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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 %
LCM
401
Liberty Capital Management
Michigan
$5.84M -$48.7K -480 -0.8%
BCM
402
BTC Capital Management
Iowa
$5.73M +$73.8K +727 +1%
BCI
403
Brinker Capital Investments
Pennsylvania
$5.72M -$305K -3,011 -5%
SCA
404
Snowden Capital Advisors
New York
$5.63M +$1.54M +15,177 +38%
CWM
405
CIBC World Markets
New York
$5.58M +$1.96M +19,379 +54%
MML Investors Services
406
MML Investors Services
Massachusetts
$5.52M +$616K +6,071 +13%
RC
407
RegentAtlantic Capital
New Jersey
$5.52M -$152K -1,496 -3%
TAM
408
Tocqueville Asset Management
New York
$5.46M +$632K +6,234 +13%
ANBT
409
American National Bank & Trust
Texas
$5.46M +$437K +4,313 +9%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$5.43M -$1.71M -16,454 -24%
RAM
411
Redmond Asset Management
Virginia
$5.41M +$3.16M +31,198 +141%
RMC
412
Resources Management Corp
Connecticut
$5.38M -$375K -3,700 -7%
MM
413
Meridian Management
Arkansas
$5.35M -$37.7K -372 -0.7%
PMG
414
ProVise Management Group
Florida
$5.35M +$287K +2,830 +6%
SCM
415
Soros Capital Management
New York
$5.33M +$94.5K +932 +2%
CM
416
Caption Management
Oklahoma
$5.32M -$1.17M -11,500 -18%
CWM
417
CMH Wealth Management
New Hampshire
$5.26M +$413K +4,068 +9%
HEIP
418
Hudson Edge Investment Partners
New Jersey
$5.26M +$453K +4,463 +9%
PKC
419
Palmer Knight Company
Florida
$5.25M -$1.31M -12,960 -20%
Schroder Investment Management Group
420
Schroder Investment Management Group
United Kingdom
$5.24M +$1.54M +15,057 +42%
CSS
421
Cubist Systematic Strategies
Connecticut
$5.23M +$4.78M +47,187 +1,066%
CCM
422
Cox Capital Management
Massachusetts
$5.23M +$111K +1,097 +2%
MCWS
423
McKinley Carter Wealth Services
West Virginia
$5.21M +$135K +1,328 +3%
SAM
424
Smithbridge Asset Management
Pennsylvania
$5.14M +$339K +3,348 +7%
TWC
425
TD Waterhouse Canada
Ontario, Canada
$5.11M -$413K -3,844 -7%
15 16
17
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