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 %
FAT
926
First American Trust
California
$578K -$23.5K -233 -4%
SFA
927
Sequoia Financial Advisors
Ohio
$577K +$347K +3,435 +151%
LCM
928
LVM Capital Management
Michigan
$570K – – –
CF
929
Copperwynd Financial
Arizona
$569K -$2.08M -20,542 -78%
TCA
930
Transcend Capital Advisors
New Jersey
$569K +$1.52K +15 +0.3%
FIA
931
Foundations Investment Advisors
Arizona
$568K -$335K -3,318 -37%
SFP
932
Shepherd Financial Partners
Massachusetts
$568K – – –
BOS
933
Bank of Stockton
California
$567K -$20.2K -200 -3%
AWM
934
Axxcess Wealth Management
California
$564K +$240K +2,376 +74%
NB
935
NBT Bank
New York
$555K +$7.58K +75 +1%
FBC
936
Fairfield, Bush & Co
Connecticut
$555K – – –
SC
937
Savant Capital
Illinois
$550K +$22.8K +226 +4%
AP
938
AtonRa Partners
Switzerland
$548K -$229K -2,263 -29%
RPCONE
939
Retirement Planning Company of New England
Rhode Island
$547K +$6.06K +60 +1%
Tudor Investment Corp
940
Tudor Investment Corp
Connecticut
$541K +$541K +5,349 New
BP
941
Ballentine Partners
Massachusetts
$536K +$15.5K +153 +3%
UCB
942
United Community Bank
South Carolina
$535K -$8.59K -85 -2%
ETIA
943
Epic Trust Investment Advisors
Washington
$533K -$37.4K -370 -7%
DFG
944
Delta Financial Group
New Jersey
$532K +$532K +5,277 New
FFM
945
Forum Financial Management
Illinois
$529K -$180K -1,780 -25%
BA
946
Bridge Advisory
California
$526K – – –
RF
947
Rollins Financial
Georgia
$523K +$523K +5,176 New
HH
948
Hilltop Holdings
Texas
$521K -$31.7K -314 -6%
CA
949
Crumly & Associates
Illinois
$521K +$80.7K +798 +18%
PWP
950
Principle Wealth Partners
Connecticut
$518K +$22.7K +225 +5%
36 37
38
39 40