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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 %
SIC
1401
SJS Investment Consulting
Ohio
$2.83K +$505 +5 +22%
TCA
1402
Trifecta Capital Advisors
Illinois
$2.83K +$2.83K +28 New
ITIM
1403
Indiana Trust & Investment Management
Indiana
$2.74K -$5 -49 -0.2%
DI
1404
Disciplined Investments
Oklahoma
$2.73K -$505 -5 -16%
WWM
1405
Wolff Wiese Magana
California
$2.53K -$16.4K -162 -87%
LF
1406
Lee Financial
Texas
$2.43K +$1.62K +16 +200%
EE
1407
EWG Elevate
California
$2.33K +$2.33K +23 New
TWP
1408
TFO Wealth Partners
Ohio
$2.25K +$2.25K +15 New
RG
1409
Retirement Group
California
$2K +$2K +20 New
ECM
1410
Everence Capital Management
Indiana
$2K -$164 -1,620 -8%
MYAM
1411
Meiji Yasuda Asset Management
Japan
$1.75K -$23 -230 -1%
JWM
1412
Janiczek Wealth Management
Colorado
$1.74K +$1.43K +14 +467%
MWM
1413
MinichMacGregor Wealth Management
New York
$1.72K +$1.72K +17 New
TFM
1414
TFC Financial Management
Massachusetts
$1.42K – – –
CWC
1415
Carolinas Wealth Consulting
North Carolina
$1.01K – – –
NFSG
1416
Newbridge Financial Services Group
Florida
$1.01K – – –
CCMI
1417
Creative Capital Management Investments
California
$1K +$1K +10 New
MHR
1418
Matthew Hamilton Rosenberg
$606 – – –
TWD
1419
True Wealth Design
Ohio
$606 +$606 +6 New
WA
1420
WestEnd Advisors
North Carolina
$404 – – –
CB
1421
CNB Bank
Pennsylvania
$303 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101 -$269K -2,663 -100%
FGAM
1423
Financial Gravity Asset Management
Texas
$52 +$52 +101 New
WIM
1424
Westside Investment Management
California
$35 – – –
KKRC
1425
Kohlberg Kravis Roberts & Co
New York
– -$986M -10,185,071 Closed
55 56
57
58 59