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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 %
CB
1076
Centennial Bank
Arkansas
$340K +$340K +3,364 New
MC
1077
Machina Capital
France
$340K +$340K +3,362 New
GD
1078
Grandfield & Dodd
New York
$340K -$10.7K -106 -3%
PRC
1079
Pearl River Capital
Michigan
$339K -$156K -1,541 -31%
BCM
1080
Becker Capital Management
Oregon
$337K -$70K -693 -17%
BC
1081
Bowman & Company
Wisconsin
$335K +$335K +3,317 New
CAM
1082
Cresset Asset Management
Illinois
$335K -$47.7K -741 -12%
SIC
1083
Salem Investment Counselors
North Carolina
$335K -$69.5K -688 -17%
BFG
1084
Beacon Financial Group
Texas
$331K +$6.36K +63 +2%
SCA
1085
Stonebridge Capital Advisors
Minnesota
$330K -$2.02K -20 -0.6%
AR
1086
Apeiron RIA
Texas
$329K +$4.95K +49 +2%
ACM
1087
Advisors Capital Management
New Jersey
$329K -$12.4K -123 -4%
FC
1088
Forte Capital
New York
$326K +$6.37K +63 +2%
GW
1089
GW & Wade
Massachusetts
$325K +$31.9K +316 +11%
MAM
1090
Marotta Asset Management
Virginia
$323K – – –
HIP
1091
Harrell Investment Partners
Texas
$323K +$323K +3,200 New
PVH
1092
Psagot Value Holdings
Israel
$323K -$747K -7,400 -70%
IPAM
1093
ICICI Prudential Asset Management
India
$322K +$85K +841 +36%
RIA
1094
Realta Investment Advisors
Delaware
$322K +$101 +1 +0%
CI
1095
CX Institutional
Indiana
$320K +$320K +3,165 New
RWPA
1096
Richard W. Paul & Associates
Michigan
$319K +$319K +3,159 New
EFS
1097
Essex Financial Services
Connecticut
$319K -$1.31K -13 -0.4%
CWS
1098
Confluence Wealth Services
Pennsylvania
$319K +$319K +3,152 New
PTC
1099
Petrus Trust Company
Texas
$317K +$317K +3,133 New
PCM
1100
Penserra Capital Management
California
$315K -$302 -3 -0.1%
42 43
44
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