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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 %
GIP
776
Granite Investment Partners
California
$917K -$262K -2,579 -22%
LSC
777
Lyon Street Capital
California
$913K -$203K -2,000 -18%
SLF
778
Sun Life Financial
Ontario, Canada
$908K -$5.97K -59 -0.7%
KFI
779
Key Financial Inc
Pennsylvania
$903K – – –
AIM
780
Achmea Investment Management
Netherlands
$899K – – –
AIL
781
AGF Investments LLC
Ontario, Canada
$899K +$899K +8,862 New
CIA
782
Choate Investment Advisors
Massachusetts
$897K -$123K -1,215 -12%
VWM
783
Venturi Wealth Management
Texas
$893K +$3.04K +30 +0.3%
PBO
784
Peoples Bank (Ohio)
Ohio
$891K +$2.53K +25 +0.3%
Koshinski Asset Management
785
Koshinski Asset Management
Illinois
$889K -$10.5K -104 -1%
IAN
786
Integrated Advisors Network
Texas
$885K +$94.8K +935 +12%
VC
787
Veracity Capital
Georgia
$885K +$197K +1,940 +29%
SWP
788
Stratos Wealth Partners
Ohio
$875K +$107K +1,057 +14%
D.E. Shaw & Co
789
D.E. Shaw & Co
New York
$875K +$875K +8,634 New
IDA
790
Intelligence Driven Advisers
California
$873K – – –
MCM
791
Mitchell Capital Management
Kansas
$864K – – –
ZCA
792
Zeke Capital Advisors
Pennsylvania
$863K +$426K +4,205 +98%
ST
793
Smithfield Trust
Pennsylvania
$859K +$19.3K +190 +2%
VVP
794
Venture Visionary Partners
Ohio
$849K – – –
ACS
795
Archford Capital Strategies
Illinois
$844K +$43.3K +419 +5%
PFO
796
Pathstone Family Office
New Jersey
$844K +$388K +3,819 +85%
WIA
797
Westbourne Investment Advisors
Maryland
$842K -$48.1K -474 -5%
IIA
798
ICW Investment Advisors
Arizona
$839K +$10.7K +106 +1%
FCM
799
Fortis Capital Management
Washington
$839K +$113K +1,116 +16%
ST
800
Spinnaker Trust
Maine
$832K +$62.2K +613 +8%
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