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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 %
SC
1151
Sepio Capital
Utah
$209K +$209K +2,233 New
S
1152
Seeyond
France
$208K -$216K -2,309 -51%
FWM
1153
Fairhaven Wealth Management
Illinois
$208K -$4.68K -50 -2%
PIM
1154
Penobscot Investment Management
Massachusetts
$206K -$140K -1,500 -41%
ER
1155
Enlightenment Research
Florida
$206K -$28.1K -300 -12%
SFG
1156
Steward Financial Group
Texas
$204K -$85.1K -913 -29%
LC
1157
LCNB Corp
Ohio
$204K +$204K +2,180 New
T
1158
TOBAM
France
$203K -$28.4K -304 -12%
GI
1159
Gradient Investments
Minnesota
$203K -$654 -7 -0.3%
CA
1160
Crewe Advisors
Utah
$203K +$8.99K +96 +5%
CCA
1161
Childress Capital Advisors
Texas
$203K +$203K +2,016 New
AWM
1162
Angeles Wealth Management
California
$203K +$203K +2,170 New
SXL
1163
Summit X LLC
Missouri
$203K +$203K +2,221 New
EFG
1164
Everhart Financial Group
Ohio
$202K +$202K +2,153 New
IP
1165
Investment Partners
Ohio
$202K +$202K +2,154 New
SAM
1166
Secure Asset Management
Michigan
$202K +$202K +2,156 New
OCM
1167
Osterweis Capital Management
California
$202K +$202K +2,160 New
MIAS
1168
Mason Investment Advisory Services
Virginia
$202K +$202K +2,155 New
MCA
1169
Magnolia Capital Advisors
Mississippi
$201K +$201K +2,152 New
RCM
1170
Raleigh Capital Management
North Carolina
$200K +$200K +2,134 New
FMP
1171
Financial Management Professionals
Texas
$194K +$126K +1,345 +184%
DBG
1172
De Burlo Group
Massachusetts
$193K +$193K +2,063 New
CM
1173
Castleark Management
Illinois
$187K – – –
BAMCO Inc
1174
BAMCO Inc
New York
$187K +$187K +2,000 New
CC
1175
Centiva Capital
New York
$186K -$642K -6,862 -78%
45 46
47
48 49