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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 %
PCM
476
Prelude Capital Management
New York
$4.09M -$4.02M -39,647 -50%
RMCM
477
Reynders McVeigh Capital Management
Massachusetts
$4.04M -$794K -7,834 -16%
EA
478
Ellsworth Advisors
Ohio
$4.03M +$164K +1,613 +4%
HVM
479
Harvest Volatility Management
Connecticut
$4.02M -$61.7K -609 -2%
MKC
480
M. Kraus & Co
Vermont
$4M +$11.2K +110 +0.3%
KS
481
Karpas Strategies
Connecticut
$3.95M +$263K +2,595 +7%
RSWM
482
Robertson Stephens Wealth Management
California
$3.93M +$272K +2,686 +7%
FM
483
Freemont Management
Switzerland
$3.91M -$1.74M -17,200 -31%
FB
484
Fulton Bank
Pennsylvania
$3.89M +$112K +1,104 +3%
SAM
485
Selway Asset Management
$3.87M +$58.3K +575 +2%
JCM
486
Jag Capital Management
Missouri
$3.86M -$50.3K -423 -1%
AIA
487
AGF Investments America
Ontario, Canada
$3.85M +$1.83M +18,082 +91%
KRS
488
Kentucky Retirement Systems
Kentucky
$3.84M +$161K +1,587 +4%
BCM
489
Brooktree Capital Management
Michigan
$3.83M +$3.59M +35,430 +1,489%
KA
490
KLCM Advisors
Wisconsin
$3.82M +$30.4K +300 +0.8%
GWM
491
Graybill Wealth Management
Illinois
$3.82M +$735K +7,253 +24%
SC
492
Scotia Capital
Ontario, Canada
$3.81M +$102K +1,008 +3%
CGA
493
Crescent Grove Advisors
Illinois
$3.8M +$111K +1,092 +3%
GWM
494
Geneos Wealth Management
Colorado
$3.79M +$491K +4,845 +15%
GF
495
Gabelli Funds
New York
$3.75M +$50.7K +500 +1%
HWM
496
Hohimer Wealth Management
Washington
$3.73M +$300K +2,954 +9%
TIM
497
Triad Investment Management
California
$3.73M +$115K +1,137 +3%
MLICM
498
Metropolitan Life Insurance Company (MetLife)
New York
$3.72M -$3.37M -33,232 -48%
FNBOMD
499
First National Bank of Mount Dora
Florida
$3.69M -$1.59M -15,727 -30%
UCFA
500
United Capital Financial Advisors
Texas
$3.64M +$106K +1,049 +3%
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