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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 %
FHA
976
Flagship Harbor Advisors
Massachusetts
$360K -$21K -236 -6%
FHC
977
First Heartland Consultants
Missouri
$360K -$3.11K -35 -0.9%
BCM
978
Becker Capital Management
Oregon
$359K -$24.1K -271 -6%
CIA
979
Capital Investment Advisors
Georgia
$357K -$18.9K -212 -5%
MWM
980
Minot Wealth Management
Massachusetts
$357K -$1.33K -15 -0.4%
VCP
981
Vista Capital Partners
Oregon
$357K – – –
RC
982
RBF Capital
California
$356K – – –
MGIA
983
Moneta Group Investment Advisors
Missouri
$356K +$52.4K +589 +17%
TIS
984
Tortoise Index Solutions
Kansas
$355K -$26K -293 -7%
AMBIA
985
Allen Mooney & Barnes Investment Advisors
Georgia
$354K – – –
WEG
986
World Equity Group
Illinois
$353K +$3.74K +42 +1%
Federated Hermes
987
Federated Hermes
Pennsylvania
$350K -$21.6K -243 -6%
LOAMS
988
Lombard Odier Asset Management (Switzerland)
Switzerland
$348K +$348K +3,908 New
MFS
989
Madrona Financial Services
Washington
$347K – – –
CC
990
Copperleaf Capital
North Carolina
$347K +$712 +8 +0.2%
CA
991
Continuum Advisory
Idaho
$347K +$347K +3,904 New
GP
992
Girard Partners
Pennsylvania
$346K -$98.5K -1,109 -22%
EWA
993
Exencial Wealth Advisors
Oklahoma
$346K +$96.8K +1,088 +39%
AWM
994
Apollon Wealth Management
South Carolina
$346K +$100K +1,130 +41%
WWM
995
Western Wealth Management
Colorado
$342K -$25.4K -286 -7%
SP
996
Symmetry Partners
Connecticut
$342K – – –
QCG
997
Quadrant Capital Group
Ohio
$342K +$53.4K +600 +19%
AT
998
Arden Trust
Delaware
$341K -$13.6K -153 -4%
BP
999
Ballentine Partners
Massachusetts
$337K -$26.5K -298 -7%
Lido Advisors
1000
Lido Advisors
California
$336K +$336K +3,786 New
38 39
40
41 42