FI icon

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 %
CBT
901
Central Bank & Trust
Kentucky
$649K -$33.2K -328 -5%
CBT
902
CoreFirst Bank & Trust
Kansas
$647K – – –
BPA
903
Beacon Pointe Advisors
California
$646K -$209K -2,068 -24%
MCA
904
Magnolia Capital Advisors
Mississippi
$646K +$428K +4,239 +197%
WI
905
Wintrust Investments
Illinois
$642K -$6.57K -65 -1%
LT
906
Legacy Trust
Michigan
$642K +$642K +6,352 New
KeyBank National Association
907
KeyBank National Association
Ohio
$640K -$19.4K -192 -3%
BAAM
908
Baker Avenue Asset Management
California
$639K +$132K +1,308 +26%
OPS
909
Orion Portfolio Solutions
Nebraska
$634K +$59.1K +585 +10%
KWM
910
Kingsview Wealth Management
Oregon
$633K -$14.7K -145 -2%
IIA
911
Integral Investment Advisors
California
$623K +$16K +158 +3%
APC
912
Aspire Private Capital
North Carolina
$622K +$35.6K +352 +6%
SLF
913
Sun Life Financial
Ontario, Canada
$620K -$48.1K -473 -7%
MCM
914
MAI Capital Management
Ohio
$619K +$139K +1,379 +29%
EAM
915
Eukles Asset Management
Ohio
$616K +$2.73K +27 +0.4%
WA
916
Wealth Alliance
New York
$611K +$240K +2,374 +65%
WT
917
Whittier Trust
California
$611K -$269K -2,659 -31%
PAS
918
Park Avenue Securities
New York
$610K +$158K +1,564 +35%
CAAS
919
Capital Asset Advisory Services
Michigan
$608K -$296K -2,867 -33%
SPC
920
Sigma Planning Corp
Michigan
$600K -$5.36K -53 -0.9%
TFS
921
Thoroughbred Financial Services
Tennessee
$600K -$60.1K -596 -9%
PCM
922
Parsons Capital Management
Rhode Island
$599K +$101 +1 +0%
BTW
923
Boston Trust Walden
Massachusetts
$596K – – –
RCAG
924
Rehmann Capital Advisory Group
Michigan
$590K -$33.8K -334 -5%
ACA
925
Atlas Capital Advisors
Wyoming
$582K -$135K -1,338 -19%
35 36
37
38 39