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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
851
Spinnaker Trust
Maine
$780K – – –
RFN
852
RDA Financial Network
Iowa
$777K +$777K +7,688 New
S
853
Seeyond
France
$776K +$552K +5,457 +245%
IWC
854
Integrated Wealth Concepts
Massachusetts
$771K +$8.99K +89 +1%
KIG
855
Kowal Investment Group
Wisconsin
$770K -$10.3K -102 -1%
SL
856
Stevard LLC
Illinois
$768K – – –
GRP
857
Global Retirement Partners
California
$764K -$49.9K -494 -6%
EH
858
Equitable Holdings
New York
$763K -$276K -2,726 -27%
LC
859
Landaas & Company
Wisconsin
$763K -$145K -1,436 -16%
WI
860
Wahed Invest
New York
$758K +$70.9K +701 +10%
FFA
861
Fragasso Financial Advisors
Pennsylvania
$757K +$757K +7,490 New
AAP
862
Arax Advisory Partners
Colorado
$754K +$18.2K +180 +2%
SIA
863
Strategic Investment Advisors
Michigan
$754K +$66.2K +655 +10%
SWP
864
Stratos Wealth Partners
Ohio
$754K -$19K -188 -2%
DCM
865
Davidson Capital Management
Texas
$750K +$750K +7,417 New
CI
866
Cigna Investments
Connecticut
$747K – – –
APG
867
Abacus Planning Group
South Carolina
$745K -$3.34K -33 -0.4%
FNA
868
First National Advisers
Nebraska
$743K +$79.5K +786 +12%
Wellington Management Group
869
Wellington Management Group
Massachusetts
$743K -$6.16M -60,969 -89%
AWP
870
Abacus Wealth Partners
California
$741K – – –
CPO
871
Cerity Partners OCIO
New York
$734K +$1.52K +15 +0.2%
V
872
VeraBank
Texas
$734K +$13K +129 +2%
BAMCO Inc
873
BAMCO Inc
New York
$728K +$526K +5,200 +260%
WB
874
WesBanco Bank
West Virginia
$718K +$718K +7,108 New
MPM
875
Meritage Portfolio Management
Kansas
$717K -$23.2K -230 -3%
33 34
35
36 37