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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 %
EHWM
576
Eads & Heald Wealth Management
Georgia
$2.12M +$56.6K +636 +3%
LS
577
Livforsakringsbolaget Skandia
Sweden
$2.12M -$178K -2,000 -8%
MC
578
Moors & Cabot
Massachusetts
$2.08M +$14K +157 +0.7%
PGFC
579
Peapack-Gladstone Financial Corp
New Jersey
$2.08M +$8.63K +97 +0.4%
NMIMC
580
Northwestern Mutual Investment Management Company
Wisconsin
$2.07M -$232K -2,611 -10%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$2.01M -$91.7K -1,031 -4%
TNA
582
True North Advisors
Texas
$2M – – –
OIS
583
Okabena Investment Services
Minnesota
$2M -$71.5K -804 -3%
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$1.98M -$49.1K -552 -2%
DY
585
Dowling & Yahnke
California
$1.97M +$115K +1,287 +6%
ACM
586
Argyle Capital Management
Pennsylvania
$1.96M – – –
ERSOT
587
Employees Retirement System of Texas
Texas
$1.96M – – –
TFA
588
Trinity Financial Advisors
Ohio
$1.95M – – –
JCM
589
Jacobsen Capital Management
Utah
$1.95M -$160K -1,799 -8%
USAA
590
United Services Automobile Association
Texas
$1.94M +$1.94M +21,756 New
ASN
591
Advisory Services Network
Georgia
$1.93M -$476K -5,348 -20%
HPCM
592
Hunter Perkins Capital Management
Illinois
$1.93M +$260K +2,925 +16%
AP
593
Advisor Partners
California
$1.93M -$108K -1,214 -5%
CCM
594
Community Capital Management
Florida
$1.92M +$1.92M +21,600 New
AIP
595
Ameritas Investment Partners
Nebraska
$1.92M -$26.7K -300 -1%
GT
596
Glenmede Trust
Pennsylvania
$1.92M -$213K -2,395 -10%
DA
597
Duality Advisers
Florida
$1.9M +$1.68M +18,916 +779%
SG Americas Securities
598
SG Americas Securities
New York
$1.89M -$8.17M -91,796 -81%
BAAM
599
Baker Avenue Asset Management
California
$1.88M +$5.87K +66 +0.3%
CAPTRUST Financial Advisors
600
CAPTRUST Financial Advisors
North Carolina
$1.87M +$64.1K +721 +4%
22 23
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