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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 %
PAS
201
Professional Advisory Services
Florida
$23.4M +$2.89M +28,521 +14%
LPL Financial
202
LPL Financial
California
$23.4M +$36.8K +363 +0.2%
Aviva
203
Aviva
United Kingdom
$23.1M +$3.7M +36,535 +19%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$23M -$53.9M -531,757 -70%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$22.9M +$466K +4,600 +2%
NC
206
NZS Capital
Colorado
$22.9M +$421K +4,151 +2%
CEI
207
Clark Estates Inc
New York
$22.8M +$22.8M +225,000 New
Royal London Asset Management
208
Royal London Asset Management
United Kingdom
$22.7M +$191K +1,883 +0.8%
AP
209
Archon Partners
New Jersey
$22.6M – – –
WCM
210
Windward Capital Management
California
$22.4M -$49.1K -484 -0.2%
CCM
211
Coerente Capital Management
Ontario, Canada
$22.3M +$308K +3,034 +1%
TIP
212
Torray Investment Partners
Maryland
$21.5M +$794K +7,828 +4%
ACA
213
Anchor Capital Advisors
Massachusetts
$21.5M +$1.01M +9,953 +5%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$21.5M -$348K -3,431 -2%
SAM
215
Shell Asset Management
Netherlands
$21.4M -$2.65M -26,135 -11%
HighTower Advisors
216
HighTower Advisors
Illinois
$20.7M +$2.16M +21,258 +12%
AT
217
Arvest Trust
Oklahoma
$20.6M -$453K -4,471 -2%
Korea Investment Corp
218
Korea Investment Corp
South Korea
$20.4M +$8.35M +82,300 +69%
OPERF
219
Oregon Public Employees Retirement Fund
Oregon
$20.1M -$891K -8,789 -4%
Retirement Systems of Alabama
220
Retirement Systems of Alabama
Alabama
$20M -$1.01K -10 -0%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$19.1M -$1.32M -13,044 -6%
NPPM
222
North Point Portfolio Managers
Ohio
$19.1M -$198K -1,955 -1%
JLBC
223
J.L. Bainbridge & Co
Florida
$18.9M +$2.83M +27,922 +18%
MHIC
224
Marble Harbor Investment Counsel
Massachusetts
$18.8M -$60.3K -595 -0.3%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$18.8M +$1.62M +15,995 +9%
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