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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 %
ESCM
926
Echo Street Capital Management
New York
$430K +$430K +4,837 New
AssetMark Inc
927
AssetMark Inc
California
$427K -$165K -1,854 -28%
PCMC
928
Paragon Capital Management (Colorado)
Colorado
$427K – – –
MAM
929
Mystic Asset Management
Rhode Island
$424K +$11.6K +130 +3%
OC
930
Oppenheimer & Co
New York
$421K -$10.9K -122 -3%
1SB
931
1ST Source Bank
Indiana
$421K – – –
BWP
932
Baldwin Wealth Partners
Massachusetts
$419K – – –
XT
933
XTX Topco
Cayman Islands
$417K +$417K +4,683 New
YIH
934
Y-Intercept (HK)
Hong Kong
$415K -$439K -4,924 -51%
KA
935
Kintegral Advisory
New York
$414K +$8.72K +98 +2%
CTC
936
Central Trust Company
Missouri
$413K – – –
SOW
937
State of Wyoming
Wyoming
$411K +$173K +1,948 +73%
PM
938
Penbrook Management
New York
$408K – – –
OL
939
Optas LLC
Texas
$408K +$16.7K +188 +4%
S
940
Seeyond
France
$403K -$8.09K -91 -2%
CCM
941
Condor Capital Management
New Jersey
$400K – – –
AP
942
Appleton Partners
Massachusetts
$398K -$111K -1,250 -22%
VIM
943
Vista Investment Management
Pennsylvania
$398K -$93K -1,045 -19%
UAML
944
US Asset Management LLC
Pennsylvania
$396K – – –
DJSG
945
D.J. St. Germain
Massachusetts
$395K -$2.58K -29 -0.6%
SPI
946
Santori & Peters Inc
Pennsylvania
$394K -$978 -11 -0.2%
9WM
947
9258 Wealth Management
Ohio
$394K +$56.8K +638 +17%
EWA
948
EP Wealth Advisors
California
$393K +$18.8K +212 +5%
SFA
949
Semmax Financial Advisors
North Carolina
$392K -$33.7K -316 -8%
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$390K -$44.5K -500 -10%
36 37
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