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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 %
FFM
851
Forum Financial Management
Illinois
$591K +$98.7K +1,110 +20%
IFWM
852
Institute for Wealth Management
Colorado
$587K +$89 +1 +0%
HAG
853
HighPoint Advisor Group
Illinois
$587K +$587K +6,252 New
CHC
854
City Holding Co
West Virginia
$584K -$95.1K -1,069 -14%
PGCM
855
Prescott Group Capital Management
Oklahoma
$584K +$50.2K +564 +9%
CGL
856
Clarius Group LLC
Washington
$580K +$89.3K +1,004 +18%
WI
857
Wintrust Investments
Illinois
$578K -$65.7K -738 -10%
FWC
858
First Washington Corp
Washington
$578K – – –
GIM
859
Grassi Investment Management
California
$569K -$142K -1,600 -20%
CBT
860
CoreFirst Bank & Trust
Kansas
$569K – – –
KWM
861
Kingsview Wealth Management
Oregon
$567K -$17.4K -196 -3%
WI
862
Wahed Invest
New York
$566K +$566K +6,367 New
SIM
863
Sadoff Investment Management
Wisconsin
$563K -$22.2K -250 -4%
SW
864
SVB Wealth
Massachusetts
$563K +$42.1K +473 +8%
CCM
865
Coldstream Capital Management
Washington
$561K +$67.8K +762 +14%
TFS
866
Thoroughbred Financial Services
Tennessee
$559K -$79.4K -893 -12%
TAM
867
Trust Asset Management
Texas
$559K +$35.3K +396 +7%
LGA
868
Lebenthal Global Advisors
New York
$559K +$233K +2,620 +71%
RCAG
869
Rehmann Capital Advisory Group
Michigan
$553K -$12.8K -144 -2%
SAM
870
Sompo Asset Management
Japan
$551K +$133K +1,500 +32%
OWP
871
Obermeyer Wealth Partners
Colorado
$544K – – –
EAM
872
Eukles Asset Management
Ohio
$540K +$4K +45 +0.7%
CF
873
Copperwynd Financial
Arizona
$538K -$89 -1 -0%
EWS
874
Evergreen Wealth Solutions
Pennsylvania
$537K -$76.7K -863 -13%
Verition Fund Management
875
Verition Fund Management
Connecticut
$536K -$851K -9,558 -61%
33 34
35
36 37