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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 %
DDC
476
DF Dent & Co
Maryland
$4.57M – – –
BGDI
477
BW Gestao de Investimentos
Brazil
$4.56M -$6.82M -67,500 -60%
HPCM
478
Hunter Perkins Capital Management
Illinois
$4.55M +$2.37M +23,405 +108%
FWTB
479
First Western Trust Bank
Colorado
$4.53M +$5.05K +50 +0.1%
Ensign Peak Advisors
480
Ensign Peak Advisors
Utah
$4.5M +$1.67M +16,566 +59%
EAM
481
Eagle Asset Management
Florida
$4.44M +$57.5K +568 +1%
BCM
482
Buckhead Capital Management
Georgia
$4.42M -$246K -2,438 -5%
IAIM
483
Industrial Alliance Investment Management
Quebec, Canada
$4.4M -$312K -3,089 -7%
BMM
484
Buffington Mohr McNeal
Idaho
$4.37M -$112K -1,109 -2%
FB
485
Fulton Bank
Pennsylvania
$4.37M +$235K +2,323 +6%
Cetera Investment Advisers
486
Cetera Investment Advisers
Illinois
$4.34M +$3.16M +31,232 +266%
ERIC
487
Eagle Rock Investment Company
Georgia
$4.3M -$7.82K -77 -0.2%
PAM
488
Panagora Asset Management
Massachusetts
$4.26M +$383K +3,785 +10%
Marshall Wace
489
Marshall Wace
United Kingdom
$4.26M +$1.65M +16,328 +63%
PFO
490
Pathstone Family Office
New Jersey
$4.18M +$826K +9,791 +25%
CRC
491
Curi RMB Capital
Illinois
$4.17M – – –
EA
492
Ellsworth Advisors
Ohio
$4.17M -$34.6K -335 -0.8%
TIA
493
Tandem Investment Advisors
South Carolina
$4.16M -$199K -1,964 -5%
CWM
494
Compass Wealth Management
Connecticut
$4.15M +$4.15M +41,100 New
CGH
495
Crossmark Global Holdings
Texas
$4.15M +$403K +3,989 +11%
MM
496
Meridian Management
Arkansas
$4.09M -$1.3M -12,862 -24%
AWM
497
AE Wealth Management
Kansas
$4.06M +$160K +1,581 +4%
TCCM
498
Timber Creek Capital Management
Massachusetts
$4.05M +$101 +1 +0%
GWM
499
Geneos Wealth Management
Colorado
$3.97M +$171K +1,692 +5%
TWC
500
TD Waterhouse Canada
Ontario, Canada
$3.97M -$39.8K -367 -1%
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