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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 %
CCM
601
Community Capital Management
Florida
$2.19M -$2.24M -21,600 Closed
PAM
602
Panagora Asset Management
Massachusetts
$2.19M +$670K +6,611 +44%
RIM
603
Regent Investment Management
Kentucky
$2.15M -$86.7K -855 -4%
CSPAM
604
Cary Street Partners Asset Management
Virginia
$2.15M -$80.3K -792 -4%
CNAM
605
Campbell Newman Asset Management
Wisconsin
$2.15M -$6.8K -67 -0.3%
BAAM
606
Baker Avenue Asset Management
California
$2.13M -$5.68K -56 -0.3%
PCM
607
Palouse Capital Management
Washington
$2.13M -$54.7K -539 -2%
BAMF
608
BI Asset Management Fondsmaeglerselskab
Denmark
$2.12M -$1.18M -11,686 -36%
DY
609
Dowling & Yahnke
California
$2.11M +$238K +2,348 +13%
CAL
610
Capital Analysts LLC
Pennsylvania
$2.11M +$65.9K +650 +3%
KTM
611
Keeler Thomas Management
Utah
$2.1M -$350K -3,467 -14%
ADMI
612
Albert D. Mason Inc
Massachusetts
$2.1M +$389K +3,839 +23%
GC
613
Guardian Capital
Ontario, Canada
$2.08M – – –
USCWA
614
U.S. Capital Wealth Advisors
Texas
$2.07M +$37.6K +371 +2%
GJIC
615
Gamble Jones Investment Counsel
California
$2.06M +$6.09K +60 +0.3%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$2.06M +$483K +4,763 +31%
LJHT
617
Laurie J. Hall Trustee
$2.04M -$914K -9,012 -31%
AAS
618
Ameritas Advisory Services
Nebraska
$2.04M +$505K +4,977 +33%
UB
619
UMB Bank
Missouri
$2.04M -$928K -9,154 -31%
RL
620
Ruffer LLP
United Kingdom
$2.03M +$2.03M +20,000 New
Bessemer Group
621
Bessemer Group
New Jersey
$2.01M +$1.07M +10,571 +115%
WMG
622
WESCAP Management Group
California
$1.99M -$34.3K -338 -2%
CAN
623
Cetera Advisor Networks
California
$1.99M +$278K +2,745 +16%
SC
624
Settian Capital
New York
$1.99M – – –
BFA
625
Buttonwood Financial Advisors
Maryland
$1.99M +$85.3K +841 +4%
23 24
25
26 27