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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 %
SAM
1051
Silphium Asset Management
United Kingdom
$379K – – –
RSA
1052
River Street Advisors
Illinois
$375K +$375K +3,706 New
LRWA
1053
Long Run Wealth Advisors
New York
$371K – – –
DP
1054
Dearborn Partners
Illinois
$369K +$122K +1,203 +49%
FPIS
1055
Financial Planning & Information Services
Wisconsin
$368K – – –
VF
1056
Virtu Financial
New York
$366K -$640K -6,342 -64%
PCA
1057
Personal Capital Advisors
California
$365K +$21.6K +214 +6%
YC
1058
Yarbrough Capital
Tennessee
$363K -$240K -2,370 -40%
LWAC
1059
Laurel Wealth Advisors (California)
California
$362K +$4.15K +41 +1%
MIA
1060
MMBG Investment Advisors
Florida
$360K – – –
WAG
1061
Wallace Advisory Group
California
$358K +$358K +3,547 New
SFA
1062
Semmax Financial Advisors
North Carolina
$358K -$4.06K -39 -1%
BFM
1063
Boston Financial Management
Massachusetts
$358K +$14.5K +143 +4%
CC
1064
Cannell & Co
New York
$356K -$37.5M -370,578 -99%
SPP
1065
Single Point Partners
Massachusetts
$354K +$354K +3,498 New
YIA
1066
YHB Investment Advisors
Connecticut
$353K -$10.1K -100 -3%
PGH
1067
Partners Group Holding
Switzerland
$352K -$160K -1,584 -31%
NGA
1068
Naples Global Advisors
Florida
$352K +$10.2K +101 +3%
MLL
1069
Moody Lynn & Lieberson
Massachusetts
$351K – – –
PFGIA
1070
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$13.1K +130 +4%
TPWA
1071
TRUE Private Wealth Advisors
Oregon
$346K +$22.3K +221 +7%
KFSC
1072
Keystone Financial Services (Colorado)
Colorado
$343K -$9.71K -91 -3%
WP
1073
WMS Partners
Maryland
$342K – – –
OIA
1074
Optimum Investment Advisors
Illinois
$341K +$152K +1,500 +80%
HAG
1075
HF Advisory Group
Maryland
$341K +$341K +3,371 New
41 42
43
44 45