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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 %
RP
1401
Riverwater Partners
Wisconsin
– -$262K -2,521 Closed
MF
1402
Montis Financial
Massachusetts
– -$257K -2,480 Closed
PCP
1403
Proficio Capital Partners
Massachusetts
– -$253K -2,441 Closed
FPCG
1404
Fort Pitt Capital Group
Pennsylvania
– -$249K -2,402 Closed
WFI
1405
West Family Investments
California
– -$249K -2,396 Closed
CT
1406
Columbia Trust
Oregon
– -$254K -2,334 Closed
PGAM
1407
Princeton Global Asset Management
New Jersey
– -$239K -2,300 Closed
RT
1408
Rockland Trust
Massachusetts
– -$230K -2,217 Closed
SIA
1409
Schechter Investment Advisors
Michigan
– -$226K -2,185 Closed
ACM
1410
Advisors Capital Management
New Jersey
– -$221K -2,131 Closed
NAM
1411
NTV Asset Management
West Virginia
– -$221K -2,125 Closed
SNBOSCI
1412
Security National Bank of Sioux City Iowa
Iowa
– -$213K -2,052 Closed
WGAM
1413
Wilkinson Global Asset Management
New York
– -$207K -1,995 Closed
MPW
1414
Monterey Private Wealth
California
– -$206K -1,981 Closed
SOAMC
1415
Spirit of America Management Corp
New York
– -$202K -1,950 Closed
NICM
1416
Neo Ivy Capital Management
New York
– -$178K -1,718 Closed
WOSD
1417
WFA of San Diego
California
– -$117K -1,130 Closed
CWS
1418
Confluence Wealth Services
Pennsylvania
– -$90K -871 Closed
AWA
1419
Aquire Wealth Advisors
Utah
– -$82K -790 Closed
FPWM
1420
FSB Premier Wealth Management
Iowa
– -$79K -762 Closed
CC
1421
Corsicana & Co
Texas
– -$78K -755 Closed
AIM
1422
AHL Investment Management
Florida
– -$71K -681 Closed
EBA
1423
Eagle Bay Advisors
New York
– -$64K -613 Closed
RIA
1424
Richwood Investment Advisors
Ohio
– -$55K -530 Closed
TCWM
1425
Total Clarity Wealth Management
Illinois
– -$47K -457 Closed
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