FI icon

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 %
NWM
726
Nicola Wealth Management
British Columbia, Canada
$1.14M – – –
SCP
727
Shorepoint Capital Partners
Massachusetts
$1.13M +$185K +1,819 +20%
EF
728
Empirical Finance
Pennsylvania
$1.12M +$127K +1,253 +13%
EIA
729
Edgemoor Investment Advisors
Maryland
$1.12M +$628K +6,189 +127%
CCA
730
Column Capital Advisors
Indiana
$1.12M -$1.42K -14 -0.1%
Brown Advisory
731
Brown Advisory
Maryland
$1.11M -$60.3K -594 -5%
GC
732
Gould Capital
Washington
$1.1M +$1.1M +10,845 New
PP
733
Prudential plc
United Kingdom
$1.1M +$1.1M +10,795 New
Rockefeller Capital Management
734
Rockefeller Capital Management
New York
$1.09M -$746K -7,365 -41%
FIA
735
Foundations Investment Advisors
Arizona
$1.08M +$36.2K +363 +3%
PCM
736
Poehling Capital Management
Wisconsin
$1.08M +$56K +552 +5%
CI
737
Cigna Investments
Connecticut
$1.07M -$300K -2,954 -22%
GT
738
Greenleaf Trust
Michigan
$1.07M -$1.32K -13 -0.1%
GWA
739
GGM Wealth Advisors
Maryland
$1.05M +$1.05M +10,285 New
S
740
SignatureFD
Georgia
$1.05M -$175K -1,722 -14%
BC
741
Burney Company
Virginia
$1.04M -$47.9K -472 -4%
AF
742
Advisornet Financial
Minnesota
$1.04M +$3.04K +30 +0.3%
JHCP
743
Jackson Hole Capital Partners
Oklahoma
$1.04M +$91K +898 +10%
LAIC
744
Lederer & Associates Investment Counsel
California
$1.03M -$44.6K -440 -4%
MSCM
745
McElhenny Sheffield Capital Management
Texas
$1.03M -$40.6K -400 -4%
KCM
746
Kendall Capital Management
Maryland
$1.02M -$7.61K -75 -0.7%
LAM
747
Lynch Asset Management
Pennsylvania
$1.01M – – –
AWM
748
Accurate Wealth Management
Florida
$1.01M +$414K +4,079 +69%
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M -$11.4K -112 -1%
FWCM
750
Ferguson Wellman Capital Management
Oregon
$996K -$37.3K -368 -4%
28 29
30
31 32