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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 %
BWM
701
BerganKDV Wealth Management
Minnesota
$1.13M +$48.2K +542 +4%
Cetera Investment Advisers
702
Cetera Investment Advisers
Illinois
$1.13M +$28.3K +318 +3%
IFS
703
Ifrah Financial Services
Arkansas
$1.12M -$17.3K -195 -2%
MNBTD
704
Moody National Bank Trust Division
Texas
$1.12M -$129K -1,447 -10%
AG
705
AIA Group
Hong Kong
$1.12M +$463K +5,210 +70%
HIA
706
Harbor Investment Advisory
Maryland
$1.11M +$63.3K +712 +6%
EIA
707
Edgemoor Investment Advisors
Maryland
$1.11M +$129K +1,444 +13%
WP
708
Waycross Partners
Kentucky
$1.11M +$774K +8,700 +229%
CBB
709
Citizens Business Bank
California
$1.1M -$9.61K -108 -0.9%
EFM
710
E Fund Management
China
$1.1M -$13.6K -153 -1%
AC
711
Annandale Capital
Texas
$1.1M – – –
PCA
712
Private Capital Advisors
Connecticut
$1.09M – – –
MCC
713
Malaga Cove Capital
California
$1.09M +$258K +2,916 +31%
JHCP
714
Jackson Hole Capital Partners
Oklahoma
$1.08M +$167K +1,875 +18%
NDSI
715
Newman Dignan & Sheerar Inc
Rhode Island
$1.07M -$25.8K -290 -2%
BOC
716
Barbara Oil Co
Illinois
$1.07M – – –
TI
717
Tidal Investments
Wisconsin
$1.06M -$160K -1,800 -13%
TFA
718
Transamerica Financial Advisors
Florida
$1.06M +$1.06M +11,944 New
FIA
719
Foundations Investment Advisors
Arizona
$1.06M +$47.4K +505 +5%
ECM
720
ExodusPoint Capital Management
New York
$1.05M -$5.13M -57,628 -83%
AIIMS
721
Analyst IMS Investment Management Services
Israel
$1.05M -$63.6K -715 -6%
MBT
722
Montecito Bank & Trust
California
$1.05M -$18.2K -205 -2%
EF
723
Empirical Finance
Pennsylvania
$1.04M +$57.3K +644 +6%
NIG
724
NFJ Investment Group
Texas
$1.04M -$626K -7,029 -38%
NA
725
NewEdge Advisors
Louisiana
$1.02M -$375K -4,216 -27%
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