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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 %
BPA
751
Beacon Pointe Advisors
California
$993K +$644K +6,350 +184%
DZ Bank
752
DZ Bank
Germany
$991K -$695K -6,837 -41%
CAAS
753
Capital Asset Advisory Services
Michigan
$990K +$298K +2,938 +43%
FFN
754
Focus Financial Network
Minnesota
$975K +$975K +9,617 New
YIH
755
Y-Intercept (HK)
Hong Kong
$972K +$972K +9,583 New
CBT
756
Central Bank & Trust
Kentucky
$971K – – –
CA
757
Cetera Advisors
Colorado
$970K -$3.65K -36 -0.4%
IRF
758
IBM Retirement Fund
New York
$969K -$38.7K -382 -4%
RIA
759
Regal Investment Advisors
Michigan
$966K +$47.2K +466 +5%
MSAM
760
Moloney Securities Asset Management
Missouri
$962K -$60.8K -600 -6%
BCM
761
Brown Capital Management
Maryland
$960K – – –
S
762
SimplyRich
California
$958K -$10.1K -100 -1%
VI
763
Vestcor Inc
New Brunswick, Canada
$953K +$207K +2,045 +28%
MGP
764
Metis Global Partners
California
$953K +$426K +4,195 +81%
RIM
765
Redpoint Investment Management
Australia
$952K -$378K -3,725 -28%
KIG
766
Kowal Investment Group
Wisconsin
$951K +$8.22K +81 +0.9%
MCC
767
Malaga Cove Capital
California
$951K +$106K +1,044 +13%
Carson Wealth (CWM LLC)
768
Carson Wealth (CWM LLC)
Nebraska
$940K -$2.59M -25,560 -73%
QT
769
Quantamental Technologies
New York
$940K +$940K +9,269 New
SW
770
SkyOak Wealth
Michigan
$938K -$20.4K -201 -2%
American Century Companies
771
American Century Companies
Missouri
$936K +$88.3K +870 +10%
AA
772
Addison Advisors
Vermont
$934K +$211K +2,080 +29%
MIAS
773
Mason Investment Advisory Services
Virginia
$930K -$768K -7,572 -45%
SAM
774
Steinberg Asset Management
New York
$928K -$1.22K -12 -0.1%
SWM
775
Segment Wealth Management
Texas
$926K +$44.6K +440 +5%
29 30
31
32 33