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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 %
HIC
1476
Hartline Investment Corp
Illinois
– -$235K -2,507 Closed
SSG
1477
Summit Securities Group
New York
– -$229K -2,447 Closed
EWM
1478
Evercore Wealth Management
New York
– -$225K -2,410 Closed
Wolverine Trading
1479
Wolverine Trading
Illinois
– -$223K -2,354 Closed
CCM
1480
Chickasaw Capital Management
Tennessee
– -$213K -2,274 Closed
SXL
1481
Summit X LLC
Missouri
– -$203K -2,221 Closed
ER
1482
Enlightenment Research
Florida
– -$206K -2,200 Closed
GAA
1483
Global Assets Advisory
Florida
– -$226K -2,195 Closed
SFG
1484
Steward Financial Group
Texas
– -$204K -2,188 Closed
AWM
1485
Angeles Wealth Management
California
– -$203K -2,170 Closed
IP
1486
Investment Partners
Ohio
– -$202K -2,154 Closed
EFG
1487
Everhart Financial Group
Ohio
– -$202K -2,153 Closed
GWSG
1488
GPS Wealth Strategies Group
Colorado
– -$155K -1,652 Closed
Group One Trading
1489
Group One Trading
Illinois
– -$151K -1,610 Closed
ODG
1490
O'Dell Group
Ohio
– -$150K -1,608 Closed
OPW
1491
Oxler Private Wealth
New York
– -$120K -1,284 Closed
SFO
1492
Standard Family Office
South Dakota
– -$70K -743 Closed
JIR
1493
James Investment Research
Ohio
– -$53K -564 Closed
AIP
1494
Almanack Investment Partners
Pennsylvania
– -$42K -452 Closed
AWMS
1495
Advocacy Wealth Management Services
Georgia
– -$31K -312 Closed
AS
1496
Altshuler Shaham
Israel
– -$25K -260 Closed
HGERS
1497
Householder Group Estate & Retirement Specialist
Arizona
– -$11K -123 Closed
ACM
1498
Aquatic Capital Management
Illinois
– -$9K -100 Closed
TC
1499
Trust Company
Kansas
– -$9K -100 Closed
NICM
1500
Neo Ivy Capital Management
New York
– -$8K -87 Closed
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