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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 %
CAL
1251
Capital Advisors Ltd
Ohio
$31K +$1.13K +11 +4%
MTIC
1252
Missouri Trust & Investment Company
Missouri
$30K – – –
SIS
1253
Sound Income Strategies
Florida
$30K – – –
AWMS
1254
Advocacy Wealth Management Services
Georgia
$30K +$15K +147 +100%
PI
1255
Parkside Investments
Illinois
$30K +$30K +300 New
SC
1256
Siena Capital
Ohio
$30K +$30K +300 New
RTC
1257
Riverview Trust Company
Washington
$29K +$29K +285 New
VCM
1258
Versant Capital Management
Arizona
$28K -$600 -6 -2%
PB
1259
Pinnacle Bancorp
Nebraska
$26K +$9.18K +90 +55%
EARNEST Partners
1260
EARNEST Partners
Georgia
$25K – – –
PWMG
1261
Prestige Wealth Management Group
New Jersey
$25K +$1.52K +15 +6%
IUHSA
1262
Itau Unibanco Holding S.A.
Brazil
$25K +$1.74K +17 +7%
IAS
1263
IMA Advisory Services
Colorado
$24K -$14.3K -141 -37%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$24K -$9.18K -91 -28%
FAG
1265
Fortitude Advisory Group
Washington
$21K -$495 -5 -2%
SIA
1266
SkyView Investment Advisors
New Jersey
$21K – – –
RDIA
1267
RE Dickinson Investment Advisors
Iowa
$21K – – –
CMA
1268
Cedar Mountain Advisors
Oregon
$19K – – –
ACA
1269
Atlas Capital Advisors
Wyoming
$18K -$32.2K -318 -64%
EWA
1270
EverSource Wealth Advisors
Alabama
$18K -$17K -168 -49%
AWM
1271
AllSquare Wealth Management
New York
$18K – – –
LS
1272
Leelyn Smith
Illinois
$17K -$102 -1 -0.6%
HCP
1273
Hexagon Capital Partners
Arkansas
$17K – – –
SIC
1274
SJS Investment Consulting
Ohio
$16K +$386 +4 +2%
MGIM
1275
M&G Investment Management
United Kingdom
$15.1K +$5.27K +52,187 +54%
49 50
51
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