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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 %
UCI
1151
Uncommon Cents Investing
Wisconsin
$213K – – –
BP
1152
BBR Partners
New York
$210K – – –
JA
1153
JLB & Associates
Michigan
$210K – – –
FWM
1154
Frontier Wealth Management
Missouri
$210K +$210K +2,124 New
DBG
1155
De Burlo Group
Massachusetts
$209K – – –
AWP
1156
Ascent Wealth Partners
New York
$208K -$4.57K -45 -2%
LI
1157
LVZ Inc
Michigan
$208K – – –
BJL
1158
Brighton Jones LLC
Washington
$208K +$101 +1 +0%
CFG
1159
CKW Financial Group
Hawaii
$206K +$51.5K +500 +33%
GA
1160
Geller Advisors
New York
$204K -$7.91K -78 -4%
LC
1161
LCNB Corp
Ohio
$204K -$6.6K -65 -3%
MFW
1162
Meristem Family Wealth
Minnesota
$204K – – –
BFO
1163
Biltmore Family Office
North Carolina
$203K – – –
CM
1164
Castleark Management
Illinois
$203K – – –
Fiera Capital (Canada)
1165
Fiera Capital (Canada)
Quebec, Canada
$202K -$212K -2,091 -51%
AG
1166
AlphaSimPlex Group
Massachusetts
$202K -$45.4K -447 -18%
PFS
1167
Physicians Financial Services
North Carolina
$202K +$202K +1,990 New
SXL
1168
Summit X LLC
Missouri
$201K +$4.26K +42 +2%
CA
1169
Claro Advisors
Massachusetts
$200K – – –
IPAM
1170
ICICI Prudential Asset Management
India
$192K +$25.2K +246 +15%
BCFD
1171
Boit C.F. David
$188K – – –
AAP
1172
Arax Advisory Partners
Colorado
$187K +$6.49K +64 +4%
CLOS
1173
Compagnie Lombard Odier SCmA
Switzerland
$180K -$101K -1,000 -36%
WTA
1174
Washington Trust Advisors
Massachusetts
$178K +$3.45K +34 +2%
DGAM
1175
Desjardins Global Asset Management
Quebec, Canada
$171K -$10.3K -102 -6%
45 46
47
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