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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 %
E
701
Ergoteles
New York
$1.28M +$1.28M +12,616 New
VPIM
702
Vanguard Personalized Indexing Management
California
$1.28M +$220K +2,173 +21%
AIIMS
703
Analyst IMS Investment Management Services
Israel
$1.27M -$189K -1,861 -13%
CBB
704
Citizens Business Bank
California
$1.27M -$2.71M -26,717 -68%
BCV
705
Banque Cantonale Vaudoise
Switzerland
$1.27M -$205K -2,024 -14%
SCMU
706
Steadfast Capital Management (UK)
United Kingdom
$1.27M +$1.27M +12,491 New
OQS
707
Occudo Quantitative Strategies
Florida
$1.27M +$257K +2,531 +25%
EFM
708
E Fund Management
China
$1.26M +$45.9K +453 +4%
BCM
709
Brookstone Capital Management
Illinois
$1.26M -$109K -1,086 -8%
WANY
710
Wealthspire Advisors (New York)
New York
$1.26M -$396K -3,904 -24%
Cetera Investment Advisers
711
Cetera Investment Advisers
Illinois
$1.26M -$88.3K -871 -7%
AC
712
Annandale Capital
Texas
$1.25M – – –
PCA
713
Private Capital Advisors
Connecticut
$1.24M – – –
BWM
714
BerganKDV Wealth Management
Minnesota
$1.24M +$71.2K +702 +6%
BAM
715
Blueshift Asset Management
New Jersey
$1.22M -$87.2K -860 -7%
BOC
716
Barbara Oil Co
Illinois
$1.22M – – –
FCM
717
Fairbanks Capital Management
California
$1.22M -$260K -2,566 -18%
MBT
718
Montecito Bank & Trust
California
$1.21M -$13.9K -137 -1%
CG
719
Caprock Group
Idaho
$1.21M +$266K +2,619 +28%
OSAM
720
O'Shaughnessy Asset Management
Connecticut
$1.21M +$207K +2,038 +21%
HIA
721
Harbor Investment Advisory
Maryland
$1.2M +$77.2K +761 +7%
CG
722
Colony Group
Massachusetts
$1.19M -$14M -138,122 -92%
CA
723
Callahan Advisors
Texas
$1.17M -$91.3K -900 -7%
Nomura Holdings
724
Nomura Holdings
Japan
$1.17M -$14.8M -143,724 -93%
LWM
725
Lionsbridge Wealth Management
Florida
$1.14M -$34K -335 -3%
27 28
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