FI icon

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 %
FCBT
526
First Citizens Bank & Trust
North Carolina
$3.21M +$1.13M +11,101 +54%
FHA
527
First Horizon Advisors
Tennessee
$3.18M -$1.67M -16,491 -34%
BWA
528
BDO Wealth Advisors
Florida
$3.17M +$262K +2,587 +9%
TC
529
TownSquare Capital
Utah
$3.15M +$79.2K +781 +3%
SC
530
SouthState Corp
Florida
$3.1M -$674K -6,651 -18%
Connor, Clark & Lunn Investment Management (CC&L)
531
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.09M -$51.6K -509 -2%
BRWA
532
B. Riley Wealth Advisors
Florida
$3.04M +$2.15M +21,234 +243%
SG
533
Stonnington Group
California
$3.02M -$67.4K -670 -2%
CCFCSB
534
Cape Cod Five Cents Savings Bank
Massachusetts
$3.02M +$284K +2,803 +10%
AWM
535
Avior Wealth Management
Nebraska
$3M +$177K +1,743 +6%
BF
536
BOK Financial
Oklahoma
$2.94M -$662K -6,527 -18%
BAM
537
Belpointe Asset Management
Nevada
$2.93M -$179K -1,763 -6%
CCP
538
Corient Capital Partners
California
$2.91M +$310K +3,054 +12%
VanEck Associates
539
VanEck Associates
New York
$2.88M +$703K +6,934 +32%
BCM
540
Blume Capital Management
California
$2.88M +$2.09M +20,655 +266%
GVAG
541
Great Valley Advisor Group
Delaware
$2.87M -$379K -3,734 -12%
CP
542
Clayton Partners
California
$2.86M +$188K +1,855 +7%
BLC
543
Brown, Lisle/Cummings
Rhode Island
$2.84M +$265K +2,615 +10%
AIM
544
AMI Investment Management
Indiana
$2.84M +$715K +7,047 +34%
MYIA
545
Mount Yale Investment Advisors
Colorado
$2.81M +$57.3K +565 +2%
Thrivent Financial for Lutherans
546
Thrivent Financial for Lutherans
Minnesota
$2.8M -$236K -2,331 -8%
BMSSC
547
B. Metzler seel. Sohn & Co
Germany
$2.79M +$202K +1,993 +8%
NED
548
Nancy E. Dempze
$2.78M +$59.8K +590 +2%
ITIM
549
Indiana Trust & Investment Management
Indiana
$2.77M -$10.1K -100 -0.4%
Mercer Global Advisors
550
Mercer Global Advisors
Colorado
$2.77M +$435K +4,289 +19%
20 21
22
23 24