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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 %
LC
1201
Lindbrook Capital
California
$109K +$12.8K +127 +13%
WAM
1202
WFA Asset Management
Wisconsin
$106K – – –
KC
1203
Kenfarb & Co
Kentucky
$106K – – –
GTAM
1204
Global Trust Asset Management
Florida
$105K -$5.39K -53 -5%
CA
1205
Crewe Advisors
Utah
$102K +$85.8K +842 +530%
AP
1206
Atwood & Palmer
Missouri
$101K – – –
KPCM
1207
Kings Point Capital Management
New York
$101K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98K +$60K +590 +158%
QC
1209
Quent Capital
New York
$97K -$2.54K -25 -3%
T
1210
TCWP
Ohio
$90K +$90K +896 New
FFA
1211
Freedman Financial Associates
Massachusetts
$89K – – –
AF
1212
Allworth Financial
California
$88K -$65K -643 -42%
NSB
1213
Norway Savings Bank
Maine
$84K – – –
LWANC
1214
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K – – –
HWA
1215
Heritage Wealth Advisors
Virginia
$81K – – –
RCM
1216
Raleigh Capital Management
North Carolina
$81K +$50.6K +500 +167%
CC
1217
Centiva Capital
New York
$81K +$81K +798 New
PSB
1218
Piscataqua Savings Bank
New Hampshire
$79K – – –
VRM
1219
Vectors Research Management
New York
$78K -$2.31M -22,808 -97%
FAM
1220
Fred Alger Management
New York
$76K +$9.9K +97 +15%
C
1221
Covestor
United Kingdom
$76K +$36.8K +361 +94%
WBC
1222
West Branch Capital
Massachusetts
$74K -$4.06K -40 -5%
CT
1223
Cambridge Trust
Massachusetts
$69K +$18.3K +180 +36%
OIA
1224
Optimum Investment Advisors
Illinois
$66K -$43.7K -430 -40%
ZB
1225
Zions Bancorporation
Utah
$65K +$6.18K +61 +10%
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