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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 %
FL
1376
Fort LP
Maryland
– -$296K -3,325 Closed
MM
1377
MQS Management
New York
– -$282K -3,166 Closed
FFA
1378
Fragasso Financial Advisors
Pennsylvania
– -$281K -3,162 Closed
EVM
1379
Evelyn V. Moreno
– -$276K -3,107 Closed
SEC
1380
Seven Eight Capital
New York
– -$271K -3,051 Closed
CNC
1381
Canandaigua National Corp
New York
– -$271K -3,041 Closed
NW
1382
NewEdge Wealth
Pennsylvania
– -$270K -3,031 Closed
CCM
1383
Chiron Capital Management
Florida
– -$249K -2,800 Closed
QI
1384
Qtron Investments
Massachusetts
– -$240K -2,695 Closed
LA
1385
Lifeworks Advisors
Michigan
– -$234K -2,634 Closed
RCM
1386
Radnor Capital Management
Pennsylvania
– -$225K -2,528 Closed
DA
1387
DSC Advisors
Illinois
– -$224K -2,516 Closed
SCM
1388
Schnieders Capital Management
California
– -$216K -2,422 Closed
TTWM
1389
TCV Trust & Wealth Management
Virginia
– -$215K -2,420 Closed
IUHSA
1390
Itau Unibanco Holding S.A.
Brazil
– -$215K -2,419 Closed
SG
1391
StoneX Group
New York
– -$203K -2,281 Closed
CWM
1392
Congress Wealth Management
Massachusetts
– -$202K -2,266 Closed
CWP
1393
Concord Wealth Partners
Virginia
– -$169K -1,905 Closed
CI
1394
CX Institutional
Indiana
– -$133K -1,496 Closed
1IA
1395
1834 Investment Advisors
Wisconsin
– -$113K -1,274 Closed
PFS
1396
Prospera Financial Services
Texas
– -$103K -1,159 Closed
SWM
1397
SeaCrest Wealth Management
New York
– -$102K -1,143 Closed
KC
1398
Kenfarb & Co
Kentucky
– -$106K -1,050 Closed
CA
1399
CoreCap Advisors
Michigan
– -$90K -1,010 Closed
WOSD
1400
WFA of San Diego
California
– -$77K -870 Closed
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