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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 %
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$165K -$998K -9,863 -86%
ODG
1177
O'Dell Group
Ohio
$163K -$16.2K -160 -9%
Macquarie Group
1178
Macquarie Group
Australia
$160K -$46.6K -459,628 -23%
BAM
1179
Bellevue Asset Management
Washington
$158K – – –
PFS
1180
Prospera Financial Services
Texas
$155K +$155K +1,532 New
CSB
1181
City State Bank
Iowa
$148K +$11K +109 +8%
SWA
1182
Sutton Wealth Advisors
Florida
$148K -$4.46K -44 -3%
SBL
1183
Sargent Bickham Lagudis
Colorado
$142K – – –
CWP
1184
Concord Wealth Partners
Virginia
$140K -$101 -1 -0.1%
BWM
1185
Baystate Wealth Management
Massachusetts
$137K – – –
AIC
1186
Ayalon Insurance Company
Israel
$137K – – –
Canada Pension Plan Investment Board
1187
Canada Pension Plan Investment Board
Ontario, Canada
$131K -$326K -3,219 -71%
AIM
1188
Arcadia Investment Management
Michigan
$130K -$139K -1,368 -52%
1IA
1189
1834 Investment Advisors
Wisconsin
$129K -$2.03K -20 -2%
AAM
1190
Advisors Asset Management
Colorado
$126K -$63.1K -624 -33%
DMBA
1191
Deseret Mutual Benefit Administrators
Utah
$126K -$6.78K -67 -5%
ZIG
1192
Zullo Investment Group
Pennsylvania
$122K +$405 +4 +0.3%
BONH
1193
Bank of New Hampshire
New Hampshire
$121K +$121K +1,190 New
GWS
1194
Glassman Wealth Services
Virginia
$120K +$64.3K +633 +115%
TWA
1195
TCI Wealth Advisors
Arizona
$116K -$5.68K -56 -5%
GWSG
1196
GPS Wealth Strategies Group
Colorado
$116K – – –
JFA
1197
JNBA Financial Advisors
Minnesota
$113K – – –
CFGS
1198
Concourse Financial Group Securities
Alabama
$112K -$263K -2,593 -70%
ACM
1199
Aquatic Capital Management
Illinois
$112K +$112K +1,100 New
TAIM
1200
TD Ameritrade Investment Management
Nebraska
$109K +$3.04K +30 +3%
46 47
48
49 50