FI icon

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 %
IP
1026
Intellectus Partners
California
$414K – – –
VAG
1027
VisionPoint Advisory Group
Texas
$413K +$413K +3,543 New
LI
1028
Lafayette Investments
Maryland
$412K – – –
OWA
1029
Opal Wealth Advisors
New York
$409K -$27.1K -268 -6%
MGIA
1030
Moneta Group Investment Advisors
Missouri
$408K +$47.8K +448 +13%
VCP
1031
Vista Capital Partners
Oregon
$404K – – –
WSFS
1032
Wilmington Savings Fund Society
Delaware
$404K – – –
RC
1033
RBF Capital
California
$404K – – –
APWM
1034
Argonautica Private Wealth Management
Massachusetts
$404K +$404K +3,994 New
CC
1035
Centiva Capital
New York
$404K +$203K +2,006 +101%
DEA
1036
DoubleLine ETF Adviser
Florida
$403K +$403K +3,983 New
SC
1037
Steph & Co
Wisconsin
$402K +$20.3K +201 +5%
TAM
1038
Trillium Asset Management
Massachusetts
$402K +$402K +3,973 New
AMBIA
1039
Allen Mooney & Barnes Investment Advisors
Georgia
$402K – – –
CIA
1040
Capital Investment Advisors
Georgia
$396K – – –
WA
1041
Wambolt & Associates
Colorado
$395K -$15.2K -150 -4%
DM
1042
Delphi Management
Massachusetts
$392K +$392K +3,878 New
EI
1043
Ellevest Inc
New York
$391K +$16.4K +162 +4%
MFS
1044
Madrona Financial Services
Washington
$390K – – –
SBH
1045
Segall Bryant & Hamill
Illinois
$388K – – –
ONB
1046
Old National Bancorp
Indiana
$387K +$48.8K +483 +14%
FHA
1047
Flagship Harbor Advisors
Massachusetts
$386K +$4.55K +45 +1%
AFT
1048
Alpha Family Trust
California
$385K +$385K +3,805 New
HWA
1049
Heritage Wealth Advisors
Virginia
$384K – – –
CFG
1050
Cooper Financial Group
California
$381K +$3.03K +30 +0.8%
40 41
42
43 44