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Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$1.47M – – –
JCM
677
Jacobi Capital Management
Pennsylvania
$1.46M +$1.32K +13 +0.1%
PTC
678
Private Trust Company
Ohio
$1.45M -$85.1K -839 -6%
CSPIA
679
Cary Street Partners Investment Advisory
Virginia
$1.45M -$54.9K -541 -4%
V
680
Veritable
Delaware
$1.45M +$13.6K +134 +0.9%
DIA
681
Dean Investment Associates
Ohio
$1.44M +$22.3K +220 +2%
DSC
682
Duncker Streett & Co
Missouri
$1.43M -$57.8K -570 -4%
MNBTD
683
Moody National Bank Trust Division
Texas
$1.43M -$188K -1,850 -12%
FTDI
684
First Trust Direct Indexing
Massachusetts
$1.41M +$123K +1,214 +10%
FAIM
685
Financial Advocates Investment Management
Washington
$1.41M -$406 -4 -0%
TI
686
Tidal Investments
Wisconsin
$1.39M +$133K +1,312 +11%
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$1.39M -$86.4K -852 -6%
LG
688
LaFleur & Godfrey
Michigan
$1.39M +$314K +3,095 +29%
HCM
689
Howland Capital Management
Massachusetts
$1.39M -$29.1K -287 -2%
AI
690
AdvisorShares Investments
Maryland
$1.37M +$116K +1,140 +9%
Cerity Partners
691
Cerity Partners
New York
$1.37M -$475K -4,684 -26%
PA
692
Pinnacle Associates
New York
$1.36M -$115K -1,135 -8%
FCH
693
Freestone Capital Holdings
Washington
$1.36M -$43.1K -425 -3%
GCMG
694
Gyroscope Capital Management Group
Florida
$1.36M +$159K +1,568 +13%
LC
695
Landaas & Company
Wisconsin
$1.35M – – –
IBOK
696
Independence Bank of Kentucky
Kentucky
$1.34M +$37.5K +370 +3%
P
697
Pitcairn
Pennsylvania
$1.34M +$226K +2,228 +20%
CA
698
Clearstead Advisors
Ohio
$1.3M +$37K +365 +3%
IFS
699
Ifrah Financial Services
Arkansas
$1.3M -$134K -1,320 -9%
AWC
700
Abundance Wealth Counselors
Pennsylvania
$1.29M +$156K +1,534 +14%
26 27
28
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