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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 %
HIC
1201
Holderness Investments Company
North Carolina
$223K -$10.1K -100 -4%
PIM
1202
Penobscot Investment Management
Massachusetts
$222K – – –
TA
1203
Townsend & Associates
Colorado
$222K -$121K -1,041 -35%
HS
1204
Horan Securities
United States
$221K -$5.26K -52 -2%
LC
1205
LCNB Corp
Ohio
$220K – – –
WPC
1206
Wedmont Private Capital
Pennsylvania
$220K +$220K +2,154 New
IUHSA
1207
Itau Unibanco Holding S.A.
Brazil
$220K +$220K +2,168 New
GI
1208
Gradient Investments
Minnesota
$220K +$303 +3 +0.1%
CCA
1209
Childress Capital Advisors
Texas
$219K +$15.6K +154 +8%
OCM
1210
Osterweis Capital Management
California
$218K – – –
MIAS
1211
Mason Investment Advisory Services
Virginia
$217K -$707 -7 -0.3%
CC
1212
Courier Capital
New York
$215K +$215K +2,123 New
BJL
1213
Brighton Jones LLC
Washington
$214K +$214K +2,121 New
TSS
1214
Two Sigma Securities
New York
$212K +$212K +2,100 New
UCI
1215
Uncommon Cents Investing
Wisconsin
$212K +$212K +2,100 New
SRG
1216
SBB Research Group
Illinois
$212K +$212K +2,095 New
PG
1217
Pendal Group
Australia
$212K -$198K -1,962 -48%
FMP
1218
Financial Management Professionals
Texas
$209K -$505 -5 -0.2%
JA
1219
JLB & Associates
Michigan
$209K +$209K +2,075 New
PCP
1220
Proficio Capital Partners
Massachusetts
$209K +$209K +2,065 New
DBG
1221
De Burlo Group
Massachusetts
$209K – – –
SEC
1222
Seven Eight Capital
New York
$208K +$208K +2,061 New
BFO
1223
Biltmore Family Office
North Carolina
$206K +$206K +2,043 New
RWA
1224
Ropes Wealth Advisors
Massachusetts
$206K +$206K +2,034 New
PP
1225
Paloma Partners
Connecticut
$205K +$195K +1,932 +1,932%
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