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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
401
L. Roy Papp & Associates
Arizona
$6.52M -$90.5K -895 -1%
BC
402
Brookfield Corp
Ontario, Canada
$6.5M +$6.5M +64,289 New
MGWM
403
Marks Group Wealth Management
Minnesota
$6.49M -$902K -8,928 -12%
FBFS
404
First Business Financial Services
Wisconsin
$6.43M -$30.3K -300 -0.5%
PFP
405
Pinnacle Financial Partners
Tennessee
$6.42M +$60.6K +600 +1%
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$6.4M +$1.7M +16,782 +36%
FGP
407
Foyston, Gordon, & Payne
Ontario, Canada
$6.36M +$6.36M +62,974 New
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
$6.34M -$23.1K -229 -0.4%
MC
409
Middleton & Co
Massachusetts
$6.32M -$1.34M -13,295 -18%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$6.32M -$2.41M -23,828 -28%
EI
411
Ethic Inc
New York
$6.24M +$1.54M +15,199 +33%
Janney Montgomery Scott
412
Janney Montgomery Scott
Pennsylvania
$6.21M +$482K +4,768 +8%
LOPW
413
Live Oak Private Wealth
North Carolina
$6.19M -$437K -4,327 -7%
BCI
414
Brinker Capital Investments
Pennsylvania
$6.19M -$676K -6,693 -10%
VC
415
Vestor Capital
Illinois
$6.19M -$354K -3,506 -5%
SCA
416
Snowden Capital Advisors
New York
$6.04M -$12.2K -121 -0.2%
PMG
417
ProVise Management Group
Florida
$6.03M +$715K +7,074 +13%
FNBT
418
FineMark National Bank & Trust
Florida
$5.92M -$22.5K -223 -0.4%
Kovitz Investment Group Partners
419
Kovitz Investment Group Partners
Illinois
$5.87M +$140K +1,383 +2%
FNBOO
420
First National Bank of Omaha
Nebraska
$5.86M -$115K -1,139 -2%
SGI
421
Summit Global Investments
Utah
$5.86M -$920K -9,102 -14%
ECM
422
ExodusPoint Capital Management
New York
$5.81M +$5.81M +57,495 New
MRCM
423
M&R Capital Management
New Jersey
$5.8M -$584K -5,779 -9%
SIC
424
SFE Investment Counsel
California
$5.8M -$1.62M -15,896 -22%
Cambridge Investment Research Advisors
425
Cambridge Investment Research Advisors
Iowa
$5.75M -$230K -2,278 -4%
15 16
17
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