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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 %
SC
551
SouthState Corp
Florida
$3.17M +$108K +1,073 +4%
AIM
552
AMI Investment Management
Indiana
$3.17M +$124K +1,225 +4%
Credit Agricole
553
Credit Agricole
France
$3.15M +$700K +6,927 +29%
JCM
554
Jag Capital Management
Missouri
$3.12M +$125K +1,233 +4%
PP
555
Prudential plc
United Kingdom
$3.07M +$1.77M +17,466 +135%
ABP
556
Arthur B. Page
$3.07M -$30.3K -300 -1%
NMERB
557
New Mexico Educational Retirement Board
New Mexico
$3.06M +$60.6K +600 +2%
CAPTRUST Financial Advisors
558
CAPTRUST Financial Advisors
North Carolina
$3.06M -$9.3K -92 -0.3%
CB
559
Cadence Bank
Mississippi
$3.03M -$32.2K -319 -1%
Canada Pension Plan Investment Board
560
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M +$2.86M +28,337 +1,757%
SG
561
Stonnington Group
California
$3.02M -$202K -2,000 -6%
HCA
562
Horan Capital Advisors
Ohio
$3M +$7.08K +70 +0.2%
HR
563
Howe & Rusling
New York
$2.99M +$1.2M +11,855 +67%
LA
564
LBP AM
France
$2.99M +$2.99M +29,586 New
TC
565
TownSquare Capital
Utah
$2.99M -$74.1K -733 -2%
EIA
566
Edgemoor Investment Advisors
Maryland
$2.94M +$81.7K +808 +3%
AWM
567
Avior Wealth Management
Nebraska
$2.93M -$1.21K -12 -0%
FMWA
568
Forvis Mazars Wealth Advisors
Missouri
$2.92M +$117K +1,154 +4%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$2.92M -$12.9K -128 -0.4%
AC
570
Allstate Corporation
Illinois
$2.92M +$36.3K +359 +1%
AIM
571
Allstate Investment Management
Illinois
$2.92M +$2.92M +28,863 New
CSS
572
Cubist Systematic Strategies
Connecticut
$2.91M -$2.75M -27,191 -49%
VCA
573
Verdence Capital Advisors
Maryland
$2.91M -$1.11M -10,977 -28%
FHA
574
First Horizon Advisors
Tennessee
$2.88M -$99K -980 -3%
CP
575
Clayton Partners
California
$2.86M +$2.63K +26 +0.1%
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