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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 %
STA
901
Summit Trail Advisors
New York
$486K +$214K +2,407 +79%
NB
902
NBT Bank
New York
$482K – – –
MWC
903
MBM Wealth Consultants
Missouri
$482K +$28.3K +318 +6%
BA
904
Bridge Advisory
California
$481K – – –
MWM
905
Meridian Wealth Management
Kentucky
$478K +$478K +5,368 New
RF
906
Rollins Financial
Georgia
$478K +$478K +5,377 New
SYBT
907
Stock Yards Bank & Trust
Kentucky
$474K +$474K +5,324 New
PVH
908
Psagot Value Holdings
Israel
$472K -$44.5K -500 -9%
Los Angeles Capital Management
909
Los Angeles Capital Management
California
$472K -$19.2K -216 -4%
LCS
910
Levin Capital Strategies
New York
$463K – – –
RGC
911
Roberts, Glore & Co
Illinois
$461K -$6.67K -75 -1%
OPS
912
Orion Portfolio Solutions
Nebraska
$460K -$3.12K -35 -0.7%
BFO
913
Boston Family Office
Massachusetts
$457K – – –
LI
914
Lafayette Investments
Maryland
$456K -$66.7K -750 -13%
JMFC
915
J.M. Forbes & Co
Massachusetts
$456K – – –
FIM
916
Freedom Investment Management
Connecticut
$452K -$172K -1,929 -28%
PGH
917
Partners Group Holding
Switzerland
$451K -$109K -1,228 -19%
WPW
918
Waldron Private Wealth
Pennsylvania
$445K -$34.2K -385 -7%
UCB
919
United Community Bank
South Carolina
$444K +$24.6K +277 +6%
HI
920
Horizon Investments
North Carolina
$443K -$9.24K -104 -2%
IAA
921
Independent Advisor Alliance
North Carolina
$434K -$70.8K -796 -14%
EIP
922
Ellis Investment Partners
Pennsylvania
$434K – – –
RBA
923
Richard Bernstein Advisors
New York
$434K – – –
SDWMA
924
Schneider Downs Wealth Management Advisors
Pennsylvania
$434K +$434K +4,879 New
MCM
925
Maryland Capital Management
Maryland
$432K -$29.8K -335 -6%
35 36
37
38 39