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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
IECM
1151
Intrinsic Edge Capital Management
Illinois
$263K – – –
MHC
1152
Meyer Handelman Company
New York
$263K – – –
MCC
1153
Money Concepts Capital
Florida
$261K +$102K +1,011 +65%
HFG
1154
Heron Financial Group
New York
$258K – – –
PWS
1155
Peloton Wealth Strategists
Indiana
$258K -$12.4K -123 -5%
PB
1156
Pinnacle Bancorp
Nebraska
$258K +$233K +2,300 +924%
LIM
1157
Leavell Investment Management
Alabama
$257K – – –
NB
1158
Northwest Bancshares
Pennsylvania
$257K – – –
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$257K +$257K +2,541 New
CWM
1160
Congress Wealth Management
Massachusetts
$256K +$256K +2,529 New
GIA
1161
Gladstone Institutional Advisory
Florida
$254K -$48.8K -483 -16%
EDRH
1162
Edmond de Rothschild Holding
Switzerland
$253K – – –
VVP
1163
Venture Visionary Partners
Ohio
$253K – – –
LA
1164
Latitude Advisors
Florida
$253K -$707 -7 -0.3%
CCM
1165
Carlson Capital Management
Minnesota
$252K +$3.03K +30 +1%
PWS
1166
Peterson Wealth Services
Utah
$251K +$251K +2,488 New
JCM
1167
Janney Capital Management
Pennsylvania
$251K +$1.92K +19 +0.8%
GA
1168
Geller Advisors
New York
$250K +$3.34K +33 +1%
GAM
1169
Gotham Asset Management
New York
$249K +$249K +2,461 New
AP
1170
Appleton Partners
Massachusetts
$247K -$181K -1,792 -42%
BCA
1171
Bay Colony Advisors
Massachusetts
$247K +$5.05K +50 +2%
PCS
1172
Personal CFO Solutions
New Jersey
$246K +$246K +2,430 New
CWA
1173
CM Wealth Advisors
Ohio
$244K – – –
CFO
1174
CVA Family Office
Colorado
$243K -$49K -485 -17%
AF
1175
Arrow Financial
New York
$243K – – –
45 46
47
48 49