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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 %
GA
1226
Goldstein Advisors
Wisconsin
$204K +$204K +2,017 New
SOS
1227
Silver Oak Securities
Tennessee
$203K -$44.9K -445 -18%
GA
1228
GraniteShares Advisors
New York
$203K -$28K -277 -12%
WWM
1229
Western Wealth Management
Colorado
$202K -$244K -2,414 -55%
LI
1230
LVZ Inc
Michigan
$202K +$202K +2,001 New
CM
1231
Castleark Management
Illinois
$202K – – –
CNC
1232
Canandaigua National Corp
New York
$202K +$202K +2,001 New
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$202K +1,997 New
CF
1234
Corrigan Financial
Rhode Island
$201K +$201K +1,989 New
KMWM
1235
Keudell/Morrison Wealth Management
Oregon
$201K +$201K +1,987 New
CA
1236
Claro Advisors
Massachusetts
$201K -$48.3K -478 -19%
First Manhattan
1237
First Manhattan
New York
$199K +$8.69K +86 +5%
IGWM
1238
ICA Group Wealth Management
Colorado
$194K -$115K -1,139 -37%
CFG
1239
CKW Financial Group
Hawaii
$192K – – –
BFPW
1240
BOK Financial Private Wealth
Colorado
$187K -$181K -1,790 -49%
BCFD
1241
Boit C.F. David
$187K – – –
PFBT
1242
Parkside Financial Bank & Trust
Missouri
$185K -$606 -6 -0.3%
CS
1243
Comerica Securities
Michigan
$184K +$184K +1,825 New
WTA
1244
Washington Trust Advisors
Massachusetts
$184K +$707 +7 +0.4%
GWS
1245
Glassman Wealth Services
Virginia
$182K +$72.7K +719 +67%
CWP
1246
Concord Wealth Partners
Virginia
$181K +$181K +1,795 New
CFFP
1247
Center for Financial Planning
Michigan
$181K +$181K +1,792 New
TPCW
1248
TD Private Client Wealth
New York
$180K +$8.39K +83 +5%
WPWM
1249
Western Pacific Wealth Management
Illinois
$179K +$55.6K +550 +45%
BTI
1250
Blue Trust Inc
Georgia
$179K +$61.9K +662 +53%
48 49
50
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