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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 %
FWTB
451
First Western Trust Bank
Colorado
$4.59M +$4.59M +44,884 New
BMM
452
Buffington Mohr McNeal
Idaho
$4.57M -$71K -700 -2%
HAIM
453
Hunter Associates Investment Management
Pennsylvania
$4.54M – – –
IAIM
454
Industrial Alliance Investment Management
Quebec, Canada
$4.54M +$333K +3,279 +8%
ACM
455
Ayrshire Capital Management
Connecticut
$4.53M +$203 +2 +0%
PHS
456
Pekin Hardy Strauss
Illinois
$4.47M +$4.47M +44,046 New
PSUF
457
People's United Financial
Connecticut
$4.46M -$516K -5,093 -10%
BIA
458
Barry Investment Advisors
Massachusetts
$4.41M +$38.8K +383 +0.9%
TIA
459
Tandem Investment Advisors
South Carolina
$4.36M +$189K +1,860 +5%
NPAM
460
Noble Path Asset Management
New York
$4.35M -$365K -3,600 -8%
BBI
461
Baxter Bros Inc
Connecticut
$4.35M -$89K -878 -2%
IA
462
IndexIQ Advisors
New York
$4.35M +$847K +8,350 +24%
X
463
Xponance
Pennsylvania
$4.33M +$122K +1,207 +3%
BFA
464
Bragg Financial Advisors
North Carolina
$4.31M +$2.83M +27,910 +191%
MIA
465
MMBG Investment Advisors
Florida
$4.3M -$943K -9,300 -18%
CC
466
Carlson Capital
Texas
$4.29M -$581K -5,730 -12%
TRSOTSOK
467
Teachers Retirement System of the State of Kentucky
Kentucky
$4.28M -$186K -1,838 -4%
SMDAM
468
Sumitomo Mitsui DS Asset Management
Japan
$4.25M +$5.98K +59 +0.1%
TSS
469
Thomas Story & Son
Indiana
$4.22M -$147K -1,450 -3%
CS
470
Candriam SCA
Luxembourg
$4.21M -$4.16K -41 -0.1%
ANTB
471
AMG National Trust Bank
Colorado
$4.2M +$284K +2,796 +7%
CRC
472
Curi RMB Capital
Illinois
$4.18M +$4.06K +40 +0.1%
KP
473
Keel Point
Alabama
$4.17M +$207K +2,044 +5%
GIM
474
Goelzer Investment Management
Indiana
$4.15M +$863K +8,510 +26%
VCA
475
Verdence Capital Advisors
Maryland
$4.14M +$193K +1,900 +5%
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