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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 %
YDMI
826
Y.D. More Investments
Israel
$860K +$860K +8,470 New
SAM
827
Secure Asset Management
Michigan
$852K +$634K +6,269 +291%
WP
828
WealthShield Partners
North Carolina
$851K +$851K +8,424 New
Los Angeles Capital Management
829
Los Angeles Capital Management
California
$848K -$6.87K -68 -0.8%
DZ Bank
830
DZ Bank
Germany
$847K -$29.3K -290 -3%
IIA
831
ICW Investment Advisors
Arizona
$847K +$8.69K +86 +1%
WF
832
Wayfinding Financial
Washington
$836K -$25.5K -254 -3%
KFI
833
Key Financial Inc
Pennsylvania
$833K – – –
TA
834
Tectonic Advisors
Texas
$832K +$68.5K +678 +9%
CCM
835
Coldstream Capital Management
Washington
$831K +$831K +8,219 New
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$828K -$15.7K -155 -2%
FA
837
FDx Advisors
Illinois
$827K +$47.2K +467 +6%
PBO
838
Peoples Bank (Ohio)
Ohio
$825K -$13.1K -130 -2%
SYBT
839
Stock Yards Bank & Trust
Kentucky
$822K +$36.4K +360 +5%
BC
840
Bridgefront Capital
Texas
$814K +$814K +8,055 New
WJWM
841
Williams Jones Wealth Management
New York
$808K -$14.9K -147 -2%
VWM
842
Venturi Wealth Management
Texas
$806K -$57.3K -567 -7%
WT
843
Washington Trust
Rhode Island
$804K – – –
JIC
844
Johnson Investment Counsel
Ohio
$798K -$3.03K -30 -0.4%
ACS
845
Archford Capital Strategies
Illinois
$797K -$41.3K -409 -5%
ZCA
846
Zeke Capital Advisors
Pennsylvania
$795K +$42.6K +421 +6%
FI
847
Financial Insights
Washington
$794K +$794K +7,857 New
FCM
848
Fortis Capital Management
Washington
$793K -$22.1K -219 -3%
MSCM
849
McElhenny Sheffield Capital Management
Texas
$785K +$785K +7,762 New
PSP
850
Principal Street Partners
Tennessee
$782K +$3.13K +31 +0.4%
32 33
34
35 36