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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 %
RIA
1026
Realta Investment Advisors
Delaware
$342K +$22.3K +220 +7%
PK
1027
Pflug Koory
Nebraska
$341K – – –
CFG
1028
Cooper Financial Group
California
$337K +$337K +3,328 New
BWG
1029
Beta Wealth Group
California
$335K +$335K +3,300 New
MWM
1030
Modera Wealth Management
New Jersey
$333K -$175K -1,729 -35%
EFS
1031
Essex Financial Services
Connecticut
$331K -$6.09K -60 -2%
FC
1032
Forte Capital
New York
$331K – – –
QCG
1033
Quadrant Capital Group
Ohio
$329K -$20K -197 -6%
JF
1034
Jump Financial
Illinois
$327K -$380K -3,752 -54%
MAM
1035
Marotta Asset Management
Virginia
$324K – – –
PTC
1036
Provident Trust Company
Wisconsin
$323K – – –
EFL
1037
ERn Financial LLC
Wisconsin
$321K +$1.62K +16 +0.5%
Group One Trading
1038
Group One Trading
Illinois
$320K +$320K +3,157 New
NP
1039
NorthRock Partners
Minnesota
$318K -$4.36K -43 -1%
GIA
1040
Gladstone Institutional Advisory
Florida
$318K +$6.38K +63 +2%
SSB
1041
Sandy Spring Bank
Maryland
$316K -$46.3K -456 -13%
PCM
1042
Penserra Capital Management
California
$316K +$5.16K +51 +2%
SEC
1043
Seven Eight Capital
New York
$316K +$316K +3,120 New
EWM
1044
Endurance Wealth Management
Rhode Island
$315K – – –
CNC
1045
Canandaigua National Corp
New York
$313K -$101K -996 -24%
PJSIMP
1046
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K -$14.7K -150 -4%
FNFDCM
1047
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$313K – – –
EI
1048
Ellevest Inc
New York
$312K +$29.3K +289 +10%
KPWS
1049
Kestra Private Wealth Services
Texas
$311K -$12.6K -124 -4%
STA
1050
Summit Trail Advisors
New York
$310K +$310K +3,055 New
40 41
42
43 44