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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 %
RCM
1101
Radnor Capital Management
Pennsylvania
$225K +$225K +2,528 New
DA
1102
DSC Advisors
Illinois
$224K -$26.6K -299 -11%
RP
1103
Riverwater Partners
Wisconsin
$224K +$224K +2,521 New
LA
1104
Latitude Advisors
Florida
$223K -$444K -4,987 -67%
PA
1105
Parallel Advisors
California
$223K -$26K -292 -10%
BWP
1106
BSW Wealth Partners
Colorado
$223K +$20.8K +233 +10%
AI
1107
Ariel Investments
Illinois
$222K +$23.5K +264 +12%
SCM
1108
Sandler Capital Management
New York
$222K +$222K +2,500 New
EDRH
1109
Edmond de Rothschild Holding
Switzerland
$222K +$222K +2,500 New
ER
1110
Enlightenment Research
Florida
$222K +$222K +2,500 New
EP
1111
EPIQ Partners
Minnesota
$221K -$35.6K -400 -14%
T
1112
TOBAM
France
$220K +$220K +2,476 New
CA
1113
Claro Advisors
Massachusetts
$219K +$47.5K +534 +28%
CCM
1114
Carlson Capital Management
Minnesota
$218K -$5.96K -67 -3%
CPIA
1115
Cornell Pochily Investment Advisors
New York
$218K +$17.8K +200 +9%
MW
1116
Marcum Wealth
Ohio
$217K -$13.6K -153 -6%
JCM
1117
Janney Capital Management
Pennsylvania
$217K – – –
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$2.93K -33 -1%
SCM
1119
Schnieders Capital Management
California
$216K – – –
OWA
1120
One Wealth Advisors
California
$216K – – –
TTWM
1121
TCV Trust & Wealth Management
Virginia
$215K – – –
PFS
1122
Physicians Financial Services
North Carolina
$215K +$37.6K +422 +21%
IUHSA
1123
Itau Unibanco Holding S.A.
Brazil
$215K +$193K +2,174 +887%
CWA
1124
CM Wealth Advisors
Ohio
$214K +$214K +2,410 New
DP
1125
Dearborn Partners
Illinois
$214K -$17.8K -200 -8%
43 44
45
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