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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 %
VFA
876
Voya Financial Advisors
Connecticut
$716K -$109K -1,073 -13%
IFWM
877
Institute for Wealth Management
Colorado
$708K +$37.2K +368 +6%
DC
878
Dryden Capital
Florida
$707K – – –
FMAEN1
879
Fund Management at Engine No 1
California
$706K +$85K +841 +14%
SHGA
880
Sand Hill Global Advisors
California
$706K – – –
NB
881
Nicolet Bankshares
Wisconsin
$701K +$1.01K +10 +0.1%
CHC
882
City Holding Co
West Virginia
$695K +$104K +1,026 +18%
BCAM
883
Boston Common Asset Management
Massachusetts
$694K -$50.5K -499 -7%
MWM
884
Meridian Wealth Management
Kentucky
$694K +$397K +3,931 +134%
SSWM
885
Sheets Smith Wealth Management
North Carolina
$691K – – –
AAM
886
Aureus Asset Management
Massachusetts
$690K -$5.05K -50 -0.7%
WIS
887
Wright Investors Service
Connecticut
$685K – – –
MMA
888
Miracle Mile Advisors
California
$683K +$114K +1,127 +20%
TAM
889
Townsend Asset Management
North Carolina
$682K -$10.1K -100 -1%
SIA
890
Schechter Investment Advisors
Michigan
$681K +$109K +1,076 +19%
CWM
891
Chesapeake Wealth Management
Virginia
$680K -$20.4K -202 -3%
SW
892
SkyOak Wealth
Michigan
$677K -$68.5K -678 -9%
WIA
893
Westbourne Investment Advisors
Maryland
$675K -$48.3K -478 -7%
TAM
894
Trust Asset Management
Texas
$672K – – –
CAC
895
Certified Advisory Corp
Florida
$672K – – –
CGL
896
Clarius Group LLC
Washington
$663K -$38.5K -381 -5%
TWM
897
Thrive Wealth Management
Pennsylvania
$659K +$57.1K +565 +9%
FWC
898
First Washington Corp
Washington
$657K – – –
SCM
899
Shelton Capital Management
Colorado
$657K -$11.9M -117,471 -95%
MA
900
Mutual Advisors
Nebraska
$650K +$13.2K +131 +2%
34 35
36
37 38