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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 %
VIM
901
Vista Investment Management
Pennsylvania
$560K +$15.7K +155 +3%
Los Angeles Capital Management
902
Los Angeles Capital Management
California
$560K +$230K +2,274 +70%
NB
903
NBT Bank
New York
$550K -$2.54K -25 -0.5%
WPW
904
Waldron Private Wealth
Pennsylvania
$546K +$151K +1,496 +38%
GW
905
GW & Wade
Massachusetts
$545K +$168K +1,658 +45%
ECM
906
Evergreen Capital Management
Washington
$540K -$68.9K -680 -11%
MMA
907
Miracle Mile Advisors
California
$535K +$535K +5,279 New
RGC
908
Roberts, Glore & Co
Illinois
$533K – – –
SCF
909
Sante Capital Fund
Texas
$530K +$530K +5,229 New
OPS
910
Orion Portfolio Solutions
Nebraska
$528K +$109K +1,079 +26%
MCM
911
Maryland Capital Management
Maryland
$527K -$72.5K -715 -12%
LCS
912
Levin Capital Strategies
New York
$527K – – –
BA
913
Bridge Advisory
California
$527K – – –
Assenagon Asset Management
914
Assenagon Asset Management
Luxembourg
$521K -$70.9K -699 -12%
BFO
915
Boston Family Office
Massachusetts
$521K – – –
JMFC
916
J.M. Forbes & Co
Massachusetts
$520K – – –
MWC
917
MBM Wealth Consultants
Missouri
$517K +$20.6K +203 +4%
HI
918
Horizon Investments
North Carolina
$516K +$80.9K +798 +19%
PHK
919
Point72 Hong Kong
Hong Kong
$516K +$379K +3,738 +277%
IAA
920
Ironsides Asset Advisors
North Carolina
$512K – – –
FMAEN1
921
Fund Management at Engine No 1
California
$510K +$510K +5,032 New
GP
922
Girard Partners
Pennsylvania
$507K -$936K -9,246 -65%
WA
923
WestEnd Advisors
North Carolina
$507K -$415 -4 Closed
BC
924
Bartlett & Co
Ohio
$497K +$3.04K +30 +0.6%
BCWM
925
Bartlett & Co Wealth Management
Ohio
$497K +$3.04K +30 +0.6%
35 36
37
38 39