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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
701
Summit Financial Group
West Virginia
$1.53M – – –
WS
702
Wedbush Securities
California
$1.53M -$9.2K -91 -0.6%
EGM
703
Engineers Gate Manager
New York
$1.52M -$5.64M -55,779 -79%
GC
704
Guardian Capital
Ontario, Canada
$1.5M -$119K -1,180 -7%
TF
705
TIAA FSB
Florida
$1.49M +$83.3K +824 +6%
AWC
706
Abundance Wealth Counselors
Pennsylvania
$1.47M +$121K +1,195 +9%
AAS
707
Annex Advisory Services
Wisconsin
$1.47M -$149K -1,473 -9%
HSA
708
HBK Sorce Advisory
Pennsylvania
$1.44M +$723K +7,147 +101%
CG
709
Caprock Group
Idaho
$1.44M +$105K +1,034 +8%
FCM
710
Fairbanks Capital Management
California
$1.43M -$4.25K -42 -0.3%
CWM
711
Centurion Wealth Management
Virginia
$1.43M +$1.43M +14,179 New
BBHC
712
Brown Brothers Harriman & Co
New York
$1.43M -$68K -673 -5%
HCM
713
Howland Capital Management
Massachusetts
$1.42M -$101K -1,000 -7%
HIA
714
Harbor Investment Advisory
Maryland
$1.39M +$73.2K +724 +6%
MNBTD
715
Moody National Bank Trust Division
Texas
$1.38M +$54.9K +543 +4%
MSFS
716
Main Street Financial Solutions
Pennsylvania
$1.37M +$63.4K +627 +5%
GCM
717
Greenland Capital Management
New York
$1.36M +$1.36M +13,486 New
Fayez Sarofim & Co
718
Fayez Sarofim & Co
Texas
$1.36M – – –
MCC
719
Malaga Cove Capital
California
$1.35M – – –
MIM
720
MTM Investment Management
South Carolina
$1.35M -$85K -841 -6%
MCCA
721
Mill Creek Capital Advisors
Pennsylvania
$1.34M +$1.34M +13,271 New
PTC
722
Provident Trust Company
Wisconsin
$1.33M +$1.01M +10,000 +314%
IBOK
723
Independence Bank of Kentucky
Kentucky
$1.33M -$18.7K -185 -1%
AI
724
AdvisorShares Investments
Maryland
$1.31M -$33.7K -333 -3%
AWS
725
Atria Wealth Solutions
New York
$1.31M +$10.1K +100 +0.8%
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