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Fiserv
FI

Overview Fund Activity

1,320 hedge funds and large institutions have $50.8B invested in Fiserv in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 452 increasing their positions, 555 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.32%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.22%
New
113
Increased
452
Reduced
555
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
2
Morgan Stanley
Morgan Stanley
New York
+$149M
3
VH
ValueAct Holdings
California
+$143M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$108M
5
SSP
Sixth Street Partners
Texas
+$89M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$777M
2
Harris Associates
Harris Associates
Illinois
-$81.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
4
BlackRock
BlackRock
New York
-$67.2M
5
State Street
State Street
Massachusetts
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
526
Jag Capital Management
Missouri
$2.64M -$251K -2,817 -9%
PAM
527
Panagora Asset Management
Massachusetts
$2.64M +$718K +8,072 +37%
BRWA
528
B. Riley Wealth Advisors
Florida
$2.62M -$49.6K -557 -2%
AWM
529
Avior Wealth Management
Nebraska
$2.62M -$17.4K -196 -0.7%
AIM
530
AMI Investment Management
Indiana
$2.6M +$104K +1,168 +4%
BF
531
BOK Financial
Oklahoma
$2.59M +$8.99K +101 +0.3%
IIC
532
Ironwood Investment Counsel
Arizona
$2.57M +$356K +3,999 +16%
HCA
533
Horan Capital Advisors
Ohio
$2.56M +$2.56M +28,798 New
CCP
534
Corient Capital Partners
California
$2.56M +$4.54K +51 +0.2%
Mercer Global Advisors
535
Mercer Global Advisors
Colorado
$2.54M +$114K +1,285 +5%
TIM
536
Triad Investment Management
California
$2.53M -$746K -8,380 -23%
PI
537
PFS Investments
Georgia
$2.53M +$371K +4,170 +17%
MWM
538
Madison Wealth Management
Ohio
$2.51M +$2.51M +28,232 New
CP
539
Clayton Partners
California
$2.51M -$1.78K -20 -0.1%
SC
540
Scotia Capital
Ontario, Canada
$2.5M -$841K -9,448 -25%
VAS
541
Vestmark Advisory Solutions
Massachusetts
$2.49M +$192K +2,157 +8%
AWM
542
AE Wealth Management
Kansas
$2.49M -$1.83M -20,518 -42%
BLC
543
Brown, Lisle/Cummings
Rhode Island
$2.48M -$13.3K -150 -0.5%
GHAM
544
Gilman Hill Asset Management
Connecticut
$2.46M +$389K +4,370 +19%
BAMF
545
BI Asset Management Fondsmaeglerselskab
Denmark
$2.44M +$571K +6,420 +31%
ITIM
546
Indiana Trust & Investment Management
Indiana
$2.43M – – –
FT
547
Fiduciary Trust
Massachusetts
$2.41M +$45.6K +513 +2%
WCM
548
Wisconsin Capital Management
Wisconsin
$2.4M -$426K -4,788 -15%
FFA
549
First Foundation Advisors
California
$2.4M -$3.86M -43,328 -62%
MYIA
550
Mount Yale Investment Advisors
Colorado
$2.39M -$81.4K -915 -3%
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