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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 %
MSRPS
451
Maryland State Retirement & Pension System
Maryland
$4.09M – – –
JC
452
Jacobs & Co
California
$4.06M -$198K -2,223 -5%
BEAM
453
Baker Ellis Asset Management
Washington
$4.05M -$41.7K -469 -1%
IAIM
454
Industrial Alliance Investment Management
Quebec, Canada
$4.05M +$66.2K +744 +2%
BNP Paribas Asset Management
455
BNP Paribas Asset Management
France
$4.05M +$894K +10,050 +28%
AAF
456
Andra AP-fonden
Sweden
$4.05M +$4.05M +45,500 New
BMM
457
Buffington Mohr McNeal
Idaho
$3.99M -$16.1K -181 -0.4%
EAM
458
Eagle Asset Management
Florida
$3.98M -$84.8K -953 -2%
ACP
459
Ashfield Capital Partners
California
$3.97M -$359K -4,030 -8%
SRC
460
Stone Run Capital
New York
$3.95M -$4.4M -49,480 -53%
NPAM
461
Noble Path Asset Management
New York
$3.93M +$107K +1,200 +3%
FWTB
462
First Western Trust Bank
Colorado
$3.9M -$179K -1,968 -4%
TIA
463
Tandem Investment Advisors
South Carolina
$3.89M +$65.1K +732 +2%
ANTB
464
AMG National Trust Bank
Colorado
$3.88M -$80.1K -838 -2%
KRS
465
Kentucky Retirement Systems
Kentucky
$3.84M +$472K +5,302 +14%
AI
466
Atria Investments
North Carolina
$3.82M -$2.98M -33,503 -44%
ACM
467
Ayrshire Capital Management
Connecticut
$3.81M -$158K -1,772 -4%
ERIC
468
Eagle Rock Investment Company
Georgia
$3.75M -$2.82M -31,717 -43%
TWC
469
TD Waterhouse Canada
Ontario, Canada
$3.75M -$935K -9,507 -20%
BBI
470
Baxter Bros Inc
Connecticut
$3.7M -$114K -1,280 -3%
CRC
471
Curi RMB Capital
Illinois
$3.67M +$6.58K +74 +0.2%
TSS
472
Thomas Story & Son
Indiana
$3.66M -$42.3K -475 -1%
EA
473
Ellsworth Advisors
Ohio
$3.58M +$45.9K +516 +1%
FB
474
Fulton Bank
Pennsylvania
$3.57M +$149K +1,678 +4%
VCA
475
Verdence Capital Advisors
Maryland
$3.55M -$79.5K -894 -2%
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