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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 %
FAT
876
First American Trust
California
$534K -$9.43K -106 -2%
YC
877
Yarbrough Capital
Tennessee
$531K -$60.9K -684 -10%
SPC
878
Sigma Planning Corp
Michigan
$531K -$12.5K -140 -2%
KeyBank National Association
879
KeyBank National Association
Ohio
$530K -$28.8K -323 -5%
BOS
880
Bank of Stockton
California
$527K -$8.9K -100 -2%
PCM
881
Parsons Capital Management
Rhode Island
$527K +$19.2K +216 +4%
RPCONE
882
Retirement Planning Company of New England
Rhode Island
$524K -$77.2K -868 -13%
BTW
883
Boston Trust Walden
Massachusetts
$524K – – –
FMAEN1
884
Fund Management at Engine No 1
California
$523K +$74.9K +841 +17%
IIA
885
Integral Investment Advisors
California
$521K -$40.2K -451 -7%
NWM
886
Nicola Wealth Management
British Columbia, Canada
$520K -$477K -5,367 -48%
CIC
887
Chase Investment Counsel
Virginia
$515K – – –
WT
888
Whittier Trust
California
$513K -$6.58K -74 -1%
CAM
889
Cresset Asset Management
Illinois
$510K +$17.2K +198 +3%
CI
890
Conning Inc
Connecticut
$509K -$4.27K -48 -0.8%
LCM
891
LVM Capital Management
Michigan
$506K -$21.4K -240 -4%
HH
892
Hilltop Holdings
Texas
$504K -$15.1K -170 -3%
SC
893
Savant Capital
Illinois
$503K +$267 +3 +0.1%
MA
894
Mutual Advisors
Nebraska
$501K +$95.9K +1,077 +24%
SFP
895
Shepherd Financial Partners
Massachusetts
$500K – – –
TCA
896
Transcend Capital Advisors
New Jersey
$492K -$6.77K -76 -1%
IA
897
IFP Advisors
Florida
$492K – – –
BAM
898
Blueshift Asset Management
New Jersey
$489K -$584K -6,566 -54%
CCA
899
Checchi Capital Advisers
California
$489K -$22.1K -209 -4%
TCM
900
Teza Capital Management
Illinois
$487K +$487K +5,472 New
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36
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