
Man Group
United Kingdom
$9.92M +$6.87M +67,984 +225%
UIM
330
USS Investment Management
United Kingdom
$9.89M +$515K +5,100 +5%
LOAME
331
Lombard Odier Asset Management (Europe)
United Kingdom
$9.8M -$303K -3,000 -3%
LDB
332
Lee, Danner & Bass
Tennessee
$9.79M +$295K +2,918 +3%
WBC
333
Westpac Banking Corp
Australia
$9.77M -$3.54M -35,049 -27%
LCM
334
Logan Capital Management
Pennsylvania
$9.74M -$618K -6,111 -6%
YCM
335
Yousif Capital Management
Michigan
$9.68M +$235K +2,327 +2%
LF
336
Longbow Finance
Switzerland
$9.65M +$9.65M +95,460 New
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$9.65M – – –
SCP
338
Steamboat Capital Partners
New York
$9.63M +$9.63M +95,276 New
FNT
339
First National Trust
Pennsylvania
$9.55M +$148K +1,462 +2%
AM
340
AGF Management
Ontario, Canada
$9.55M +$9.55M +94,445 New
BWP
341
Baldwin Wealth Partners
Massachusetts
$9.49M +$9.02M +89,210 +1,893%
AC
342
Addenda Capital
Quebec, Canada
$9.46M +$416K +4,118 +5%
TIM
343
Thompson Investment Management
Wisconsin
$9.42M +$505 +5 +0%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$9.42M -$13.1K -130 -0.1%
OAM
345
Oppenheimer Asset Management
New York
$9.35M -$260K -2,568 -3%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$9.27M -$460K -4,554 -5%
LPT
347
Legacy Private Trust
Wisconsin
$9.24M -$214K -2,118 -2%
PCM
348
Palisade Capital Management
New Jersey
$9.23M -$971K -9,611 -10%
ROC
349
Robertson Opportunity Capital
Texas
$9.21M – – –
MOACM
350
Mutual of America Capital Management
New York
$9.16M +$219K +2,168 +2%
12 13
14
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