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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 %
BAM
1001
Belpointe Asset Management
Nevada
$441K +$56.1K +555 +15%
FHC
1002
First Heartland Consultants
Missouri
$441K +$7.38K +73 +2%
EFL
1003
ERn Financial LLC
Wisconsin
$439K +$4.35K +43 +1%
QCG
1004
Quadrant Capital Group
Ohio
$437K -$14.2K -140 -3%
CNBTD
1005
Citizens National Bank Trust Department
Mississippi
$435K – – –
TIA
1006
Tiemann Investment Advisors
California
$435K -$5.05K -50 -1%
BFEC
1007
Benjamin F. Edwards & Company
Missouri
$434K +$110K +1,092 +34%
KPWS
1008
Kestra Private Wealth Services
Texas
$434K +$112K +1,113 +35%
Federated Hermes
1009
Federated Hermes
Pennsylvania
$433K -$96.6K -956 -18%
SMC
1010
Smith, Moore & Co
Missouri
$433K +$5.05K +50 +1%
FNBTCON
1011
First National Bank & Trust Co of Newtown
Pennsylvania
$433K – – –
BC
1012
Bartlett & Co
Ohio
$431K +$14K +138 +3%
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$431K +$13.9K +138 +3%
SIM
1014
Sentry Investment Management
Wisconsin
$430K +$11K +109 +3%
LWMM
1015
Legacy Wealth Management (Mississippi)
Mississippi
$429K -$13K -129 -3%
SM
1016
STF Management
Texas
$428K +$428K +4,236 New
Lido Advisors
1017
Lido Advisors
California
$427K +$10.1K +100 +2%
H
1018
HoyleCohen
California
$426K – – –
IAA
1019
Ironsides Asset Advisors
North Carolina
$423K -$3.54K -35 -0.8%
JAFL
1020
Jay A. Fishman Ltd
Michigan
$422K – – –
CAMG
1021
CWA Asset Management Group
Florida
$419K +$17.7K +175 +4%
PI
1022
PGGM Investments
Netherlands
$419K +$419K +4,142 New
IA
1023
IFP Advisors
Florida
$418K -$257K -3,378 -38%
CA
1024
Continuum Advisory
Idaho
$417K +$4.85K +48 +1%
CIA
1025
Citadel Investment Advisory
Ohio
$414K -$15.2K -150 -4%
39 40
41
42 43