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Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
501
Reynders McVeigh Capital Management
Massachusetts
$3.67M -$46K -492 -1%
AWM
502
AE Wealth Management
Kansas
$3.61M +$988K +10,564 +38%
TSS
503
Thomas Story & Son
Indiana
$3.6M -$246K -2,625 -6%
PAM
504
Panagora Asset Management
Massachusetts
$3.59M +$819K +8,748 +30%
MLICM
505
Metropolitan Life Insurance Company (MetLife)
New York
$3.56M +$284K +3,039 +9%
SAM
506
Selway Asset Management
$3.55M -$45K -481 -1%
KP
507
Keel Point
Alabama
$3.55M -$368K -3,930 -9%
MKC
508
M. Kraus & Co
Vermont
$3.55M -$72K -770 -2%
CP
509
CenterBook Partners
Connecticut
$3.53M -$23.6K -252 -0.7%
GWM
510
Graybill Wealth Management
Illinois
$3.53M +$64.6K +690 +2%
GWM
511
Geneos Wealth Management
Colorado
$3.52M +$6.55K +70 +0.2%
KA
512
KLCM Advisors
Wisconsin
$3.51M – – –
IMRF
513
Illinois Municipal Retirement Fund
Illinois
$3.5M – – –
CGH
514
Crossmark Global Holdings
Texas
$3.47M -$7.97M -85,144 -70%
PI
515
Putnam Investments
Massachusetts
$3.44M +$3.22M +34,444 +1,455%
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$3.43M +$177K +1,891 +5%
ATC
517
Argent Trust Co
Tennessee
$3.4M -$67.9K -726 -2%
FM
518
Freemont Management
Switzerland
$3.35M -$84.2K -900 -2%
RSWM
519
Robertson Stephens Wealth Management
California
$3.33M -$280K -2,988 -8%
GF
520
Gabelli Funds
New York
$3.31M -$159K -1,700 -5%
DILIC
521
Dai-ichi Life Insurance Company
Japan
$3.3M – – –
LCM
522
Linker Capital Management
Kentucky
$3.29M – – –
PA
523
Profund Advisors
Maryland
$3.28M -$181K -1,932 -5%
VHMC
524
Value Holdings Management Company
New York
$3.28M – – –
DRD
525
Dennis R. Delaney
$3.27M +$3.27M +34,954 New
19 20
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