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Fiserv
FI

Overview Fund Activity

1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$573M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
3
Capital World Investors
Capital World Investors
California
+$339M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M
5
BI
BlueSpruce Investments
Illinois
+$82.8M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$227M
4
VAM
Veritas Asset Management
United Kingdom
-$200M
5
Harris Associates
Harris Associates
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
GMA
1376
Glassy Mountain Advisors
Maryland
$6.87K +$6.87K +68 New
LS
1377
Leelyn Smith
Illinois
$6.77K – – –
RTL
1378
Red Tortoise LLC
Georgia
$6.77K +$6.77K +67 New
HWM
1379
HighMark Wealth Management
Minnesota
$6.06K +$6.06K +60 New
ADL
1380
Asset Dedication LLC
California
$6K -$4.12K -59 -41%
NIC
1381
Northwest Investment Counselors
Oregon
$5.76K – – –
WPA
1382
West Paces Advisors
Georgia
$5.46K – – –
FWM
1383
Focused Wealth Management
New York
$5.05K – – –
FFL
1384
Financial Freedom LLC
Ohio
$5.05K +$5.05K +50 New
TFGT
1385
TS Financial Group (TSFG)
Illinois
$5K – – –
HDIM
1386
Hanson & Doremus Investment Management
Vermont
$5K +$5K +50 New
AWM
1387
Abound Wealth Management
Tennessee
$4.85K +$1.72K +17 +55%
TIM
1388
Tortoise Investment Management
New York
$4.85K – – –
MPCL
1389
My Personal CFO LLC
Washington
$4.35K +$4.35K +43 New
BWL
1390
Bogart Wealth LLC
Virginia
$4.25K – – –
BEI
1391
Benjamin Edwards Inc
Missouri
$4K – – –
SC
1392
Sierra Capital
Florida
$4K – – –
SWA
1393
SOA Wealth Advisors
New York
$3.64K -$404 -4 -10%
BBPWM
1394
Blue Bell Private Wealth Management
Pennsylvania
$3.54K – – –
GFPC
1395
Global Financial Private Client
Florida
$3.44K – – –
ACP
1396
Arcus Capital Partners
Georgia
$3.23K +$3.23K +32 New
CWA
1397
Clearview Wealth Advisors
Oregon
$3.03K – – –
AAG
1398
Armstrong Advisory Group
Massachusetts
$3.03K +$3.03K +30 New
TF
1399
Tompkins Financial
New York
$3K +$3K +30 New
MA
1400
MCF Advisors
Kentucky
$2.93K +$1.42K +14 +93%
54 55
56
57 58