FI icon

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 %
Connor, Clark & Lunn Investment Management (CC&L)
401
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.28M +$2.57M +28,917 +95%
HIMCH
402
Hartford Investment Management Co (HIMCO)
Connecticut
$5.22M -$39.9K -448 -0.8%
HBT
403
Hills Bank & Trust
Iowa
$5.15M -$55.4K -623 -1%
BFA
404
Bragg Financial Advisors
North Carolina
$5.09M +$1.31M +14,721 +35%
SCA
405
Snowden Capital Advisors
New York
$5.08M +$140K +1,574 +3%
TAM
406
Tocqueville Asset Management
New York
$5.06M +$270K +3,035 +6%
Public Sector Pension Investment Board (PSP Investments)
407
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.98M -$2.42M -27,143 -33%
BCM
408
BTC Capital Management
Iowa
$4.95M -$76.2K -856 -2%
LCM
409
Liberty Capital Management
Michigan
$4.87M -$251K -2,824 -5%
RC
410
RegentAtlantic Capital
New Jersey
$4.78M -$64K -719 -1%
Janney Montgomery Scott
411
Janney Montgomery Scott
Pennsylvania
$4.74M -$782K -8,679 -14%
RAM
412
Redmond Asset Management
Virginia
$4.67M -$79.8K -897 -2%
MM
413
Meridian Management
Arkansas
$4.66M -$35.2K -396 -0.8%
X
414
Xponance
Pennsylvania
$4.65M +$853K +9,584 +22%
PMG
415
ProVise Management Group
Florida
$4.63M -$60.6K -681 -1%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$4.61M +$38.6K +434 +0.8%
CTA
417
Chesley Taft & Associates
Illinois
$4.61M +$149K +1,675 +3%
PKC
418
Palmer Knight Company
Florida
$4.58M -$27.8K -312 -0.6%
ACI
419
Alpha Cubed Investments
California
$4.53M +$2.92M +32,771 +180%
CCM
420
Cox Capital Management
Massachusetts
$4.5M -$85.1K -957 -2%
RMC
421
Resources Management Corp
Connecticut
$4.49M -$224K -2,515 -5%
WIC
422
Wilkins Investment Counsel
Massachusetts
$4.47M +$139K +1,565 +3%
KP
423
Keel Point
Alabama
$4.46M +$85.3K +801 +2%
BCM
424
Brooktree Capital Management
Michigan
$4.46M +$1.1M +12,358 +33%
HEIP
425
Hudson Edge Investment Partners
New Jersey
$4.44M -$168K -1,890 -4%
15 16
17
18 19