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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 %
ECM
1001
Evergreen Capital Management
Washington
$335K -$140K -1,568 -29%
BAM
1002
Belpointe Asset Management
Nevada
$333K -$2.23M -25,134 -87%
RIA
1003
Realta Investment Advisors
Delaware
$333K +$20.8K +224 +7%
ED
1004
Exane Derivatives
France
$331K +$85.6K +962 +35%
PIM
1005
Penobscot Investment Management
Massachusetts
$329K +$133K +1,500 +68%
SC
1006
Steph & Co
Wisconsin
$326K +$59.5K +668 +22%
YIA
1007
YHB Investment Advisors
Connecticut
$325K – – –
FPIS
1008
Financial Planning & Information Services
Wisconsin
$324K -$10.1K -113 -3%
TWM
1009
Thrive Wealth Management
Pennsylvania
$322K -$76.3K -858 -19%
SIA
1010
Schechter Investment Advisors
Michigan
$322K +$322K +3,619 New
GD
1011
Grandfield & Dodd
New York
$320K -$66.8K -747 -17%
PWP
1012
Principle Wealth Partners
Connecticut
$320K -$36.4K -410 -10%
MCM
1013
MAI Capital Management
Ohio
$320K -$15.2K -171 -5%
BFM
1014
Boston Financial Management
Massachusetts
$320K – – –
WCA
1015
Waypoint Capital Advisors
Minnesota
$320K – – –
MIA
1016
MMBG Investment Advisors
Florida
$317K -$3.46M -38,850 -92%
LWAC
1017
Laurel Wealth Advisors (California)
California
$317K -$45.6K -513 -13%
PJSIMP
1018
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$22.7K -214 -7%
MLL
1019
Moody Lynn & Lieberson
Massachusetts
$312K – – –
RP
1020
Riverbridge Partners
Minnesota
$310K -$1.16K -13 -0.4%
WP
1021
WMS Partners
Maryland
$308K -$52.5K -590 -15%
SFA
1022
Sequoia Financial Advisors
Ohio
$306K -$7.39K -83 -2%
CFG
1023
Cooper Financial Group
California
$305K +$9.33K +105 +3%
KFSC
1024
Keystone Financial Services (Colorado)
Colorado
$305K +$305K +2,878 New
WA
1025
Wealth Alliance
New York
$305K +$305K +3,438 New
39 40
41
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