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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 %
AF
1126
Arrow Financial
New York
$214K – – –
CG
1127
Corundum Group
Colorado
$214K – – –
MWM
1128
Modera Wealth Management
New Jersey
$211K -$81.1K -911 -28%
PI
1129
Putnam Investments
Massachusetts
$211K -$5.61K -63 -3%
MSFP
1130
Mark Sheptoff Financial Planning
Connecticut
$211K – – –
SWP
1131
Strategic Wealth Partners
Ohio
$208K +$208K +2,334 New
HIC
1132
Holderness Investments Company
North Carolina
$205K -$7.12K -80 -3%
GIM
1133
Greenwich Investment Management
Connecticut
$205K – – –
SG
1134
StoneX Group
New York
$203K +$203K +2,281 New
CWM
1135
Congress Wealth Management
Massachusetts
$202K -$8.74K -98 -4%
CCM
1136
Chickasaw Capital Management
Tennessee
$202K – – –
FWM
1137
Fairhaven Wealth Management
Illinois
$202K +$4.44K +50 +2%
ACP
1138
Aveo Capital Partners
Colorado
$200K -$5.25K -59 -3%
CF
1139
Centaurus Financial
California
$198K -$7.02K -79 -3%
HS
1140
Horan Securities
United States
$198K +$198K +2,107 New
Acadian Asset Management
1141
Acadian Asset Management
Massachusetts
$197K – – –
GI
1142
Gradient Investments
Minnesota
$194K +$158K +1,780 +445%
PP
1143
Paloma Partners
Connecticut
$187K +$187K +2,100 New
CA
1144
Crewe Advisors
Utah
$184K +$95.1K +1,071 +107%
CM
1145
Castleark Management
Illinois
$178K – – –
CFG
1146
CKW Financial Group
Hawaii
$176K -$9.26K -100 -5%
IPAM
1147
ICICI Prudential Asset Management
India
$175K +$4.81K +53 +3%
CWP
1148
Concord Wealth Partners
Virginia
$169K +$46.1K +520 +38%
OIA
1149
Optimum Investment Advisors
Illinois
$167K +$109K +1,225 +188%
DCM
1150
Dupont Capital Management
Delaware
$163K -$68.1K -766 -29%
44 45
46
47 48