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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 %
BTI
1176
Blue Trust Inc
Georgia
$103K +$103K +1,014 New
GWSG
1177
GPS Wealth Strategies Group
Colorado
$102K -$446 -5 -0.4%
SWM
1178
SeaCrest Wealth Management
New York
$102K +$102K +1,143 New
JFA
1179
JNBA Financial Advisors
Minnesota
$99K – – –
CFGS
1180
Concourse Financial Group Securities
Alabama
$98K -$625 -7 -0.6%
ACM
1181
Aquatic Capital Management
Illinois
$98K – – –
TWA
1182
TCI Wealth Advisors
Arizona
$94K -$8.23K -92 -8%
WAM
1183
WFA Asset Management
Wisconsin
$93.4K – – –
QC
1184
Quent Capital
New York
$92K +$7.19K +81 +8%
CA
1185
CoreCap Advisors
Michigan
$90K -$111K -1,250 -55%
GWS
1186
Glassman Wealth Services
Virginia
$89K -$16.5K -185 -16%
AP
1187
Atwood & Palmer
Missouri
$89K – – –
VWM
1188
Valley Wealth Managers
New Jersey
$80K +$80K +900 New
WOSD
1189
WFA of San Diego
California
$77K +$77K +870 New
C
1190
Covestor
United Kingdom
$74K +$7.34K +82 +11%
NICM
1191
Neo Ivy Capital Management
New York
$74K +$74K +841 New
LWANC
1192
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
EWM
1193
Evermay Wealth Management
Virginia
$71K -$124K -1,396 -64%
NSB
1194
Norway Savings Bank
Maine
$71K -$2.21K -25 -3%
HWA
1195
Heritage Wealth Advisors
Virginia
$71K – – –
AWA
1196
Artemis Wealth Advisors
New York
$69K +$69K +776 New
VRM
1197
Vectors Research Management
New York
$69K – – –
WBC
1198
West Branch Capital
Massachusetts
$65K – – –
FMP
1199
Financial Management Professionals
Texas
$65K +$9.99K +112 +18%
Group One Trading
1200
Group One Trading
Illinois
$63K -$219K -2,451 -78%
46 47
48
49 50