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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 %
FMP
1226
Financial Management Professionals
Texas
$63K – – –
FPB
1227
First PREMIER Bank
South Dakota
$61K – – –
IRC
1228
Investors Research Corp
Georgia
$61K +$3.47K +34 +6%
GIA
1229
GHP Investment Advisors
Colorado
$61K +$61K +600 New
HC
1230
Hoese & Co
Minnesota
$60K – – –
PO
1231
Private Ocean
California
$57K – – –
JWA
1232
JFS Wealth Advisors
Pennsylvania
$52K +$609 +6 +1%
GAM
1233
Gemmer Asset Management
California
$49K +$399 +4 +0.8%
CCA
1234
Catalyst Capital Advisors
New York
$46K +$8.98K +89 +24%
MG
1235
MilWealth Group
Wisconsin
$45.8K – – –
ADL
1236
Asset Dedication LLC
California
$45K +$39.1K +400 +667%
GI
1237
Gradient Investments
Minnesota
$41K – – –
FCA
1238
FinTrust Capital Advisors
South Carolina
$41K – – –
IWP
1239
IAG Wealth Partners
Wisconsin
$41K – – –
IFS
1240
Intelligent Financial Strategies
Minnesota
$41K – – –
LFG
1241
Larson Financial Group
Missouri
$38K – – –
AS
1242
Altshuler Shaham
Israel
$38K +$38K +371 New
TFO
1243
Tarbox Family Office
California
$37K -$19.1K -186 -34%
ME
1244
McIlrath & Eck
Washington
$36K – – –
HA
1245
Herold Advisors
New York
$35.5K +$35.5K +350 New
HIIFS
1246
Harel Insurance Investments & Financial Services
Israel
$35K -$3.04K -30 -8%
A
1247
AustralianSuper
Australia
$34.3K +$6.37K +62,818 +23%
KFP
1248
KB Financial Partners
New Jersey
$33K – – –
AP
1249
Arlington Partners
Alabama
$32K – – –
MCM
1250
MV Capital Management
Maryland
$31K -$1.23K -12 -4%
48 49
50
51 52