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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 %
TCM
726
Teza Capital Management
Illinois
$1.28M +$1.28M +12,649 New
GT
727
Greenleaf Trust
Michigan
$1.27M +$86.8K +858 +7%
EFM
728
E Fund Management
China
$1.25M -$59.4K -588 -5%
QCM
729
Quantinno Capital Management
New York
$1.25M +$1.25M +12,392 New
BWM
730
BerganKDV Wealth Management
Minnesota
$1.24M -$4.25K -42 -0.3%
PCA
731
Private Capital Advisors
Connecticut
$1.24M – – –
DIA
732
Dean Investment Associates
Ohio
$1.23M -$125K -1,241 -9%
BL
733
Balentine LLC
Georgia
$1.23M +$127K +1,255 +12%
IFS
734
Ifrah Financial Services
Arkansas
$1.23M -$38.6K -382 -3%
MCM
735
Manchester Capital Management
Vermont
$1.23M +$500K +4,946 +69%
DC
736
Davenport & Co
Virginia
$1.23M -$705K -6,973 -37%
WANY
737
Wealthspire Advisors (New York)
New York
$1.22M +$26K +257 +2%
NDSI
738
Newman Dignan & Sheerar Inc
Rhode Island
$1.22M – – –
DSC
739
Duncker Streett & Co
Missouri
$1.22M +$17.2K +170 +1%
NERM
740
New England Research & Management
Illinois
$1.22M +$1.22M +12,051 New
SC
741
Sawyer & Company
Massachusetts
$1.21M – – –
BOC
742
Barbara Oil Co
Illinois
$1.21M – – –
KA
743
Kovack Advisors
Florida
$1.21M -$1.62K -16 -0.1%
P
744
Pitcairn
Pennsylvania
$1.2M +$5.76K +57 +0.5%
CP
745
Cumberland Partners
Ontario, Canada
$1.19M +$227K +2,250 +24%
FTDI
746
First Trust Direct Indexing
Massachusetts
$1.18M -$101K -997 -8%
RJT
747
Raymond James Trust
Florida
$1.17M +$207K +2,052 +22%
CCM
748
Community Capital Management
Florida
$1.15M -$1.03M -10,200 -47%
AIIMS
749
Analyst IMS Investment Management Services
Israel
$1.15M – – –
AI
750
AXS Investments
New York
$1.14M +$127K +1,257 +13%
28 29
30
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