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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 %
ST
776
Smithfield Trust
Pennsylvania
$1.04M +$48.8K +482 +5%
MSAM
777
Moloney Securities Asset Management
Missouri
$1.04M +$47.5K +470 +5%
CG
778
Colony Group
Massachusetts
$1.03M -$281K -2,781 -21%
CA
779
Clearstead Advisors
Ohio
$1.03M – – –
BCV
780
Banque Cantonale Vaudoise
Switzerland
$1.02M -$4.85K -48 -0.5%
MPPLM
781
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.02M +$58K +574 +6%
NIG
782
NFJ Investment Group
Texas
$1.02M -$948K -9,384 -48%
RL
783
Ruffer LLP
United Kingdom
$1.01M -$406K -4,000 -29%
WC
784
Wexford Capital
Florida
$1.01M +$1.01M +10,015 New
BSG
785
Black Swift Group
Colorado
$1.01M +$1.01M +10,000 New
SAM
786
Seelaus Asset Management
New Jersey
$1.01M -$226K -2,235 -18%
PK
787
Pflug Koory
Nebraska
$1.01M +$21.7K +215 +2%
FWCM
788
Ferguson Wellman Capital Management
Oregon
$997K – – –
FFN
789
Focus Financial Network
Minnesota
$994K +$13.4K +133 +1%
LC
790
Lindbrook Capital
California
$988K +$550K +5,443 +126%
RIA
791
Regal Investment Advisors
Michigan
$984K +$8.79K +87 +0.9%
MAS
792
Meeder Advisory Services
Ohio
$980K +$980K +9,696 New
LAIC
793
Lederer & Associates Investment Counsel
California
$976K -$31.2K -309 -3%
CA
794
Cetera Advisors
Colorado
$975K +$230K +2,278 +31%
Boston Partners
795
Boston Partners
Massachusetts
$971K +$971K +9,607 New
IAN
796
Integrated Advisors Network
Texas
$971K -$30.2K -299 -3%
SW
797
SVB Wealth
Massachusetts
$968K -$18.2K -180 -2%
HWAM
798
Hennion & Walsh Asset Management
New Jersey
$967K -$96.8K -957 -9%
S
799
SimplyRich
California
$955K – – –
MFG
800
Merit Financial Group
Georgia
$938K +$518K +5,129 +124%
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