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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 %
STAS
1376
Strong Tower Advisory Services
Minnesota
– -$909K -8,754 Closed
NERM
1377
New England Research & Management
Illinois
– -$798K -7,691 Closed
TCM
1378
Tandem Capital Management
New Jersey
– -$779K -7,505 Closed
AL
1379
ACAS LLC
California
– -$706K -6,800 Closed
FFA
1380
Fragasso Financial Advisors
Pennsylvania
– -$651K -6,275 Closed
PSC
1381
Prentiss Smith & Co
Vermont
– -$629K -6,060 Closed
BCM
1382
Bayesian Capital Management
New York
– -$612K -5,900 Closed
XT
1383
XTX Topco
Cayman Islands
– -$606K -5,835 Closed
BC
1384
Bridgefront Capital
Texas
– -$559K -5,390 Closed
CAM
1385
Concorde Asset Management
Michigan
– -$533K -5,131 Closed
HC
1386
Hamilton Capital
Ohio
– -$524K -5,050 Closed
IIC
1387
Integrated Investment Consultants
Michigan
– -$514K -4,955 Closed
EGM
1388
Engineers Gate Manager
New York
– -$486K -4,679 Closed
SM
1389
SG3 Management
Puerto Rico
– -$467K -4,500 Closed
DWM
1390
Drive Wealth Management
Utah
– -$466K -4,489 Closed
MPM
1391
MBB Public Markets
Illinois
– -$461K -4,446 Closed
CW
1392
Connectus Wealth
Ohio
– -$432K -4,162 Closed
EN1L
1393
Engine No 1 LLC
California
– -$422K -4,067 Closed
LOAMS
1394
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$406K -3,908 Closed
EP
1395
Edgestream Partners
New Jersey
– -$390K -3,757 Closed
DG
1396
DMC Group
Alabama
– -$344K -3,440 Closed
GSWM
1397
Greenup Street Wealth Management
Michigan
– -$352K -3,396 Closed
GCC
1398
Game Creek Capital
Massachusetts
– -$311K -3,000 Closed
B
1399
Barings
North Carolina
– -$292K -2,812 Closed
SWP
1400
Strategic Wealth Partners
Ohio
– -$285K -2,743 Closed
54 55
56
57 58