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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 %
BBI
501
Baxter Bros Inc
Connecticut
$3.95M -$253K -2,507 -6%
SAM
502
Selway Asset Management
$3.95M +$111K +1,100 +3%
HT
503
Heritage Trust
Oklahoma
$3.95M -$32.3K -320 -0.8%
NPAM
504
Noble Path Asset Management
New York
$3.94M -$687K -6,800 -15%
RMCM
505
Reynders McVeigh Capital Management
Massachusetts
$3.9M -$73.7K -729 -2%
GWM
506
Graybill Wealth Management
Illinois
$3.88M +$66.6K +659 +2%
EFM
507
Eley Financial Management
Vermont
$3.85M +$3.85M +38,064 New
SWM
508
Sendero Wealth Management
Texas
$3.82M +$564K +5,583 +17%
CP
509
CenterBook Partners
Connecticut
$3.82M +$404 +4 +0%
VHMC
510
Value Holdings Management Company
New York
$3.79M +$253K +2,500 +7%
IMRF
511
Illinois Municipal Retirement Fund
Illinois
$3.78M – – –
BCM
512
Blume Capital Management
California
$3.76M -$730K -7,227 -16%
EW
513
Evoke Wealth
California
$3.69M -$4.75M -47,020 -56%
KP
514
Keel Point
Alabama
$3.68M -$157K -1,550 -4%
Squarepoint
515
Squarepoint
New York
$3.68M +$3.68M +36,388 New
AIM
516
Artemis Investment Management
United Kingdom
$3.67M -$25.3M -249,622 -87%
CCFCSB
517
Cape Cod Five Cents Savings Bank
Massachusetts
$3.66M +$284K +2,811 +8%
SG Americas Securities
518
SG Americas Securities
New York
$3.64M -$1.73M -17,097 -32%
FM
519
Freemont Management
Switzerland
$3.62M – – –
MLICM
520
Metropolitan Life Insurance Company (MetLife)
New York
$3.61M -$240K -2,378 -6%
VanEck Associates
521
VanEck Associates
New York
$3.59M +$146K +1,448 +4%
ATC
522
Argent Trust Co
Tennessee
$3.58M -$94.7K -937 -3%
GVAG
523
Great Valley Advisor Group
Delaware
$3.56M +$699K +6,916 +24%
LCM
524
Linker Capital Management
Kentucky
$3.55M – – –
IIC
525
Ironwood Investment Counsel
Arizona
$3.54M +$188K +1,863 +6%
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