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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 %
CAL
601
Capital Analysts LLC
Pennsylvania
$1.87M +$17.5K +197 +0.9%
RIM
602
Regent Investment Management
Kentucky
$1.86M -$28.5K -320 -2%
IIM
603
INTECH Investment Management
Florida
$1.85M +$1.85M +20,747 New
CNAM
604
Campbell Newman Asset Management
Wisconsin
$1.84M -$43.5K -489 -2%
ADMI
605
Albert D. Mason Inc
Massachusetts
$1.83M -$4.09K -46 -0.2%
PCM
606
Palouse Capital Management
Washington
$1.82M -$55.6K -625 -3%
SPIA
607
Steward Partners Investment Advisory
New York
$1.8M -$222K -2,493 -11%
CCM
608
Carmel Capital Management
California
$1.79M +$209K +2,350 +13%
LJHT
609
Laurie J. Hall Trustee
$1.79M – – –
BFA
610
Buttonwood Financial Advisors
Maryland
$1.79M +$46.9K +527 +3%
SWM
611
Sendero Wealth Management
Texas
$1.79M +$176K +1,973 +11%
AAS
612
Ameritas Advisory Services
Nebraska
$1.79M -$4.54K -51 -0.3%
Pacer Advisors
613
Pacer Advisors
Pennsylvania
$1.78M -$1.18M -13,273 -40%
GJIC
614
Gamble Jones Investment Counsel
California
$1.78M -$32K -360 -2%
Bessemer Group
615
Bessemer Group
New Jersey
$1.78M +$15.4K +173 +0.9%
KRSITF
616
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.77M +$208K +2,337 +13%
Walleye Trading
617
Walleye Trading
New York
$1.77M +$1.77M +19,877 New
GC
618
Guardian Capital
Ontario, Canada
$1.75M -$68.5K -770 -4%
BIA
619
Benchmark Investment Advisors
Illinois
$1.75M +$133K +1,500 +8%
UB
620
UMB Bank
Missouri
$1.75M -$43.7K -491 -2%
Ensign Peak Advisors
621
Ensign Peak Advisors
Utah
$1.74M -$578K -6,490 -25%
Wealthfront Advisers
622
Wealthfront Advisers
California
$1.74M +$367K +4,124 +27%
BFG
623
Berger Financial Group
Minnesota
$1.73M -$231K -2,596 -12%
USCWA
624
U.S. Capital Wealth Advisors
Texas
$1.73M -$85.2K -957 -5%
CSPAM
625
Cary Street Partners Asset Management
Virginia
$1.72M -$169K -1,905 -9%
23 24
25
26 27