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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 %
SPIA
426
Steward Partners Investment Advisory
New York
$5.74M +$4.07M +40,226 +242%
BCM
427
BTC Capital Management
Iowa
$5.73M +$174K +1,713 +3%
HBT
428
Hills Bank & Trust
Iowa
$5.7M -$61.4K -608 -1%
TC
429
TwinBeech Capital
New York
$5.7M -$31.1M -308,073 -85%
TAM
430
Tocqueville Asset Management
New York
$5.65M -$246K -2,430 -4%
BIG
431
Builder Investment Group
Georgia
$5.6M +$5.6M +55,360 New
PGFC
432
Peapack-Gladstone Financial Corp
New Jersey
$5.57M -$1.62M -16,047 -23%
BCM
433
Brooktree Capital Management
Michigan
$5.54M +$45.2K +447 +0.8%
PKC
434
Palmer Knight Company
Florida
$5.54M -$2.63K -26 -0%
CTA
435
Chesley Taft & Associates
Illinois
$5.53M +$95K +940 +2%
CCM
436
Cox Capital Management
Massachusetts
$5.51M +$227K +2,250 +4%
ACA
437
Aptus Capital Advisors
Alabama
$5.5M +$439K +4,340 +9%
LCM
438
Liberty Capital Management
Michigan
$5.46M +$21.5K +213 +0.4%
MCWS
439
McKinley Carter Wealth Services
West Virginia
$5.46M -$34.7K -343 -0.6%
CIM
440
Contravisory Investment Management
Massachusetts
$5.43M +$270K +2,668 +5%
GL
441
Graypoint LLC
New York
$5.42M -$526K -5,208 -9%
AI
442
Atria Investments
North Carolina
$5.38M +$525K +5,192 +11%
SAM
443
Securian Asset Management
Minnesota
$5.37M +$100K +993 +2%
HPC
444
HM Payson & Co
Maine
$5.23M +$229K +2,264 +5%
SAM
445
Smithbridge Asset Management
Pennsylvania
$5.2M +$185K +1,835 +4%
RAM
446
Redmond Asset Management
Virginia
$5.19M -$109K -1,081 -2%
SMDAM
447
Sumitomo Mitsui DS Asset Management
Japan
$5.19M +$126K +1,243 +2%
SCM
448
Soros Capital Management
New York
$5.16M +$778K +7,696 +18%
ANBT
449
American National Bank & Trust
Texas
$5.14M +$412K +4,080 +9%
KRS
450
Kentucky Retirement Systems
Kentucky
$5.08M +$22.2K +220 +0.4%
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