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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$67.3M +$28.5M +281,484 +73%
CCM
102
Causeway Capital Management
California
$65.4M -$18.8M -185,745 -22%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$65.1M -$955K -9,450 -1%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$63.8M -$75M -742,107 -54%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$63.1M +$4.61M +45,628 +8%
SL
106
Summitry LLC
California
$62.9M -$1.14M -11,305 -2%
BHIA
107
Birch Hill Investment Advisors
Massachusetts
$62.4M +$725K +7,176 +1%
SM
108
Sunriver Management
Connecticut
$59.6M -$1.16M -11,452 -2%
NC
109
Nitorum Capital
New York
$57.8M -$9.25M -91,548 -14%
CIP
110
Cornerstone Investment Partners
Georgia
$57.8M +$3.44M +34,002 +6%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$57.2M +$35.7M +352,794 +166%
CAM
112
Contour Asset Management
New York
$57.1M -$32.9M -325,536 -37%
Prudential Financial
113
Prudential Financial
New Jersey
$56.4M -$11.1M -109,528 -16%
ProShare Advisors
114
ProShare Advisors
Maryland
$56.4M -$6.98M -69,052 -11%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$55.4M +$2.2M +21,766 +4%
PC
116
PointState Capital
New York
$55.1M +$55.1M +544,978 New
SC
117
Schubert & Co
Texas
$55.1M -$855K -8,461 -2%
Axa
118
Axa
France
$54.7M -$5.42M -53,602 -9%
Canada Life
119
Canada Life
Manitoba, Canada
$54.4M +$4.34M +42,742 +9%
Capital Research Global Investors
120
Capital Research Global Investors
California
$54.2M – – –
Victory Capital Management
121
Victory Capital Management
Texas
$53.6M -$1.28M -12,669 -2%
MPIA
122
Mountain Pacific Investment Advisers
Idaho
$53.2M -$176K -1,739 -0.3%
Brown Advisory
123
Brown Advisory
Maryland
$51.4M +$50.6M +500,461 +6,158%
SCA
124
STALEY CAPITAL ADVISERS
Pennsylvania
$50.8M +$495K +4,900 +1%
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$50.4M -$8.22M -81,296 -14%
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