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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 %
Nomura Holdings
451
Nomura Holdings
Japan
$5.06M +$517K +5,120 +11%
OC
452
Oarsman Capital
Wisconsin
$5.03M +$100K +989 +2%
WIC
453
Wilkins Investment Counsel
Massachusetts
$5.02M +$20.2K +200 +0.4%
HEIP
454
Hudson Edge Investment Partners
New Jersey
$5.02M +$24.8K +245 +0.5%
NME
455
Notis-McConarty Edward
$5M +$20K +198 +0.4%
ACM
456
Ayrshire Capital Management
Connecticut
$4.97M +$16.1K +159 +0.3%
RMC
457
Resources Management Corp
Connecticut
$4.95M -$41.4K -410 -0.8%
AAF
458
Andra AP-fonden
Sweden
$4.93M +$677K +6,700 +16%
JGUA
459
John G. Ullman & Associates
New York
$4.92M -$171K -1,690 -3%
KA
460
KLCM Advisors
Wisconsin
$4.89M +$1.09M +10,813 +29%
AF
461
Ally Financial
Michigan
$4.85M – – –
JC
462
Jacobs & Co
California
$4.85M +$157K +1,553 +3%
HWM
463
Hohimer Wealth Management
Washington
$4.81M -$17.4K -172 -0.4%
EMPI
464
Elo Mutual Pension Insurance
Finland
$4.75M +$92.6K +916 +2%
NB
465
Norinchukin Bank
Japan
$4.75M -$976K -9,656 -17%
KS
466
Karpas Strategies
Connecticut
$4.71M – – –
CAN
467
Cetera Advisor Networks
California
$4.71M +$2.52M +24,942 +115%
MKC
468
M. Kraus & Co
Vermont
$4.67M +$838K +8,289 +22%
HIMCH
469
Hartford Investment Management Co (HIMCO)
Connecticut
$4.67M -$1.85M -18,264 -28%
MS
470
Marshall & Sullivan
Washington
$4.67M -$40.1K -397 -0.9%
BEAM
471
Baker Ellis Asset Management
Washington
$4.67M +$21.9K +217 +0.5%
MSRPS
472
Maryland State Retirement & Pension System
Maryland
$4.64M +$4.64M +45,936 New
KAS
473
Kestra Advisory Services
Texas
$4.64M -$990K -9,799 -18%
PI
474
PineBridge Investments
New York
$4.64M +$4.56M +45,107 +5,889%
SRC
475
Stone Run Capital
New York
$4.57M – – –
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