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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 %
WMG
626
WESCAP Management Group
California
$1.71M -$32.5K -365 -2%
VPIM
627
Vanguard Personalized Indexing Management
California
$1.7M +$574K +6,448 +51%
ECM
628
Everence Capital Management
Indiana
$1.66M – – –
MYAM
629
Meiji Yasuda Asset Management
Japan
$1.65M +$92.5K +1,040 +6%
EIG
630
Ellenbecker Investment Group
Wisconsin
$1.63M +$43.9K +493 +3%
Two Sigma Investments
631
Two Sigma Investments
New York
$1.62M +$1.62M +18,241 New
HR
632
Howe & Rusling
New York
$1.62M +$37.7K +424 +2%
DC
633
Davenport & Co
Virginia
$1.61M -$2.74M -30,803 -63%
WGCA
634
Wolf Group Capital Advisors
Virginia
$1.52M -$100K -1,124 -6%
BCM
635
Bluefin Capital Management
New York
$1.52M +$1.52M +16,670 New
CBN
636
Cadence Bank NA
Texas
$1.51M -$66.1K -743 -4%
SSIM
637
Sheets Smith Investment Management
Texas
$1.51M +$1.51M +13,744 New
RF
638
Robbins Farley
New Hampshire
$1.5M -$85.3K -959 -5%
MWM
639
Mission Wealth Management
California
$1.5M -$23.8K -268 -2%
CQS
640
Credential Qtrade Securities
$1.49M +$19K +214 +1%
AC
641
Apogem Capital
New York
$1.49M – – –
BCM
642
Birch Capital Management
Texas
$1.49M +$190K +2,132 +15%
TF
643
TIAA FSB
Florida
$1.48M -$641K -7,202 -30%
CT
644
Chicago Trust
Illinois
$1.48M +$12K +135 +0.8%
SWM
645
Spire Wealth Management
Virginia
$1.47M -$40.4K -454 -3%
BBHC
646
Brown Brothers Harriman & Co
New York
$1.46M +$15K +169 +1%
BSW
647
Buckingham Strategic Wealth
Missouri
$1.46M +$28.2K +317 +2%
Twin Tree Management
648
Twin Tree Management
Texas
$1.46M +$1.46M +16,356 New
GCMG
649
Gyroscope Capital Management Group
Florida
$1.44M +$250K +2,804 +21%
RE
650
RBC Europe
United Kingdom
$1.43M -$16.5K -185 -1%
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