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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 %
FBT
1326
First Bank & Trust
South Dakota
$2K – – –
RG
1327
Retirement Group
California
$2K +$1.05K +10 +111%
DI
1328
Disciplined Investments
Oklahoma
$2K +$2K +24 New
NDSI
1329
Newman Dignan & Sheerar Inc
Rhode Island
$1.25K -$18 -177 -1%
TFM
1330
TFC Financial Management
Massachusetts
$1K -$2.64K -37 -73%
CWC
1331
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFFP
1332
Center for Financial Planning
Michigan
$1K – – –
NFSG
1333
Newbridge Financial Services Group
Florida
$1K – – –
MAM
1334
Marquette Asset Management
Minnesota
$1K +$1K +5 New
MA
1335
MCF Advisors
Kentucky
$1K +$1K +11 New
WIM
1336
Westside Investment Management
California
$42 – – –
ZIG
1337
Zurich Insurance Group
Switzerland
– -$106M -1,020,600 Closed
KCM
1338
Kensico Capital Management
Connecticut
– -$105M -1,014,200 Closed
SIG
1339
Senator Investment Group
New York
– -$57.1M -550,000 Closed
Walleye Trading
1340
Walleye Trading
New York
– -$33.3M -321,235 Closed
VIMU
1341
Veritas Investment Management (UK)
United Kingdom
– -$28.4M -273,695 Closed
CP
1342
Castleview Partners
Texas
– -$2.07K -214,326 Closed
Balyasny Asset Management
1343
Balyasny Asset Management
Illinois
– -$21.5M -207,180 Closed
SFM
1344
Stack Financial Management
Montana
– -$15.2M -146,647 Closed
Squarepoint
1345
Squarepoint
New York
– -$12.3M -118,192 Closed
Twin Tree Management
1346
Twin Tree Management
Texas
– -$11.2M -107,862 Closed
CA
1347
Capitolis Advisors
New York
– -$10.9M -104,642 Closed
BGC
1348
Blue Grotto Capital
Georgia
– -$10.8M -104,437 Closed
FSCM
1349
First Sabrepoint Capital Management
Texas
– -$8.3M -80,000 Closed
GECH
1350
Garnet Equity Capital Holdings
New York
– -$7.27M -70,000 Closed
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