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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 %
APG
826
Abacus Planning Group
South Carolina
$659K – – –
WIA
827
Westbourne Investment Advisors
Maryland
$658K -$80.7K -907 -11%
BCAM
828
Boston Common Asset Management
Massachusetts
$655K -$43.3K -487 -6%
MPM
829
Meritage Portfolio Management
Kansas
$652K – – –
AWP
830
Abacus Wealth Partners
California
$652K – – –
GRP
831
Global Retirement Partners
California
$651K +$8.18K +92 +1%
CPO
832
Cerity Partners OCIO
New York
$645K -$3.74K -42 -0.6%
MCM
833
Manchester Capital Management
Vermont
$641K -$21.7K -244 -3%
V
834
VeraBank
Texas
$635K – – –
GLA
835
Great Lakes Advisors
Illinois
$630K +$630K +7,078 New
CWM
836
Chesapeake Wealth Management
Virginia
$626K – – –
SHGA
837
Sand Hill Global Advisors
California
$623K -$25.2K -283 -4%
DC
838
Dryden Capital
Florida
$623K – – –
HSA
839
HBK Sorce Advisory
Pennsylvania
$619K +$30.7K +345 +5%
NB
840
Nicolet Bankshares
Wisconsin
$616K -$25.8K -290 -4%
AAM
841
Aureus Asset Management
Massachusetts
$612K – – –
TA
842
Tectonic Advisors
Texas
$611K +$37.3K +419 +7%
TAM
843
Townsend Asset Management
North Carolina
$609K -$17.8K -200 -3%
WIS
844
Wright Investors Service
Connecticut
$603K +$603K +6,777 New
HI
845
Harbour Investments
Wisconsin
$600K +$600K +6,743 New
WB
846
WesBanco Bank
West Virginia
$596K – – –
VFA
847
Voya Financial Advisors
Connecticut
$593K +$40K +440 +7%
TC
848
TwinBeech Capital
New York
$592K +$592K +6,651 New
FBC
849
Fairfield, Bush & Co
Connecticut
$591K -$26.7K -300 -4%
CAC
850
Certified Advisory Corp
Florida
$591K – – –
32 33
34
35 36