FI icon

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 %
CB
651
Cadence Bank
Mississippi
$1.43M +$8.72K +98 +0.6%
AAS
652
Annex Advisory Services
Wisconsin
$1.43M -$68.4K -769 -5%
NSIM
653
North Star Investment Management
Illinois
$1.42M – – –
PAM
654
Palisade Asset Management
Minnesota
$1.42M – – –
Jones Financial Companies
655
Jones Financial Companies
Missouri
$1.41M -$36.7K -413 -3%
KTM
656
Keeler Thomas Management
Utah
$1.4M -$447K -5,026 -24%
SFI
657
Siemens Fonds Invest
Germany
$1.4M -$4.36K -49 -0.3%
HWM
658
HB Wealth Management
Georgia
$1.4M +$26K +292 +2%
LG
659
LaFleur & Godfrey
Michigan
$1.4M +$176K +1,975 +14%
SDIC
660
South Dakota Investment Council
South Dakota
$1.39M – – –
CCP
661
Cunning Capital Partners
North Carolina
$1.39M +$1.39M +15,575 New
PRC
662
Pearl River Capital
Michigan
$1.38M +$1.38M +15,519 New
CT
663
Coastline Trust
Rhode Island
$1.37M -$261K -2,930 -16%
JCM
664
Jacobi Capital Management
Pennsylvania
$1.36M +$78.9K +886 +6%
EH
665
Equitable Holdings
New York
$1.35M -$1.06M -11,908 -44%
GCWM
666
Graham Capital Wealth Management
District of Columbia
$1.35M -$2.76K -31 -0.2%
SFG
667
Summit Financial Group
West Virginia
$1.35M -$102K -1,150 -7%
WS
668
Wedbush Securities
California
$1.34M -$7.21K -81 -0.5%
MOS
669
MGO One Seven
Ohio
$1.33M +$5.34K +60 +0.4%
V
670
Veritable
Delaware
$1.32M +$47.9K +539 +4%
RIM
671
Redpoint Investment Management
Australia
$1.32M +$484K +5,434 +58%
VI
672
Vestcor Inc
New Brunswick, Canada
$1.28M +$447K +5,018 +53%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$1.28M +$62K +697 +5%
GI
674
GAMCO Investors
Connecticut
$1.28M -$48.9K -550 -4%
FAIM
675
Financial Advocates Investment Management
Washington
$1.28M +$40.8K +459 +3%
25 26
27
28 29