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Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1001
Personal Capital Advisors
California
$385K -$74.9K -738 -16%
WP
1002
Waycross Partners
Kentucky
$385K +$385K +3,800 New
9WM
1003
9258 Wealth Management
Ohio
$384K +$111K +1,100 +41%
MCM
1004
MAI Capital Management
Ohio
$382K +$71.1K +701 +23%
HTC
1005
Haverford Trust Company
Pennsylvania
$381K -$2.84K -28 -0.7%
CIC
1006
Carnegie Investment Counsel
Ohio
$380K -$34.5K -340 -8%
FPIS
1007
Financial Planning & Information Services
Wisconsin
$380K +$380K +3,750 New
TPWA
1008
TRUE Private Wealth Advisors
Oregon
$376K +$10.5K +102 +3%
YIA
1009
YHB Investment Advisors
Connecticut
$371K – – –
LGA
1010
Lebenthal Global Advisors
New York
$371K +$82.1K +811 +28%
NIMI
1011
Natixis Investment Managers International
France
$368K +$200K +1,976 +119%
BFM
1012
Boston Financial Management
Massachusetts
$365K -$17K -168 -4%
WCA
1013
Waypoint Capital Advisors
Minnesota
$365K +$60.7K +599 +20%
AAS
1014
Avantax Advisory Services
Texas
$357K +$45.5K +450 +15%
SFA
1015
Sequoia Financial Advisors
Ohio
$357K +$357K +3,521 New
WA
1016
WP Advisors
California
$357K +$357K +3,523 New
MLL
1017
Moody Lynn & Lieberson
Massachusetts
$356K – – –
RP
1018
Riverbridge Partners
Minnesota
$355K -$94.8K -934 -21%
BFG
1019
Beacon Financial Group
Texas
$353K -$10.1K -99 -3%
First Manhattan
1020
First Manhattan
New York
$352K -$60.7K -600 -15%
MGIA
1021
Moneta Group Investment Advisors
Missouri
$346K -$41.9K -413 -11%
FFG
1022
Fortem Financial Group
California
$345K -$59.7K -589 -15%
PAM
1023
Paradigm Asset Management
New York
$345K – – –
PP
1024
Pegasus Partners
Wisconsin
$344K -$46.1K -455 -12%
GIA
1025
Gateway Investment Advisers
Ohio
$343K +$13.5K +133 +4%
39 40
41
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