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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 %
CG
1176
Corundum Group
Colorado
$243K – – –
OPA
1177
Old Port Advisors
Maine
$240K -$7.08K -70 -3%
MSFP
1178
Mark Sheptoff Financial Planning
Connecticut
$240K – – –
MWM
1179
Modera Wealth Management
New Jersey
$240K -$1.62K -16 -0.7%
WCF
1180
West Coast Financial
California
$239K – – –
GWM
1181
Gitterman Wealth Management
New Jersey
$237K +$237K +2,342 New
SWP
1182
Strategic Wealth Partners
Ohio
$236K -$1.52K -15 -0.6%
Dimensional Fund Advisors
1183
Dimensional Fund Advisors
Texas
$236K +$8.48K +83,850 +4%
RC
1184
Roundview Capital
New Jersey
$235K – – –
NAS
1185
Nicolet Advisory Services
Wisconsin
$232K +$232K +2,286 New
GIM
1186
Greenwich Investment Management
Connecticut
$232K – – –
RPWA
1187
Regent Peak Wealth Advisors
Georgia
$230K +$230K +2,279 New
GIM
1188
Grassi Investment Management
California
$230K -$20.2K -200 -8%
PFS
1189
Physicians Financial Services
North Carolina
$229K -$10.1K -100 -4%
CF
1190
Centaurus Financial
California
$228K -$107K -1,059 -32%
RCM
1191
Raleigh Capital Management
North Carolina
$228K +$12K +119 +6%
LAM
1192
Lynch Asset Management
Pennsylvania
$227K -$278K -2,750 -55%
ACP
1193
Aveo Capital Partners
Colorado
$227K +$303 +3 +0.1%
PI
1194
Putnam Investments
Massachusetts
$227K -$3.49M -34,564 -94%
SC
1195
Sepio Capital
Utah
$227K +$1.11K +11 +0.5%
MM
1196
MQS Management
New York
$226K +$226K +2,241 New
FWM
1197
Fairhaven Wealth Management
Illinois
$225K – – –
PWP
1198
Phillips Wealth Planners
Mississippi
$224K +$224K +1,921 New
MW
1199
Marcum Wealth
Ohio
$223K -$24.5K -242 -10%
Acadian Asset Management
1200
Acadian Asset Management
Massachusetts
$223K -$98.3K -977 -31%
46 47
48
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