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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 %
TC
1376
Telemus Capital
Michigan
– -$224K -2,210 Closed
AT
1377
American Trust
Kentucky
– -$223K -2,200 Closed
RPSA
1378
Richard P. Slaughter Associates
Texas
– -$223K -2,200 Closed
SC
1379
Sepio Capital
Utah
– -$222K -2,188 Closed
CF
1380
Corrigan Financial
Rhode Island
– -$221K -2,181 Closed
KIA
1381
KCM Investment Advisors
California
– -$220K -2,167 Closed
OCM
1382
Osterweis Capital Management
California
– -$219K -2,160 Closed
FWM
1383
Frontier Wealth Management
Missouri
– -$210K -2,124 Closed
CW
1384
CreativeOne Wealth
Kansas
– -$215K -2,116 Closed
BPWM
1385
Badgley Phelps Wealth Managers
Washington
– -$213K -2,100 Closed
UCI
1386
Uncommon Cents Investing
Wisconsin
– -$213K -2,100 Closed
JA
1387
JLB & Associates
Michigan
– -$210K -2,075 Closed
BP
1388
BBR Partners
New York
– -$210K -2,068 Closed
DBG
1389
De Burlo Group
Massachusetts
– -$209K -2,063 Closed
AWP
1390
Ascent Wealth Partners
New York
– -$208K -2,050 Closed
BJL
1391
Brighton Jones LLC
Washington
– -$208K -2,050 Closed
LI
1392
LVZ Inc
Michigan
– -$208K -2,048 Closed
GA
1393
Geller Advisors
New York
– -$204K -2,012 Closed
LC
1394
LCNB Corp
Ohio
– -$204K -2,010 Closed
BFO
1395
Biltmore Family Office
North Carolina
– -$203K -2,000 Closed
AG
1396
AlphaSimPlex Group
Massachusetts
– -$202K -1,991 Closed
SXL
1397
Summit X LLC
Missouri
– -$201K -1,982 Closed
DGAM
1398
Desjardins Global Asset Management
Quebec, Canada
– -$171K -1,695 Closed
AIC
1399
Ayalon Insurance Company
Israel
– -$137K -1,350 Closed
AAM
1400
Advisors Asset Management
Colorado
– -$126K -1,246 Closed
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