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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 %
Lazard Asset Management
26
Lazard Asset Management
New York
$347M -$238M -2,353,867 -41%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$347M -$34.9M -345,048 -9%
Charles Schwab
28
Charles Schwab
California
$342M +$8.41M +83,168 +3%
AWA
29
Arete Wealth Advisors
Illinois
$317M +$1.52M +15 +0.5%
PAI
30
Pittenger & Anderson Inc
Nebraska
$308M -$2.39M -23,615 -0.8%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304M +$2.74M +27,067 +0.9%
UBS AM
32
UBS AM
Illinois
$300M -$33.3M -329,063 -10%
PAMS
33
Pictet Asset Management (Switzerland)
Switzerland
$269M -$40.8M -403,512 -13%
CWG
34
C WorldWide Group
Denmark
$261M -$2.56M -25,366 -1%
GCM
35
Glenview Capital Management
New York
$255M -$12.5M -123,620 -5%
Goldman Sachs
36
Goldman Sachs
New York
$250M -$181M -1,786,055 -42%
Swiss National Bank
37
Swiss National Bank
Switzerland
$250M -$19.4M -191,749 -7%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$249M -$34.7M -343,301 -12%
Ameriprise
39
Ameriprise
Minnesota
$238M -$8.39M -82,954 -3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$228M +$7.78M +83,188 +4%
RJA
41
Raymond James & Associates
Florida
$215M +$76.2M +753,926 +55%
Fidelity International
42
Fidelity International
Bermuda
$214M -$130M -1,288,264 -38%
JFL
43
Jarislowsky, Fraser Ltd
Quebec, Canada
$212M -$2.61M -25,847 -1%
Amundi
44
Amundi
France
$208M +$66.7M +657,059 +47%
Aberdeen Group
45
Aberdeen Group
United Kingdom
$208M +$3.8M +37,643 +2%
MPI
46
Mairs & Power Inc
Minnesota
$204M +$2.03M +20,057 +1%
BG
47
Baupost Group
Massachusetts
$202M -$155M -1,530,000 -43%
William Blair & Company
48
William Blair & Company
Illinois
$200M -$5.38M -53,260 -3%
Bank of America
49
Bank of America
North Carolina
$199M -$815K -8,062 -0.4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$197M +$12.4M +122,633 +7%
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