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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 %
FBT
1301
First Bank & Trust
South Dakota
$2K – – –
HI
1302
Hudock Inc
Pennsylvania
$2K – – –
FNBOSM
1303
First National Bank of South Miami
Florida
$2K – – –
HI
1304
Hoey Investments
Pennsylvania
$2K +$2K +28 New
CP
1305
Castleview Partners
Texas
$1.71K +$1.71K +200 New
CFFP
1306
Center for Financial Planning
Michigan
$1K – – –
NFSG
1307
Newbridge Financial Services Group
Florida
$1K – – –
BA
1308
Bellwether Advisors
Nebraska
$1K – – –
TFM
1309
TFC Financial Management
Massachusetts
$1K – – –
CWC
1310
Carolinas Wealth Consulting
North Carolina
$1K – – –
MA
1311
MCF Advisors
Kentucky
$1K +$267 +4 +36%
LWP
1312
Lumature Wealth Partners
Georgia
$1K +$1K +9 New
BMD
1313
Better Money Decisions
New Mexico
$1K +$1K +12 New
WA
1314
WestEnd Advisors
North Carolina
$444 +$444 +5 New
BRWM
1315
B. Riley Wealth Management
Tennessee
$432 +$28 +309 +7%
WIM
1316
Westside Investment Management
California
$37 – – –
RDIA
1317
RE Dickinson Investment Advisors
Iowa
$18 – – –
MCM
1318
Moore Capital Management
New York
– -$16.1M -158,376 Closed
JPC
1319
Jabodon PT Co
Nevada
– -$13.1M -129,530 Closed
LC
1320
Loews Corp
New York
– -$11.2M -110,000 Closed
NMVA
1321
New Mountain Vantage Advisers
New York
– -$10.6M -104,903 Closed
MSL
1322
Mackay Shields LLC
New York
– -$8.67M -85,479 Closed
GAI
1323
General American Investors
New York
– -$8.37M -82,500 Closed
CCM
1324
Campbell Capital Management
Florida
– -$7.25M -71,485 Closed
CF
1325
CNA Financial
Illinois
– -$7.1M -70,000 Closed
51 52
53
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