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Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGCM
876
Prescott Group Capital Management
Oklahoma
$608K -$31K -306 -5%
BL
877
Balentine LLC
Georgia
$604K +$604K +5,954 New
AWA
878
Aaron Wealth Advisors
Illinois
$602K +$602K +61,042 New
LCM
879
LVM Capital Management
Michigan
$601K – – –
BTW
880
Boston Trust Walden
Massachusetts
$598K – – –
TAM
881
Trust Asset Management
Texas
$597K +$19.6K +193 +3%
LI
882
Lafayette Investments
Maryland
$596K – – –
Tudor Investment Corp
883
Tudor Investment Corp
Connecticut
$596K +$596K +5,878 New
SW
884
SVB Wealth
Massachusetts
$593K +$1.12K +11 +0.2%
HH
885
Hilltop Holdings
Texas
$592K +$23K +227 +4%
WT
886
Whittier Trust
California
$592K +$89.3K +881 +18%
CRI
887
Colonial River Investments
Virginia
$592K +$592K +3,358 New
PVH
888
Psagot Value Holdings
Israel
$588K +$4.46K +44 +0.8%
CIC
889
Chase Investment Counsel
Virginia
$587K – – –
CI
890
Conning Inc
Connecticut
$585K +$20.7K +204 +4%
AP
891
Appleton Partners
Massachusetts
$581K -$54.3K -535 -9%
PCM
892
Parsons Capital Management
Rhode Island
$579K -$20.3K -200 -3%
IAA
893
Independent Advisor Alliance
North Carolina
$576K -$167K -1,649 -23%
CAM
894
Cresset Asset Management
Illinois
$574K -$163K -1,608 -22%
SC
895
Savant Capital
Illinois
$573K -$72.4K -714 -11%
CGL
896
Clarius Group LLC
Washington
$573K – – –
SFP
897
Shepherd Financial Partners
Massachusetts
$570K -$49.3K -486 -8%
TCA
898
Transcend Capital Advisors
New Jersey
$568K -$913 -9 -0.2%
CCM
899
Coldstream Capital Management
Washington
$562K -$68.3K -674 -11%
FFM
900
Forum Financial Management
Illinois
$561K -$95.2K -940 -15%
34 35
36
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