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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
626
Vanguard Personalized Indexing Management
California
$2.32M -$192K -1,897 -8%
CCM
627
Carmel Capital Management
California
$2.3M +$40.4K +400 +2%
CSPAM
628
Cary Street Partners Asset Management
Virginia
$2.28M +$203K +2,010 +10%
TNA
629
True North Advisors
Texas
$2.27M +$404 +4 +0%
TFA
630
Trinity Financial Advisors
Ohio
$2.27M – – –
HWM
631
HB Wealth Management
Georgia
$2.26M +$552K +5,463 +32%
ACM
632
Argyle Capital Management
Pennsylvania
$2.23M – – –
AIP
633
Ameritas Investment Partners
Nebraska
$2.23M -$97.6K -925 -4%
Pacer Advisors
634
Pacer Advisors
Pennsylvania
$2.19M +$77.1K +763 +4%
BMSSC
635
B. Metzler seel. Sohn & Co
Germany
$2.18M +$59.2K +586 +3%
RIM
636
Regent Investment Management
Kentucky
$2.17M -$15.7K -155 -0.7%
BIA
637
Benchmark Investment Advisors
Illinois
$2.15M -$25.3K -250 -1%
AAM
638
Arabesque Asset Management
United Kingdom
$2.14M +$2.14M +21,166 New
ADMI
639
Albert D. Mason Inc
Massachusetts
$2.09M +$10.8K +107 +0.5%
CNAM
640
Campbell Newman Asset Management
Wisconsin
$2.08M -$9.7K -96 -0.5%
CAL
641
Capital Analysts LLC
Pennsylvania
$2.05M -$62.1K -614 -3%
LJHT
642
Laurie J. Hall Trustee
$2.03M – – –
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$2.02M -$54.8K -542 -3%
NMIMC
644
Northwestern Mutual Investment Management Company
Wisconsin
$2.01M -$389K -3,852 -16%
Vontobel Holding
645
Vontobel Holding
Switzerland
$2M +$351K +3,515 +21%
Qube Research & Technologies (QRT)
646
Qube Research & Technologies (QRT)
United Kingdom
$1.99M -$27.5M -272,051 -93%
BFA
647
Buttonwood Financial Advisors
Maryland
$1.99M -$37.2K -368 -2%
WTG
648
West Tower Group
Virginia
$1.97M +$1.97M +19,510 New
GJIC
649
Gamble Jones Investment Counsel
California
$1.97M -$20.2K -200 -1%
BFG
650
Berger Financial Group
Minnesota
$1.94M -$7.78K -77 -0.4%
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