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Fiserv
FI

Overview Fund Activity

1,320 hedge funds and large institutions have $50.8B invested in Fiserv in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 452 increasing their positions, 555 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.32%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.22%
New
113
Increased
452
Reduced
555
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
2
Morgan Stanley
Morgan Stanley
New York
+$149M
3
VH
ValueAct Holdings
California
+$143M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$108M
5
SSP
Sixth Street Partners
Texas
+$89M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$777M
2
Harris Associates
Harris Associates
Illinois
-$81.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
4
BlackRock
BlackRock
New York
-$67.2M
5
State Street
State Street
Massachusetts
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
1251
Heritage Wealth Management (Arizona)
Arizona
$17.8K +$17.8K +200 New
MCM
1252
MV Capital Management
Maryland
$17K -$9.55K -109 -36%
SN
1253
Sittner & Nelson
Oregon
$17K +$17K +190 New
AWM
1254
AllSquare Wealth Management
New York
$16K – – –
TVWM
1255
Tower View Wealth Management
Wisconsin
$16K +$16K +180 New
LS
1256
Leelyn Smith
Illinois
$15K – – –
PCH
1257
Polar Capital Holdings
United Kingdom
$14.1K +$4.14K +46,478 +42%
MGIM
1258
M&G Investment Management
United Kingdom
$13.2K -$129 -1,455 -1%
PMFA
1259
Plante Moran Financial Advisors
Michigan
$13K -$7.63K -88 -37%
HDIM
1260
Hanson & Doremus Investment Management
Vermont
$13K – – –
CMA
1261
Cedar Mountain Advisors
Oregon
$12K -$4.48K -50 -27%
IFAM
1262
Institutional & Family Asset Management
Colorado
$12K – – –
SIAP
1263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$12K +140 New
TFS
1264
TrustCore Financial Services
Tennessee
$11K – – –
AWM
1265
Accel Wealth Management
Iowa
$11K – – –
MW
1266
Milestone Wealth
New York
$11K – – –
COCM
1267
Charter Oak Capital Management
New Hampshire
$10K – – –
OC
1268
Oakworth Capital
Alabama
$10K – – –
CFN
1269
Cordasco Financial Network
Florida
$10K – – –
WWM
1270
Wolff Wiese Magana
California
$10K +$2.75K +30 +38%
APC
1271
Aspire Private Capital
North Carolina
$10K +$3.05K +36 +44%
Loomis, Sayles & Company
1272
Loomis, Sayles & Company
Massachusetts
$9K -$1.73K -19 -16%
TC
1273
Trust Company
Kansas
$9K – – –
ETI
1274
Enterprise Trust & Investment
California
$9K +$9K +96 New
FPS
1275
Fieldpoint Private Securities
Connecticut
$8K -$387K -4,300 -98%
49 50
51
52 53