FI icon

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 %
DRD
526
Dennis R. Delaney
$3.53M – – –
DILIC
527
Dai-ichi Life Insurance Company
Japan
$3.53M -$42.3K -419 -1%
RSWM
528
Robertson Stephens Wealth Management
California
$3.52M -$81.6K -807 -2%
KOCAA
529
Knights of Columbus Asset Advisors
Connecticut
$3.5M +$3.02M +29,918 +631%
GF
530
Gabelli Funds
New York
$3.47M -$101K -1,000 -3%
PA
531
Profund Advisors
Maryland
$3.44M -$106K -1,045 -3%
BWA
532
BDO Wealth Advisors
Florida
$3.43M +$184K +1,816 +6%
CAM
533
Close Asset Management
United Kingdom
$3.41M +$504K +4,985 +17%
GT
534
Glenview Trust
Kentucky
$3.38M -$129K -1,276 -4%
ANTB
535
AMG National Trust Bank
Colorado
$3.37M -$734K -7,262 -18%
CCG
536
Cloverfields Capital Group
Minnesota
$3.36M +$3.36M +33,282 New
GHAM
537
Gilman Hill Asset Management
Connecticut
$3.34M +$295K +2,920 +10%
CFG
538
Citizens Financial Group
Rhode Island
$3.33M -$81.9K -810 -2%
PAMG
539
Patton Albertson Miller Group
Tennessee
$3.33M -$31.4K -311 -0.9%
NIM
540
Nicollet Investment Management
Minnesota
$3.32M -$37.3K -369 -1%
BSA
541
Bull Street Advisors
Georgia
$3.3M – – –
TSS
542
Thomas Story & Son
Indiana
$3.28M -$611K -6,050 -16%
MCM
543
Monarch Capital Management
Indiana
$3.26M -$199K -1,969 -6%
AIM
544
Anchor Investment Management
South Carolina
$3.26M +$259K +2,563 +9%
Mercer Global Advisors
545
Mercer Global Advisors
Colorado
$3.23M +$556K +5,503 +21%
DT
546
Diversified Trust
Tennessee
$3.21M -$3.53M -34,913 -52%
Fiera Capital (Canada)
547
Fiera Capital (Canada)
Quebec, Canada
$3.21M +$523K +5,176 +19%
MWM
548
Madison Wealth Management
Ohio
$3.2M +$54.1K +535 +2%
CCM
549
Carderock Capital Management
Maryland
$3.19M +$688K +6,805 +27%
PGCM
550
Prescott Group Capital Management
Oklahoma
$3.19M +$2.53M +25,000 +381%
20 21
22
23 24