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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 %
LS
651
Livforsakringsbolaget Skandia
Sweden
$1.63M -$589K -6,300 -27%
Two Sigma Advisers
652
Two Sigma Advisers
New York
$1.61M +$1.61M +17,200 New
UB
653
UMB Bank
Missouri
$1.61M -$232K -2,475 -13%
BCM
654
Birch Capital Management
Texas
$1.6M +$37.6K +402 +2%
WGCA
655
Wolf Group Capital Advisors
Virginia
$1.59M -$11K -118 -0.7%
RF
656
Robbins Farley
New Hampshire
$1.59M +$8.61K +92 +0.5%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$1.59M +$240K +2,563 +18%
GCMG
658
Gyroscope Capital Management Group
Florida
$1.59M +$71.9K +768 +5%
HWM
659
HB Wealth Management
Georgia
$1.58M +$107K +1,143 +7%
MWM
660
Mission Wealth Management
California
$1.57M -$1.59K -17 -0.1%
AC
661
Apogem Capital
New York
$1.57M – – –
Vontobel Holding
662
Vontobel Holding
Switzerland
$1.57M -$818K -8,630 -34%
KTM
663
Keeler Thomas Management
Utah
$1.56M +$78.7K +841 +5%
SPIA
664
Steward Partners Investment Advisory
New York
$1.55M -$343K -3,668 -18%
LG
665
LaFleur & Godfrey
Michigan
$1.55M +$85.6K +915 +6%
BSW
666
Buckingham Strategic Wealth
Missouri
$1.54M +$12.4K +133 +0.8%
CQS
667
Credential Qtrade Securities
$1.54M -$27.7K -296 -2%
FNBOMD
668
First National Bank of Mount Dora
Florida
$1.53M -$1.81M -19,376 -54%
AIL
669
AGF Investments LLC
Ontario, Canada
$1.53M +$603K +6,446 +65%
JCM
670
Jacobi Capital Management
Pennsylvania
$1.52M +$87.1K +931 +6%
NA
671
NewEdge Advisors
Louisiana
$1.5M +$433K +4,632 +40%
GC
672
Guardian Capital
Ontario, Canada
$1.5M -$342K -3,660 -19%
NSIM
673
North Star Investment Management
Illinois
$1.5M – – –
AAS
674
Annex Advisory Services
Wisconsin
$1.5M -$5.05K -54 -0.3%
PAM
675
Palisade Asset Management
Minnesota
$1.49M – – –
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