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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 %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$397M -$10.6M -104,106 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$381M +$24.1M +237,879 +7%
ACM
28
Atlanta Capital Management
Georgia
$349M -$2.69M -26,512 -0.8%
Goldman Sachs
29
Goldman Sachs
New York
$332M -$151M -1,489,061 -31%
PAI
30
Pittenger & Anderson Inc
Nebraska
$316M -$498K -4,910 -0.2%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$306M -$5.29M -52,174 -2%
Charles Schwab
32
Charles Schwab
California
$301M +$8.36M +82,418 +3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$300M -$74.5M -734,578 -20%
CWG
34
C WorldWide Group
Denmark
$263M -$7.87M -77,647 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$261M +$31.3M +308,400 +14%
Ameriprise
36
Ameriprise
Minnesota
$254M -$84.3M -831,642 -25%
PAMS
37
Pictet Asset Management (Switzerland)
Switzerland
$254M +$36.2M +356,819 +17%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$243M -$347M -3,417,805 -59%
UBS AM
39
UBS AM
Illinois
$242M -$4.05M -39,946 -2%
Morgan Stanley
40
Morgan Stanley
New York
$236M -$79.9M -788,292 -25%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$234M -$705K -6,954 -0.3%
JFL
42
Jarislowsky, Fraser Ltd
Quebec, Canada
$224M -$1.7M -16,764 -0.8%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$221M +$1.36M +13,421 +0.6%
Wells Fargo
44
Wells Fargo
California
$219M +$16M +157,732 +8%
GCM
45
Glenview Capital Management
New York
$217M +$167M +1,643,595 +329%
PPA
46
Parametric Portfolio Associates
Washington
$211M +$15.8M +156,090 +8%
William Blair & Company
47
William Blair & Company
Illinois
$210M +$38.2M +377,136 +22%
MPI
48
Mairs & Power Inc
Minnesota
$206M -$5.71M -56,297 -3%
RC
49
Rivulet Capital
New Jersey
$192M +$1.05M +10,350 +0.6%
Bank of America
50
Bank of America
North Carolina
$186M -$37.1M -365,963 -17%
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