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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 %
TAF
576
Tredje AP-fonden
Sweden
$2.43M – – –
GT
577
Glenmede Trust
Pennsylvania
$2.43M -$3.24M -32,011 -57%
TF
578
TIAA FSB
Florida
$2.41M -$122K -1,199 -5%
SAM
579
Sycomore Asset Management
France
$2.41M -$2.49M -24,212 -51%
JCM
580
Jacobsen Capital Management
Utah
$2.4M +$439K +4,331 +22%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$2.4M +$349K +3,438 +17%
ACM
582
AlphaCrest Capital Management
New York
$2.37M +$778K +7,670 +49%
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$2.37M +$83.6K +823 +4%
GHAM
584
Gilman Hill Asset Management
Connecticut
$2.36M -$1.01K -10 -0%
MC
585
Moors & Cabot
Massachusetts
$2.36M -$89.4K -882 -4%
OIS
586
Okabena Investment Services
Minnesota
$2.36M +$619K +6,108 +36%
EHWM
587
Eads & Heald Wealth Management
Georgia
$2.35M -$3.65K -36 -0.2%
Vontobel Holding
588
Vontobel Holding
Switzerland
$2.34M -$1.55M -15,217 -40%
AP
589
Advisor Partners
California
$2.32M -$185K -1,824 -7%
HWAM
590
Hennion & Walsh Asset Management
New Jersey
$2.31M -$1.23M -12,103 -35%
IMRF
591
Illinois Municipal Retirement Fund
Illinois
$2.31M – – –
SPIA
592
Steward Partners Investment Advisory
New York
$2.31M -$710K -7,001 -24%
PAG
593
Private Advisor Group
New Jersey
$2.3M -$1.85M -18,266 -45%
TNA
594
True North Advisors
Texas
$2.28M -$507 -5 -0%
APIM
595
Agate Pass Investment Management
Washington
$2.27M +$223K +2,203 +11%
BFG
596
Berger Financial Group
Minnesota
$2.24M -$304K -2,998 -12%
ACM
597
Argyle Capital Management
Pennsylvania
$2.24M -$135K -1,334 -6%
ERSOT
598
Employees Retirement System of Texas
Texas
$2.23M +$1.22M +12,000 +120%
TFA
599
Trinity Financial Advisors
Ohio
$2.23M +$87.7K +865 +4%
AIP
600
Ameritas Investment Partners
Nebraska
$2.22M -$34.7K -342 -2%
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