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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 %
GIP
776
Granite Investment Partners
California
$804K – – –
LC
777
Landaas & Company
Wisconsin
$801K -$353K -3,968 -31%
SAM
778
Steinberg Asset Management
New York
$799K -$15.2K -171 -2%
AIM
779
Achmea Investment Management
Netherlands
$788K – – –
CIA
780
Choate Investment Advisors
Massachusetts
$787K – – –
CC
781
Centiva Capital
New York
$787K +$716K +8,051 +1,009%
AAS
782
Avantax Advisory Services
Texas
$786K +$472K +5,299 +150%
Koshinski Asset Management
783
Koshinski Asset Management
Illinois
$779K -$445 -5 -0.1%
VC
784
Veracity Capital
Georgia
$777K +$534 +6 +0.1%
VWM
785
Venturi Wealth Management
Texas
$776K -$7.03K -79 -0.9%
PBO
786
Peoples Bank (Ohio)
Ohio
$776K -$6.23K -70 -0.8%
SI
787
Stephens Inc
Arkansas
$766K -$860K -9,666 -53%
KIG
788
Kowal Investment Group
Wisconsin
$766K -$68.4K -768 -8%
CA
789
Cetera Advisors
Colorado
$765K -$86.5K -972 -10%
NERM
790
New England Research & Management
Illinois
$765K +$765K +8,601 New
BL
791
Balentine LLC
Georgia
$764K +$234K +2,629 +44%
SW
792
SkyOak Wealth
Michigan
$758K -$65.1K -731 -8%
MCM
793
Mitchell Capital Management
Kansas
$758K – – –
MPPLM
794
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$757K +$30.4K +342 +4%
AIC
795
Aurora Investment Counsel
Georgia
$757K +$31.4K +353 +4%
TMAM
796
Tokio Marine Asset Management
Japan
$757K +$131K +1,469 +21%
WG
797
Winton Group
United Kingdom
$757K +$757K +8,512 New
ST
798
Smithfield Trust
Pennsylvania
$753K – – –
SLF
799
Sun Life Financial
Ontario, Canada
$749K -$51.4K -576 -6%
MAM
800
Meeder Asset Management
Ohio
$748K +$113K +1,267 +18%
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