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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 %
DS
201
Dudley & Shanley
Florida
$25M – – –
Stifel Financial
202
Stifel Financial
Missouri
$25M +$1.43M +14,169 +6%
Asset Management One
203
Asset Management One
Japan
$25M -$1.59M -15,637 -6%
ACM
204
Aryeh Capital Management
Ontario, Canada
$24.8M -$20.2M -199,900 -45%
TAM
205
Thematics Asset Management
France
$24.3M +$24.3M +240,000 New
DDPIC
206
Deroy & Devereaux Private Investment Counsel
Michigan
$24.1M -$76.2K -754 -0.3%
PAS
207
Professional Advisory Services
Florida
$24M -$193K -1,908 -0.8%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$23.9M -$5.93M -58,633 -20%
AIG
209
American International Group
New York
$23.7M -$1.45M -14,319 -6%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$23.4M +$249K +2,468 +1%
LPL Financial
211
LPL Financial
California
$22.8M +$280K +2,773 +1%
CC
212
Cadinha & Co
Hawaii
$22.7M +$7.01M +69,377 +45%
AP
213
Archon Partners
New Jersey
$22.5M – – –
CCM
214
Coerente Capital Management
Ontario, Canada
$22.5M +$168K +1,660 +0.8%
WCM
215
Windward Capital Management
California
$22.3M -$111K -1,095 -0.5%
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$22.1M +$189K +1,867 +0.9%
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$21.8M +$7.12M +70,704 +48%
AIA
218
Avalon Investment & Advisory
Texas
$21.8M -$1.23M -12,208 -5%
Walleye Capital
219
Walleye Capital
New York
$21.7M +$19.1M +189,410 +744%
SAM
220
Soditic Asset Management
United Kingdom
$21.4M – – –
CS
221
Cannell & Spears
New York
$21.4M -$329K -3,259 -2%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$21.2M +$11M +108,891 +108%
GG
223
Gofen & Glossberg
Illinois
$20.8M -$2.85M -28,155 -12%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$20.7M +$1.31M +13,010 +7%
Retirement Systems of Alabama
225
Retirement Systems of Alabama
Alabama
$20.6M -$910K -8,999 -4%
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