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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 %
IC
626
IEQ Capital
California
$1.97M +$671K +7,167 +52%
BMSSC
627
B. Metzler seel. Sohn & Co
Germany
$1.96M -$1.25M -13,328 -39%
Pacer Advisors
628
Pacer Advisors
Pennsylvania
$1.96M +$83.3K +890 +4%
JCM
629
Jacobsen Capital Management
Utah
$1.95M -$93.4K -998 -5%
CAL
630
Capital Analysts LLC
Pennsylvania
$1.95M -$11.7K -125 -0.6%
CNAM
631
Campbell Newman Asset Management
Wisconsin
$1.94M -$1.31K -14 -0.1%
ADMI
632
Albert D. Mason Inc
Massachusetts
$1.93M -$1.5K -16 -0.1%
CSPAM
633
Cary Street Partners Asset Management
Virginia
$1.93M +$118K +1,260 +7%
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$1.92M +$595K +6,358 +45%
BFA
635
Buttonwood Financial Advisors
Maryland
$1.92M -$8.99K -94 -0.5%
DA
636
Dillon & Associates
Michigan
$1.89M +$1.89M +20,130 New
AAS
637
Ameritas Advisory Services
Nebraska
$1.88M +$374 +4 +0%
LJHT
638
Laurie J. Hall Trustee
$1.88M -$4.68K -50 -0.2%
GJIC
639
Gamble Jones Investment Counsel
California
$1.84M -$23.4K -250 -1%
JG
640
Jefferies Group
New York
$1.83M +$1.52M +16,271 +494%
PCM
641
Palouse Capital Management
Washington
$1.82M -$94K -1,005 -5%
USCWA
642
U.S. Capital Wealth Advisors
Texas
$1.82M -$1.22K -13 -0.1%
BFG
643
Berger Financial Group
Minnesota
$1.8M -$25K -267 -1%
EIG
644
Ellenbecker Investment Group
Wisconsin
$1.79M +$80.5K +860 +5%
DC
645
Davenport & Co
Virginia
$1.79M +$90.8K +970 +5%
WMG
646
WESCAP Management Group
California
$1.75M -$50.6K -541 -3%
NIG
647
NFJ Investment Group
Texas
$1.73M +$693K +7,778 +67%
CT
648
Chicago Trust
Illinois
$1.67M +$115K +1,224 +7%
HR
649
Howe & Rusling
New York
$1.66M -$43.2K -462 -3%
MYAM
650
Meiji Yasuda Asset Management
Japan
$1.64M -$89.8K -960 -5%
24 25
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