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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 %
CLOS
1151
Compagnie Lombard Odier SCmA
Switzerland
$158K – – –
WTA
1152
Washington Trust Advisors
Massachusetts
$153K -$2.48K -28 -2%
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$148K +$3.46K +39 +2%
CG
1154
Cutler Group
California
$146K -$226K -2,547 -61%
CFO
1155
CVA Family Office
Colorado
$145K -$48.3K -545 -25%
ODG
1156
O'Dell Group
Ohio
$143K – – –
CSB
1157
City State Bank
Iowa
$141K +$10.7K +120 +8%
BAM
1158
Bellevue Asset Management
Washington
$138K – – –
MCC
1159
Money Concepts Capital
Florida
$135K -$113K -1,225 -46%
SWA
1160
Sutton Wealth Advisors
Florida
$134K +$4.72K +53 +4%
TPCW
1161
TD Private Client Wealth
New York
$134K -$71.6K -805 -35%
AIM
1162
Arcadia Investment Management
Michigan
$133K +$18.8K +211 +16%
CI
1163
CX Institutional
Indiana
$133K +$133K +1,496 New
AF
1164
Allworth Financial
California
$131K +$53.7K +606 +70%
SBL
1165
Sargent Bickham Lagudis
Colorado
$125K – – –
TCOV
1166
Trust Company of Vermont
Vermont
$117K +$117K +1,312 New
Canada Pension Plan Investment Board
1167
Canada Pension Plan Investment Board
Ontario, Canada
$115K – – –
OPW
1168
Oxler Private Wealth
New York
$114K +$114K +1,284 New
1IA
1169
1834 Investment Advisors
Wisconsin
$113K – – –
DMBA
1170
Deseret Mutual Benefit Administrators
Utah
$111K – – –
ZIG
1171
Zullo Investment Group
Pennsylvania
$108K +$889 +10 +0.8%
BONH
1172
Bank of New Hampshire
New Hampshire
$106K – – –
KC
1173
Kenfarb & Co
Kentucky
$106K – – –
BWM
1174
Baystate Wealth Management
Massachusetts
$105K -$15.3K -172 -13%
PFS
1175
Prospera Financial Services
Texas
$103K -$33.1K -373 -24%
45 46
47
48 49