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Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
401
Bragg Financial Advisors
North Carolina
$6.23M +$873K +9,326 +16%
AWCI
402
Alpine Woods Capital Investors
New York
$6.2M – – –
IIM
403
INTECH Investment Management
Florida
$6.19M +$4.24M +45,362 +219%
CA
404
Cornerstone Advisors
North Carolina
$6.18M – – –
LOPW
405
Live Oak Private Wealth
North Carolina
$6.14M +$7.58K +81 +0.1%
X
406
Xponance
Pennsylvania
$6.13M +$1.25M +13,320 +25%
LRPA
407
L. Roy Papp & Associates
Arizona
$6.12M +$936 +10 +0%
VC
408
Vestor Capital
Illinois
$6.06M +$5.8M +61,967 +2,247%
HIMCH
409
Hartford Investment Management Co (HIMCO)
Connecticut
$6.03M +$547K +5,847 +10%
D.E. Shaw & Co
410
D.E. Shaw & Co
New York
$5.99M -$6.64M -70,998 -53%
FBFS
411
First Business Financial Services
Wisconsin
$5.98M -$18.7K -200 -0.3%
MA
412
MUFG Americas
New York
$5.94M -$34.1K -364 -0.6%
Millennium Management
413
Millennium Management
New York
$5.93M -$23.8M -253,974 -80%
MRCM
414
M&R Capital Management
New Jersey
$5.91M -$9.26K -99 -0.2%
PFP
415
Pinnacle Financial Partners
Tennessee
$5.89M -$1.94M -20,733 -25%
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
$5.89M -$3.04M -32,519 -34%
ROC
417
Running Oak Capital
Minnesota
$5.67M +$5.67M +60,543 New
ZCI
418
Zevenbergen Capital Investments
Washington
$5.61M +$5.61M +60,000 New
SCA
419
Snowden Capital Advisors
New York
$5.6M +$262K +2,796 +5%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$5.54M -$88.1K -942 -2%
FNBOO
421
First National Bank of Omaha
Nebraska
$5.53M +$5.53M +59,128 New
GL
422
Graypoint LLC
New York
$5.5M -$110K -1,178 -2%
FNBT
423
FineMark National Bank & Trust
Florida
$5.5M +$5.5M +58,765 New
CAM
424
Cozad Asset Management
Illinois
$5.48M -$196K -2,093 -3%
TAM
425
Tocqueville Asset Management
New York
$5.46M +$135K +1,440 +3%
15 16
17
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