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Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1101
Colonial Trust
South Carolina
$247K +$247K +2,642 New
OPA
1102
Old Port Advisors
Maine
$246K -$11.1K -110 -4%
NF
1103
Norwood Financial
Pennsylvania
$246K – – –
HBW
1104
Hazlett, Burt & Watson
West Virginia
$244K – – –
IECM
1105
Intrinsic Edge Capital Management
Illinois
$243K -$13.1M -140,000 -98%
WFI
1106
West Family Investments
California
$243K -$17.7K -189 -7%
HFG
1107
Heron Financial Group
New York
$243K – – –
MHC
1108
Meyer Handelman Company
New York
$243K – – –
IAMOG
1109
Investors Asset Management of Georgia
Georgia
$242K – – –
LIM
1110
Leavell Investment Management
Alabama
$238K – – –
NB
1111
Northwest Bancshares
Pennsylvania
$238K – – –
LA
1112
Latitude Advisors
Florida
$235K – – –
HIC
1113
Hartline Investment Corp
Illinois
$235K +$235K +2,507 New
EDRH
1114
Edmond de Rothschild Holding
Switzerland
$234K – – –
VVP
1115
Venture Visionary Partners
Ohio
$233K -$529K -5,680 -69%
WA
1116
WBH Advisory
Maryland
$233K – – –
GIM
1117
Grassi Investment Management
California
$232K -$368K -3,925 -61%
EP
1118
EPIQ Partners
Minnesota
$232K – – –
JCM
1119
Janney Capital Management
Pennsylvania
$231K +$2.34K +25 +1%
CPIG
1120
Chicago Partners Investment Group
Illinois
$231K +$11.3K +117 +5%
CCM
1121
Carlson Capital Management
Minnesota
$230K +$1.12K +12 +0.5%
MW
1122
Marcum Wealth
Ohio
$229K +$841 +9 +0.4%
DP
1123
Dearborn Partners
Illinois
$229K +$4.03K +43 +2%
SSG
1124
Summit Securities Group
New York
$229K +$229K +2,447 New
OWA
1125
One Wealth Advisors
California
$228K +$1.22K +13 +0.5%
43 44
45
46 47