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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 %
YCM
351
Yousif Capital Management
Michigan
$7.4M -$239K -2,690 -3%
CVM
352
Cheviot Value Management
California
$7.39M -$44.9K -505 -0.6%
DCP
353
Distillate Capital Partners
Illinois
$7.29M +$7.29M +81,883 New
Wellington Management Group
354
Wellington Management Group
Massachusetts
$7.17M -$3.63M -40,837 -34%
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$7.15M +$1.45M +16,334 +26%
MJP
356
Michael J. Puzo
$7.11M +$16.6K +186 +0.2%
MOACM
357
Mutual of America Capital Management
New York
$7.06M +$3.38K +38 +0%
PWLP
358
Prio Wealth Limited Partnership
Massachusetts
$6.99M -$4.72K -53 -0.1%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$6.97M -$87.8K -900 -1%
RSVP
360
Ramsay Stattman Vela & Price
Colorado
$6.97M +$264K +2,970 +4%
PA
361
Perennial Advisors
New York
$6.93M +$44.5K +500 +0.6%
TPSF
362
Texas Permanent School Fund
Texas
$6.84M -$20.7K -233 -0.3%
BCI
363
Brinker Capital Investments
Pennsylvania
$6.83M +$1.8M +20,263 +36%
PCM
364
Patient Capital Management
Maryland
$6.78M +$623K +7,000 +10%
SIC
365
SFE Investment Counsel
California
$6.72M +$56.9K +639 +0.9%
CA
366
Cullinan Associates
Kentucky
$6.7M -$1.24M -13,940 -16%
MC
367
Middleton & Co
Massachusetts
$6.7M +$108K +1,216 +2%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$6.7M +$1.44M +16,162 +27%
HAIM
369
Hunter Associates Investment Management
Pennsylvania
$6.66M +$2.67M +30,060 +67%
RIA
370
RPG Investment Advisory
California
$6.6M -$3.03M -34,030 -31%
B
371
Bailard
California
$6.59M -$240K -2,698 -4%
FHB
372
First Hawaiian Bank
Hawaii
$6.57M +$191K +2,143 +3%
WB
373
Webster Bank
Connecticut
$6.49M -$71K -798 -1%
HL
374
HeadInvest LLC
Maine
$6.49M -$16K -180 -0.2%
NAM
375
Nissay Asset Management
Japan
$6.39M +$255K +2,870 +4%
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