FI icon

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 %
S
751
SignatureFD
Georgia
$888K -$33.9K -381 -4%
LAM
752
Lynch Asset Management
Pennsylvania
$888K – – –
BC
753
Burney Company
Virginia
$886K -$26.8K -301 -3%
SIC
754
Salem Investment Counselors
North Carolina
$884K -$6.46M -72,618 -88%
WWA
755
WCG Wealth Advisors
Nevada
$884K +$884K +9,932 New
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$883K – – –
AIL
757
AGF Investments LLC
Ontario, Canada
$877K +$88.8K +999 +11%
KCM
758
Kendall Capital Management
Maryland
$871K -$26.7K -300 -3%
DZ Bank
759
DZ Bank
Germany
$870K -$715 -8 -0.1%
FFN
760
Focus Financial Network
Minnesota
$863K +$7.39K +83 +0.9%
PK
761
Pflug Koory
Nebraska
$862K +$563K +6,325 +188%
CBT
762
Central Bank & Trust
Kentucky
$852K – – –
BCM
763
Brown Capital Management
Maryland
$842K – – –
S
764
SimplyRich
California
$840K – – –
PA
765
Pinnacle Associates
New York
$834K -$360K -4,044 -30%
RIA
766
Regal Investment Advisors
Michigan
$833K -$15.3K -172 -2%
MGP
767
Metis Global Partners
California
$832K -$3.47K -39 -0.4%
KFI
768
Key Financial Inc
Pennsylvania
$825K – – –
Fiera Capital (Canada)
769
Fiera Capital (Canada)
Quebec, Canada
$823K +$646K +7,252 +364%
IAN
770
Integrated Advisors Network
Texas
$821K +$44.4K +499 +6%
AA
771
Addison Advisors
Vermont
$820K – – –
IDA
772
Intelligence Driven Advisers
California
$814K +$657 +7 +0.1%
MSAM
773
Moloney Securities Asset Management
Missouri
$813K -$31.7K -356 -4%
Tudor Investment Corp
774
Tudor Investment Corp
Connecticut
$810K +$287K +3,229 +55%
BPA
775
Beacon Pointe Advisors
California
$805K -$64.1K -723 -7%
29 30
31
32 33