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Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
376
L. Roy Papp & Associates
Arizona
$6.93M +$273K +2,697 +4%
B
377
Bellecapital
Switzerland
$6.93M +$347K +3,418 +5%
BGDI
378
BW Gestao de Investimentos
Brazil
$6.86M +$6.86M +67,630 New
AWCI
379
Alpine Woods Capital Investors
New York
$6.72M -$20.3K -200 -0.3%
HFS
380
Hantz Financial Services
Michigan
$6.71M +$42.1K +415 +0.6%
SCM
381
Stamina Capital Management
New York
$6.7M +$6.7M +66,033 New
Cambridge Investment Research Advisors
382
Cambridge Investment Research Advisors
Iowa
$6.68M -$390K -3,848 -6%
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$6.68M +$6.68M +65,879 New
WC
384
Woodstock Corp
Massachusetts
$6.66M +$1.22M +12,054 +22%
CAC
385
Core Alternative Capital
Georgia
$6.64M +$1.58M +15,534 +31%
FBFS
386
First Business Financial Services
Wisconsin
$6.53M -$50.7K -500 -0.8%
MA
387
MUFG Americas
New York
$6.5M +$552K +5,448 +9%
Kovitz Investment Group Partners
388
Kovitz Investment Group Partners
Illinois
$6.49M +$6.49M +63,978 New
LOPW
389
Live Oak Private Wealth
North Carolina
$6.42M +$273K +2,692 +4%
MRCM
390
M&R Capital Management
New Jersey
$6.35M +$17.1K +169 +0.3%
NB
391
Norinchukin Bank
Japan
$6.28M +$584K +5,757 +10%
TCCM
392
Timber Creek Capital Management
Massachusetts
$6.26M +$386K +3,805 +7%
Janney Montgomery Scott
393
Janney Montgomery Scott
Pennsylvania
$6.21M -$1.16M -11,445 -16%
PFP
394
Pinnacle Financial Partners
Tennessee
$6.14M +$1.19M +11,730 +24%
CAM
395
Cozad Asset Management
Illinois
$6.13M +$187K +1,840 +3%
LCP
396
Legacy Capital Partners
Wisconsin
$6.12M +$85.7K +845 +1%
GL
397
Graypoint LLC
New York
$6.11M +$55.8K +550 +0.9%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$6M -$661K -6,515 -10%
HIMCH
399
Hartford Investment Management Co (HIMCO)
Connecticut
$5.99M -$413K -4,074 -6%
HBT
400
Hills Bank & Trust
Iowa
$5.94M -$238K -2,350 -4%
14 15
16
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