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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
$4.17B
2
Morgan Stanley
Morgan Stanley
New York
$356M
3
VH
ValueAct Holdings
California
$1.3B
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
$2.14B
2
Harris Associates
Harris Associates
Illinois
$2.06B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
4
BlackRock
BlackRock
New York
$3.59B
5
State Street
State Street
Massachusetts
$2.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCF
1351
Sante Capital Fund
Texas
– -$530K -5,229 Closed
AIM
1352
Allen Investment Management
New York
– -$480K -4,730 Closed
IIM
1353
InTrack Investment Management
Vermont
– -$471K -4,649 Closed
DGI
1354
Disciplined Growth Investors
Minnesota
– -$420K -4,142 Closed
KJHP
1355
K.J. Harrison & Partners
Ontario, Canada
– -$400K -3,945 Closed
CCA
1356
Covey Capital Advisors
Georgia
– -$397K -3,913 Closed
IC
1357
Intersect Capital
California
– -$391K -3,856 Closed
HTC
1358
Haverford Trust Company
Pennsylvania
– -$381K -3,754 Closed
WA
1359
WP Advisors
California
– -$357K -3,523 Closed
FFG
1360
Fortem Financial Group
California
– -$345K -3,402 Closed
PAM
1361
Paradigm Asset Management
New York
– -$345K -3,400 Closed
CRI
1362
Colonial River Investments
Virginia
– -$592K -3,358 Closed
JF
1363
Jump Financial
Illinois
– -$327K -3,230 Closed
NP
1364
NorthRock Partners
Minnesota
– -$318K -3,139 Closed
SSG
1365
Summit Securities Group
New York
– -$297K -2,925 Closed
SAM
1366
Security Asset Management
New York
– -$292K -2,883 Closed
CCA
1367
Clearwater Capital Advisors
Illinois
– -$281K -2,770 Closed
FBA
1368
Front Barnett Associates
Illinois
– -$277K -2,730 Closed
MFGM
1369
Marshall Financial Group (Maryland)
Maryland
– -$276K -2,724 Closed
BFM
1370
Boothbay Fund Management
New York
– -$276K -2,719 Closed
BFPW
1371
BOK Financial Private Wealth
Colorado
– -$274K -2,705 Closed
UF
1372
Univest Financial
Pennsylvania
– -$249K -2,453 Closed
TSS
1373
Two Sigma Securities
New York
– -$243K -2,397 Closed
TCM
1374
Tran Capital Management
California
– -$237K -2,342 Closed
SBH
1375
Segall Bryant & Hamill
Illinois
– -$227K -2,240 Closed
53 54
55
56 57