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 %
AA
676
ALPS Advisors
Colorado
$1.27M -$302K -3,396 -19%
OQS
677
Occudo Quantitative Strategies
Florida
$1.27M +$158K +1,782 +14%
OSAM
678
O'Shaughnessy Asset Management
Connecticut
$1.26M +$206K +2,311 +19%
MIM
679
MTM Investment Management
South Carolina
$1.26M +$1.26M +13,658 New
DSC
680
Duncker Streett & Co
Missouri
$1.26M – – –
WANY
681
Wealthspire Advisors (New York)
New York
$1.26M +$151K +1,694 +14%
MFS
682
Mirabella Financial Services
United Kingdom
$1.25M +$1.25M +14,085 New
IC
683
IEQ Capital
California
$1.24M -$416K -4,670 -25%
CM
684
Caption Management
Oklahoma
$1.22M -$3.45M -38,745 -74%
HCM
685
Howland Capital Management
Massachusetts
$1.22M – – –
FCM
686
Fairbanks Capital Management
California
$1.21M +$143K +1,605 +13%
Fayez Sarofim & Co
687
Fayez Sarofim & Co
Texas
$1.2M -$89K -1,000 -7%
AWC
688
Abundance Wealth Counselors
Pennsylvania
$1.19M +$55K +618 +5%
AI
689
AdvisorShares Investments
Maryland
$1.18M -$17.8K -200 -1%
DIA
690
Dean Investment Associates
Ohio
$1.18M -$81.7K -919 -6%
IBOK
691
Independence Bank of Kentucky
Kentucky
$1.18M +$4K +45 +0.3%
CG
692
Caprock Group
Idaho
$1.17M +$111K +1,248 +10%
EGM
693
Engineers Gate Manager
New York
$1.17M +$1.17M +13,166 New
FTDI
694
First Trust Direct Indexing
Massachusetts
$1.17M -$71.6K -805 -6%
CA
695
Clearstead Advisors
Ohio
$1.17M +$25.3K +284 +2%
BCA
696
Bray Capital Advisors
Florida
$1.16M -$276K -3,100 -19%
PFO
697
Pathstone Family Office
New Jersey
$1.16M +$422K +4,744 +57%
DHFB
698
Dixon Hubard Feinour & Brown
Virginia
$1.15M -$307K -3,450 -21%
P
699
Pitcairn
Pennsylvania
$1.14M -$30.4K -342 -3%
QT
700
Quantamental Technologies
New York
$1.14M +$319K +3,586 +39%
26 27
28
29 30