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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 %
RWM
1451
Ritholtz Wealth Management
New York
– -$1.12M -11,965 Closed
MAM
1452
Meeder Asset Management
Ohio
– -$1.01M -10,762 Closed
SWM
1453
Segment Wealth Management
Texas
– -$769K -8,220 Closed
JF
1454
Jump Financial
Illinois
– -$725K -7,753 Closed
DTL
1455
Dynamic Technology Lab
Singapore
– -$700K -7,485 Closed
GCIA
1456
Gabelli & Co Investment Advisers
New York
– -$682K -7,290 Closed
PI
1457
PEAK6 Investments
Illinois
– -$635K -6,790 Closed
QT
1458
Quantbot Technologies
New York
– -$583K -6,237 Closed
Jennison Associates
1459
Jennison Associates
New York
– -$548K -5,857 Closed
CIC
1460
Chase Investment Counsel
Virginia
– -$542K -5,795 Closed
SDWMA
1461
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$459K -4,906 Closed
IAA
1462
Independent Advisor Alliance
North Carolina
– -$457K -4,882 Closed
KA
1463
Kintegral Advisory
New York
– -$435K -4,651 Closed
SAM
1464
Steinberg Asset Management
New York
– -$414K -4,420 Closed
CL
1465
CSS LLC
Illinois
– -$374K -4,000 Closed
BA
1466
Bellwether Advisors
Nebraska
– -$334K -3,580 Closed
OMC
1467
Old Mission Capital
Illinois
– -$314K -3,357 Closed
GSC
1468
Ground Swell Capital
South Carolina
– -$306K -3,272 Closed
KJHP
1469
K.J. Harrison & Partners
Ontario, Canada
– -$276K -2,945 Closed
IIM
1470
Intact Investment Management
Quebec, Canada
– -$271K -2,900 Closed
PHK
1471
Point72 Hong Kong
Hong Kong
– -$268K -2,859 Closed
TIS
1472
Tortoise Index Solutions
Kansas
– -$267K -2,856 Closed
BWP
1473
BSW Wealth Partners
Colorado
– -$255K -2,728 Closed
WFI
1474
West Family Investments
California
– -$243K -2,600 Closed
IAMOG
1475
Investors Asset Management of Georgia
Georgia
– -$242K -2,582 Closed
57 58
59
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