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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 %
SC
726
Sawyer & Company
Massachusetts
$1.02M +$1.02M +11,427 New
CA
727
Callahan Advisors
Texas
$1.02M -$13.4K -150 -1%
American Century Companies
728
American Century Companies
Missouri
$1.01M +$187K +2,099 +23%
Carson Wealth (CWM LLC)
729
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$181K +2,037 +22%
MSE
730
MUFG Securities EMEA
United Kingdom
$1.01M +$450K +5,060 +81%
PP
731
Prudential plc
United Kingdom
$1M +$39.4K +443 +4%
Brown Advisory
732
Brown Advisory
Maryland
$988K +$17.3K +195 +2%
CAAS
733
Capital Asset Advisory Services
Michigan
$988K +$119K +1,336 +14%
SCP
734
Shorepoint Capital Partners
Massachusetts
$984K -$5.88K -66 -0.6%
PCM
735
Poehling Capital Management
Wisconsin
$981K +$35.8K +402 +4%
AI
736
AXS Investments
New York
$981K +$981K +11,024 New
CCA
737
Column Capital Advisors
Indiana
$978K – – –
CG
738
Colony Group
Massachusetts
$970K -$77.2K -867 -7%
BCM
739
Brookstone Capital Management
Illinois
$961K -$205K -2,202 -18%
GWA
740
GGM Wealth Advisors
Maryland
$952K – – –
GT
741
Greenleaf Trust
Michigan
$948K +$13.6K +153 +1%
LWM
742
Lionsbridge Wealth Management
Florida
$942K -$60.2K -677 -6%
GC
743
Gould Capital
Washington
$937K -$28.3K -318 -3%
GCM
744
Graham Capital Management
Connecticut
$930K +$707K +7,948 +316%
RJT
745
Raymond James Trust
Florida
$916K -$579K -6,498 -39%
AF
746
Advisornet Financial
Minnesota
$915K +$1.96K +22 +0.2%
BCV
747
Banque Cantonale Vaudoise
Switzerland
$904K -$207K -2,332 -19%
FWCM
748
Ferguson Wellman Capital Management
Oregon
$900K +$26.7K +300 +3%
FCH
749
Freestone Capital Holdings
Washington
$894K -$297K -3,340 -25%
LAIC
750
Lederer & Associates Investment Counsel
California
$894K -$5.25K -59 -0.6%
28 29
30
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