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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 %
MFGM
1076
Marshall Financial Group (Maryland)
Maryland
$276K – – –
TA
1077
Townsend & Associates
Colorado
$276K +$16.1K +160 +6%
BFM
1078
Boothbay Fund Management
New York
$276K +$276K +2,719 New
MA
1079
MONECO Advisors
Connecticut
$275K -$405 -4 -0.1%
BFPW
1080
BOK Financial Private Wealth
Colorado
$274K +$274K +2,705 New
IIM
1081
Ipswich Investment Management
Massachusetts
$273K – – –
OPA
1082
Old Port Advisors
Maine
$272K -$6.19K -60 -2%
MCC
1083
Money Concepts Capital
Florida
$272K +$272K +2,687 New
MHC
1084
Meyer Handelman Company
New York
$271K – – –
PWS
1085
Peloton Wealth Strategists
Indiana
$271K – – –
SOW
1086
State of Wyoming
Wyoming
$271K +$10K +99 +4%
WA
1087
WBH Advisory
Maryland
$269K – – –
LA
1088
Lifeworks Advisors
Michigan
$267K – – –
NF
1089
Norwood Financial
Pennsylvania
$266K -$20.3K -200 -7%
FA
1090
FDx Advisors
Illinois
$266K +$2.84K +28 +1%
HBW
1091
Hazlett, Burt & Watson
West Virginia
$265K +$265K +2,610 New
DCM
1092
Dupont Capital Management
Delaware
$264K -$123K -1,210 -32%
HFG
1093
Heron Financial Group
New York
$264K -$27.4K -270 -9%
DP
1094
Dearborn Partners
Illinois
$264K +$20.3K +200 +8%
MW
1095
Marcum Wealth
Ohio
$263K +$54.7K +540 +26%
IAMOG
1096
Investors Asset Management of Georgia
Georgia
$262K -$15.3K -151 -6%
IGWM
1097
ICA Group Wealth Management
Colorado
$262K +$262K +2,609 New
WP
1098
WealthPLAN Partners
Nebraska
$260K +$34.8K +355 +15%
WIM
1099
WealthPlan Investment Management
Nebraska
$260K +$260K +2,651 New
LIM
1100
Leavell Investment Management
Alabama
$258K – – –
42 43
44
45 46