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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 %
KWA
951
KCS Wealth Advisory
California
$390K – – –
EFL
952
ERn Financial LLC
Wisconsin
$386K +$105K +1,176 +37%
CA
953
Crumly & Associates
Illinois
$385K +$21.7K +244 +6%
PAS
954
Park Avenue Securities
New York
$384K +$3.83K +43 +1%
PG
955
Pendal Group
Australia
$383K -$32.9K -370 -8%
CNBTD
956
Citizens National Bank Trust Department
Mississippi
$383K – – –
MMG
957
Monetary Management Group
Missouri
$383K – – –
FNBTCON
958
First National Bank & Trust Co of Newtown
Pennsylvania
$381K – – –
TIA
959
Tiemann Investment Advisors
California
$381K – – –
CIA
960
Citadel Investment Advisory
Ohio
$377K -$30.1K -339 -7%
SMC
961
Smith, Moore & Co
Missouri
$377K +$8.91K +100 +2%
OWA
962
Opal Wealth Advisors
New York
$376K -$9.79K -110 -3%
H
963
HoyleCohen
California
$375K +$28.5K +320 +8%
JAFL
964
Jay A. Fishman Ltd
Michigan
$372K – – –
IAA
965
Ironsides Asset Advisors
North Carolina
$371K -$78.4K -880 -17%
LC
966
Lindbrook Capital
California
$371K +$275K +3,093 +287%
FCI
967
Financial Counselors Inc
Kansas
$371K +$371K +4,165 New
MFG
968
Merit Financial Group
Georgia
$369K +$369K +4,147 New
BCWM
969
Bartlett & Co Wealth Management
Ohio
$366K -$69.8K -784 -16%
BC
970
Bartlett & Co
Ohio
$366K -$69.7K -784 -16%
VNB
971
Virginia National Bank
Virginia
$365K – – –
IP
972
Intellectus Partners
California
$364K -$42.9K -483 -11%
WSFS
973
Wilmington Savings Fund Society
Delaware
$363K – – –
WA
974
Wambolt & Associates
Colorado
$361K -$8.36K -94 -2%
SIM
975
Sentry Investment Management
Wisconsin
$360K -$43.8K -493 -11%
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