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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 %
AssetMark Inc
976
AssetMark Inc
California
$471K -$4.55K -45 -1%
ECM
977
Evergreen Capital Management
Washington
$470K +$32.7K +324 +7%
SP
978
Symmetry Partners
Connecticut
$469K – – –
EWA
979
Exencial Wealth Advisors
Oklahoma
$467K +$63.7K +630 +16%
CIG
980
Cascade Investment Group
Colorado
$462K +$462K +4,573 New
LWAM
981
Legacy Wealth Asset Management
Minnesota
$462K +$7.08K +70 +2%
EWS
982
Evergreen Wealth Solutions
Pennsylvania
$458K +$29.9K +296 +7%
WPW
983
Waldron Private Wealth
Pennsylvania
$455K – – –
PM
984
Penbrook Management
New York
$455K – – –
CCM
985
Condor Capital Management
New Jersey
$454K – – –
SS
986
Simplicity Solutions
Minnesota
$454K +$33.6K +332 +8%
MWM
987
Moran Wealth Management
Florida
$451K +$451K +4,464 New
BFO
988
Boston Family Office
Massachusetts
$450K -$12.6K -125 -3%
UAML
989
US Asset Management LLC
Pennsylvania
$449K +$449K +4,447 New
SPI
990
Santori & Peters Inc
Pennsylvania
$448K – – –
CCA
991
Checchi Capital Advisers
California
$448K -$24.4K -241 -5%
SFFS
992
Stonehage Fleming Financial Services
Jersey
$448K +$448K +4,411 New
Verition Fund Management
993
Verition Fund Management
Connecticut
$446K -$639K -6,327 -59%
KWA
994
KCS Wealth Advisory
California
$445K +$2.63K +26 +0.6%
EWA
995
EverSource Wealth Advisors
Alabama
$445K +$405K +4,004 +999%
KI
996
Kula Investments
Illinois
$445K +$445K +4,404 New
WEG
997
World Equity Group
Illinois
$444K +$33.9K +335 +8%
SBIA
998
Sheaff Brock Investment Advisors
Indiana
$443K – – –
HIG
999
Herr Investment Group
Texas
$442K +$442K +4,376 New
CPA
1000
Court Place Advisors
Maryland
$441K +$441K +4,368 New
38 39
40
41 42