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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 %
FIB
801
First Interstate Bank
Montana
$746K +$746K +8,392 New
WF
802
Wayfinding Financial
Washington
$742K – – –
SWM
803
Segment Wealth Management
Texas
$737K -$75K -843 -9%
IIA
804
ICW Investment Advisors
Arizona
$737K +$1.16K +13 +0.2%
ST
805
Spinnaker Trust
Maine
$730K – – –
APA
806
American Portfolios Advisors
New York
$730K +$66.5K +747 +10%
VVP
807
Venture Visionary Partners
Ohio
$728K -$17.3K -195 -2%
SWP
808
Stratos Wealth Partners
Ohio
$725K -$42.5K -478 -6%
WJWM
809
Williams Jones Wealth Management
New York
$724K +$461K +5,185 +176%
ACS
810
Archford Capital Strategies
Illinois
$721K -$5.61K -63 -0.8%
GC
811
Grimes & Company
Massachusetts
$720K – – –
FCM
812
Fortis Capital Management
Washington
$719K -$16.9K -190 -2%
WT
813
Washington Trust
Rhode Island
$708K -$11.1K -125 -2%
JIC
814
Johnson Investment Counsel
Ohio
$705K +$34.6K +389 +5%
Rockefeller Capital Management
815
Rockefeller Capital Management
New York
$699K -$252K -2,842 -27%
SAM
816
Seelaus Asset Management
New Jersey
$695K +$695K +7,810 New
CI
817
Cigna Investments
Connecticut
$688K -$247K -2,778 -26%
PSP
818
Principal Street Partners
Tennessee
$683K -$4.98K -56 -0.7%
AP
819
AtonRa Partners
Switzerland
$681K -$700K -7,868 -51%
KCM
820
Kathmere Capital Management
Pennsylvania
$677K +$5.61K +63 +0.8%
EWM
821
Empirical Wealth Management
Washington
$676K +$101K +1,134 +18%
GCIA
822
Gabelli & Co Investment Advisers
New York
$675K +$53.4K +600 +9%
ZCA
823
Zeke Capital Advisors
Pennsylvania
$673K -$83.6K -940 -11%
IWC
824
Integrated Wealth Concepts
Massachusetts
$668K +$1.87K +21 +0.3%
GSC
825
Ground Swell Capital
South Carolina
$666K +$666K +7,486 New
31 32
33
34 35