FI icon

Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
1351
Occudo Quantitative Strategies
Florida
– -$1.27M -14,268 Closed
MFS
1352
Mirabella Financial Services
United Kingdom
– -$1.25M -14,085 Closed
CM
1353
Caption Management
Oklahoma
– -$1.22M -13,700 Closed
QT
1354
Quantamental Technologies
New York
– -$1.14M -12,855 Closed
CBB
1355
Citizens Business Bank
California
– -$1.1M -12,387 Closed
AC
1356
Annandale Capital
Texas
– -$1.1M -12,304 Closed
ECM
1357
ExodusPoint Capital Management
New York
– -$1.05M -11,829 Closed
Tudor Investment Corp
1358
Tudor Investment Corp
Connecticut
– -$810K -9,107 Closed
NERM
1359
New England Research & Management
Illinois
– -$765K -8,601 Closed
WG
1360
Winton Group
United Kingdom
– -$757K -8,512 Closed
KCM
1361
Kathmere Capital Management
Pennsylvania
– -$677K -7,606 Closed
WB
1362
WesBanco Bank
West Virginia
– -$596K -6,700 Closed
NWM
1363
Nicola Wealth Management
British Columbia, Canada
– -$520K -5,845 Closed
BAM
1364
Blueshift Asset Management
New Jersey
– -$489K -5,498 Closed
TCM
1365
Teza Capital Management
Illinois
– -$487K -5,472 Closed
RF
1366
Rollins Financial
Georgia
– -$478K -5,377 Closed
LCS
1367
Levin Capital Strategies
New York
– -$463K -5,200 Closed
RBA
1368
Richard Bernstein Advisors
New York
– -$434K -4,882 Closed
ESCM
1369
Echo Street Capital Management
New York
– -$430K -4,837 Closed
XT
1370
XTX Topco
Cayman Islands
– -$417K -4,683 Closed
YIH
1371
Y-Intercept (HK)
Hong Kong
– -$415K -4,659 Closed
EWA
1372
EP Wealth Advisors
California
– -$393K -4,421 Closed
FCI
1373
Financial Counselors Inc
Kansas
– -$371K -4,165 Closed
VNB
1374
Virginia National Bank
Virginia
– -$365K -4,100 Closed
BWG
1375
Beta Wealth Group
California
– -$302K -3,400 Closed
53 54
55
56 57