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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 %
ECM
576
EagleClaw Capital Management
Massachusetts
$2.85M +$356K +3,525 +14%
UCFA
577
United Capital Financial Advisors
Texas
$2.85M -$252K -2,498 -8%
FT
578
Fiduciary Trust
Massachusetts
$2.83M -$29.2K -289 -1%
BLC
579
Brown, Lisle/Cummings
Rhode Island
$2.83M +$45.5K +450 +2%
TIM
580
Triad Investment Management
California
$2.81M +$1.21K +12 +0%
BRWA
581
B. Riley Wealth Advisors
Florida
$2.81M -$474K -4,688 -14%
TRCT
582
Tower Research Capital (TRC)
New York
$2.8M -$12.5M -123,333 -82%
BF
583
BOK Financial
Oklahoma
$2.78M +$231K +2,283 +9%
MYIA
584
Mount Yale Investment Advisors
Colorado
$2.75M -$43.9K -434 -2%
API
585
Advisor Partners II
California
$2.75M +$224K +2,219 +9%
PCA
586
Peddock Capital Advisors
Massachusetts
$2.72M +$39K +386 +1%
GT
587
Glenmede Trust
Pennsylvania
$2.72M +$446K +4,408 +20%
Wealthfront Advisers
588
Wealthfront Advisers
California
$2.72M -$134K -1,329 -5%
HVM
589
Harvest Volatility Management
Connecticut
$2.71M -$720K -7,123 -21%
BS
590
Boenning & Scattergood
Pennsylvania
$2.71M +$10.1K +100 +0.4%
BIM
591
Baldwin Investment Management
Pennsylvania
$2.71M -$7.18K -71 -0.3%
NED
592
Nancy E. Dempze
$2.7M +$38.7K +383 +1%
OQS
593
Occudo Quantitative Strategies
Florida
$2.68M +$2.68M +26,489 New
BIA
594
Barry Investment Advisors
Massachusetts
$2.67M -$159K -1,577 -6%
CCT
595
Capital City Trust
Florida
$2.65M -$91.2K -902 -3%
RF
596
Robbins Farley
New Hampshire
$2.64M +$923K +9,132 +54%
SIA
597
Soltis Investment Advisors
Utah
$2.62M +$2.62M +25,897 New
TCM
598
Twin Capital Management
Pennsylvania
$2.59M +$2.59M +25,668 New
AHC
599
Anderson Hoagland & Co
Missouri
$2.55M +$14.5K +142 +0.6%
HT
600
Headlands Technologies
Illinois
$2.54M +$2.54M +25,119 New
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