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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 %
VC
1076
Vestor Capital
Illinois
$245K -$10.7M -120,506 -98%
KA
1077
Kovack Advisors
Florida
$245K -$141K -1,580 -36%
CL
1078
COWA LLC
Oklahoma
$245K -$4.35K -49 -2%
SAM
1079
Silphium Asset Management
United Kingdom
$245K -$22.2K -250 -8%
SFO
1080
Stokes Family Office
Louisiana
$244K -$340K -3,822 -58%
Kayne Anderson Rudnick Investment Management
1081
Kayne Anderson Rudnick Investment Management
California
$244K – – –
IMOV
1082
Investment Management of Virginia
Virginia
$243K – – –
BCA
1083
Bay Colony Advisors
Massachusetts
$242K – – –
OPA
1084
Old Port Advisors
Maine
$241K -$7.64K -81 -3%
CPIG
1085
Chicago Partners Investment Group
Illinois
$241K -$1.69K -16 -0.7%
IIM
1086
Ipswich Investment Management
Massachusetts
$240K – – –
QI
1087
Qtron Investments
Massachusetts
$240K +$240K +2,695 New
NIMI
1088
Natixis Investment Managers International
France
$239K -$83.9K -945 -26%
First Manhattan
1089
First Manhattan
New York
$238K -$71K -800 -23%
PWS
1090
Peloton Wealth Strategists
Indiana
$238K – – –
HBW
1091
Hazlett, Burt & Watson
West Virginia
$234K – – –
NF
1092
Norwood Financial
Pennsylvania
$234K – – –
LA
1093
Lifeworks Advisors
Michigan
$234K – – –
MHC
1094
Meyer Handelman Company
New York
$231K -$6.04K -68 -3%
HFG
1095
Heron Financial Group
New York
$231K – – –
WA
1096
WBH Advisory
Maryland
$230K -$7.96K -86 -3%
IAMOG
1097
Investors Asset Management of Georgia
Georgia
$230K – – –
LIM
1098
Leavell Investment Management
Alabama
$226K – – –
NB
1099
Northwest Bancshares
Pennsylvania
$226K – – –
AWA
1100
Arete Wealth Advisors
Illinois
$225K +$7.47K +84 +3%
42 43
44
45 46