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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 %
SO
76
STRS Ohio
Ohio
$93M +$636K +6,293 +0.7%
WF
77
Welch & Forbes
Massachusetts
$92.9M -$862K -8,524 -0.9%
BIP
78
Brandes Investment Partners
California
$91.3M -$11.9M -118,012 -12%
SAM
79
Southeastern Asset Management
Tennessee
$90.7M -$24.3M -240,040 -21%
AllianceBernstein
80
AllianceBernstein
Tennessee
$86.8M -$1.41M -13,926 -2%
RRAM
81
River Road Asset Management
Kentucky
$84.2M -$4.98M -49,247 -6%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$82.5M +$34.9M +346,022 +73%
CS
83
Credit Suisse
Switzerland
$82.2M +$2.85M +28,203 +4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$81.2M -$36.2M -357,735 -31%
NSCM
85
New South Capital Management
Tennessee
$78.4M -$3.84M -37,953 -5%
Citigroup
86
Citigroup
New York
$77.9M -$22.2M -219,946 -22%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.7M -$2.24M -22,183 -3%
Principal Financial Group
88
Principal Financial Group
Iowa
$76.6M -$4.09M -40,473 -5%
HNB
89
Huntington National Bank
Ohio
$75.2M +$2.88M +28,451 +4%
MAM
90
Madison Asset Management
Wisconsin
$75.2M -$2.7M -26,670 -3%
APG Asset Management
91
APG Asset Management
Netherlands
$74.2M +$29.6M +292,770 +66%
Public Employees Retirement Association of Colorado
92
Public Employees Retirement Association of Colorado
Colorado
$74M -$1.02M -10,100 -1%
Citadel Advisors
93
Citadel Advisors
Florida
$72.8M +$71.9M +711,165 +7,876%
MAMU
94
Marathon Asset Management (UK)
United Kingdom
$72M -$1.73M -17,159 -2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$71.7M -$542K -5,365 -0.8%
HA
96
Homestead Advisers
Virginia
$70.3M -$324K -3,200 -0.5%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$69.1M +$229K +2,270 +0.3%
Artisan Partners
98
Artisan Partners
Wisconsin
$68.8M -$1.38M -13,682 -2%
CAG
99
Crestwood Advisors Group
Massachusetts
$67.7M -$347K -3,433 -0.5%
SEI Investments
100
SEI Investments
Pennsylvania
$67.5M -$20.2M -200,207 -23%
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