FI icon

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 %
EVM
1051
Evelyn V. Moreno
$276K +$276K +3,107 New
FNFDCM
1052
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$275K – – –
SFG
1053
Steward Financial Group
Texas
$275K +$21.3K +240 +8%
EFS
1054
Essex Financial Services
Connecticut
$274K -$15.8K -178 -5%
PCM
1055
Penserra Capital Management
California
$271K -$6.66K -75 -2%
SEC
1056
Seven Eight Capital
New York
$271K -$6.13K -69 -2%
CNC
1057
Canandaigua National Corp
New York
$271K -$3.65K -41 -1%
EI
1058
Ellevest Inc
New York
$271K -$2.85K -32 -1%
NW
1059
NewEdge Wealth
Pennsylvania
$270K +$270K +3,031 New
CAMG
1060
CWA Asset Management Group
Florida
$268K +$268K +3,010 New
CCG
1061
Ceeto Capital Group
Florida
$267K – – –
GIA
1062
Gladstone Institutional Advisory
Florida
$266K -$13.3K -149 -5%
BDF
1063
Balasa Dinverno & Foltz
$262K +$45.6K +513 +21%
MA
1064
MONECO Advisors
Connecticut
$259K +$17.9K +202 +7%
TA
1065
Townsend & Associates
Colorado
$258K +$3.79K +41 +1%
SSB
1066
Sandy Spring Bank
Maryland
$257K -$19.6K -220 -7%
ISL
1067
Ingalls & Snyder LLC
New York
$255K – – –
EP
1068
Edgestream Partners
New Jersey
$255K +$255K +2,861 New
KPWS
1069
Kestra Private Wealth Services
Texas
$254K -$19.1K -215 -7%
CFS
1070
CRA Financial Services
New Jersey
$253K – – –
PCA
1071
Personal Capital Advisors
California
$252K -$85.4K -960 -25%
ONB
1072
Old National Bancorp
Indiana
$252K +$1.33K +15 +0.5%
CCM
1073
Chiron Capital Management
Florida
$249K +$35.6K +400 +17%
WFI
1074
West Family Investments
California
$248K +$248K +2,789 New
FA
1075
FDx Advisors
Illinois
$246K +$12.7K +143 +5%
41 42
43
44 45