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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 %
NB
1101
Northwest Bancshares
Pennsylvania
$258K – – –
CCM
1102
Carlson Capital Management
Minnesota
$255K -$2.43K -24 -0.9%
GCM
1103
Graham Capital Management
Connecticut
$254K +$254K +2,513 New
PFGIA
1104
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$14.4K -142 -5%
UF
1105
Univest Financial
Pennsylvania
$249K -$3.6M -35,462 -94%
AWA
1106
Arete Wealth Advisors
Illinois
$248K -$9.02K -89 -4%
PI
1107
Putnam Investments
Massachusetts
$247K -$6.71K -66 -3%
JCM
1108
Janney Capital Management
Pennsylvania
$247K – – –
BDF
1109
Balasa Dinverno & Foltz
$247K +$7.21K +71 +3%
SCM
1110
Schnieders Capital Management
California
$246K +$9.24K +91 +4%
OWA
1111
One Wealth Advisors
California
$246K +$246K +2,423 New
DA
1112
Duality Advisers
Florida
$246K +$246K +2,428 New
Capstone Investment Advisors
1113
Capstone Investment Advisors
New York
$245K -$15.8M -156,003 -98%
TTWM
1114
TCV Trust & Wealth Management
Virginia
$245K – – –
TSS
1115
Two Sigma Securities
New York
$243K -$139K -1,371 -36%
AF
1116
Arrow Financial
New York
$243K -$7.59K -75 -3%
CG
1117
Corundum Group
Colorado
$243K – – –
CCM
1118
Chiron Capital Management
Florida
$243K +$243K +2,400 New
HIC
1119
Holderness Investments Company
North Carolina
$242K -$30.4K -300 -11%
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$241K – – –
CWM
1121
Congress Wealth Management
Massachusetts
$240K -$33.6K -331 -12%
TCM
1122
Tran Capital Management
California
$237K -$556K -5,497 -70%
TPCW
1123
TD Private Client Wealth
New York
$234K -$5.07K -50 -2%
CF
1124
Centaurus Financial
California
$234K -$27.5K -271 -11%
GIM
1125
Greenwich Investment Management
Connecticut
$234K -$20.8K -205 -8%
43 44
45
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