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Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHWM
601
Eads & Heald Wealth Management
Georgia
$2.26M +$29.4K +314 +1%
NMIMC
602
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M +$47.4K +506 +2%
USAA
603
United Services Automobile Association
Texas
$2.21M +$170K +1,822 +8%
TCOO
604
Trust Company of Oklahoma
Oklahoma
$2.2M -$71.2K -761 -3%
OIS
605
Okabena Investment Services
Minnesota
$2.2M +$96.7K +1,034 +5%
WCM
606
Wisconsin Capital Management
Wisconsin
$2.18M -$339K -3,625 -13%
MC
607
Moors & Cabot
Massachusetts
$2.18M -$16.3K -174 -0.7%
FCBT
608
First Citizens Bank & Trust
North Carolina
$2.17M -$748K -7,998 -26%
KRSITF
609
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.15M +$285K +3,045 +15%
DY
610
Dowling & Yahnke
California
$2.14M +$71.9K +769 +3%
TNA
611
True North Advisors
Texas
$2.11M +$187 +2 +0%
TFA
612
Trinity Financial Advisors
Ohio
$2.11M +$51.3K +548 +2%
GT
613
Glenmede Trust
Pennsylvania
$2.11M +$88.6K +947 +4%
CCM
614
Carmel Capital Management
California
$2.09M +$201K +2,150 +11%
ACM
615
Argyle Capital Management
Pennsylvania
$2.07M +$2.53K +27 +0.1%
AIP
616
Ameritas Investment Partners
Nebraska
$2.07M +$48.3K +516 +2%
HPCM
617
Hunter Perkins Capital Management
Illinois
$2.03M -$4.68K -50 -0.2%
CAN
618
Cetera Advisor Networks
California
$2.02M -$452K -4,834 -18%
CCM
619
Community Capital Management
Florida
$2.02M – – –
RIM
620
Regent Investment Management
Kentucky
$2.02M +$63.2K +675 +3%
ASN
621
Advisory Services Network
Georgia
$2.02M -$11.9K -127 -0.6%
BIA
622
Benchmark Investment Advisors
Illinois
$2.01M +$171K +1,825 +9%
ECM
623
Everence Capital Management
Indiana
$2M +$256K +2,740 +15%
PAG
624
Private Advisor Group
New Jersey
$1.98M -$319K -3,408 -14%
ACM
625
AlphaCrest Capital Management
New York
$1.97M -$6.88M -73,545 -78%
23 24
25
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