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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 %
ACP
1126
Aveo Capital Partners
Colorado
$234K +$234K +2,308 New
BCA
1127
Bay Colony Advisors
Massachusetts
$232K -$81K -800 -26%
CCM
1128
Chickasaw Capital Management
Tennessee
$231K – – –
SCA
1129
Stonebridge Capital Advisors
Minnesota
$231K – – –
BWP
1130
BSW Wealth Partners
Colorado
$230K +$230K +2,269 New
CA
1131
CoreCap Advisors
Michigan
$229K – – –
CPIA
1132
Cornell Pochily Investment Advisors
New York
$229K +$229K +2,255 New
SBH
1133
Segall Bryant & Hamill
Illinois
$227K -$1.01K -10 -0.4%
FWM
1134
Fairhaven Wealth Management
Illinois
$226K – – –
AI
1135
Ariel Investments
Illinois
$226K +$226K +2,232 New
TC
1136
Telemus Capital
Michigan
$224K -$417K -4,116 -65%
Acadian Asset Management
1137
Acadian Asset Management
Massachusetts
$224K – – –
EWM
1138
Evermay Wealth Management
Virginia
$223K -$22.3K -220 -9%
RPSA
1139
Richard P. Slaughter Associates
Texas
$223K – – –
PIM
1140
Penobscot Investment Management
Massachusetts
$223K – – –
AT
1141
American Trust
Kentucky
$223K +$223K +2,200 New
SC
1142
Sepio Capital
Utah
$222K – – –
CF
1143
Corrigan Financial
Rhode Island
$221K +$221K +2,181 New
CFO
1144
CVA Family Office
Colorado
$221K +$28.4K +280 +15%
KIA
1145
KCM Investment Advisors
California
$220K -$28K -276 -11%
OCM
1146
Osterweis Capital Management
California
$219K – – –
CPIG
1147
Chicago Partners Investment Group
Illinois
$216K -$73.9K -786 -26%
TSW
1148
Thompson Siegel & Walmsley
Virginia
$216K -$1.01K -10 -0.5%
CW
1149
CreativeOne Wealth
Kansas
$215K +$215K +2,116 New
BPWM
1150
Badgley Phelps Wealth Managers
Washington
$213K -$12.7K -125 -6%
44 45
46
47 48