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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$24.5M -$3.15M -27,908 -11%
SEM
227
Suncoast Equity Management
Florida
$24.4M +$10.6M +93,517 +77%
SAM
228
Soditic Asset Management
United Kingdom
$23.9M – – –
PAS
229
Professional Advisory Services
Florida
$23.9M +$76.6K +678 +0.3%
CS
230
Cannell & Spears
New York
$23.6M -$242K -2,138 -1%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$23.6M -$1.98M -17,507 -8%
Adage Capital Partners
232
Adage Capital Partners
Massachusetts
$23.6M -$82.6M -731,002 -78%
Osaic Holdings
233
Osaic Holdings
Arizona
$23.4M +$4.99M +44,199 +27%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$23.2M +$8.47M +75,000 +58%
Rafferty Asset Management
235
Rafferty Asset Management
New York
$23.1M +$731K +6,470 +3%
First Trust Advisors
236
First Trust Advisors
Illinois
$23.1M +$3M +26,560 +15%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$22.8M +$2.65M +23,453 +13%
CCM
238
Coerente Capital Management
Ontario, Canada
$22.2M -$728K -6,444 -3%
PI
239
PineBridge Investments
New York
$22M +$11.8M +104,141 +114%
TAM
240
Thematics Asset Management
France
$21.9M -$791K -7,000 -3%
BCM
241
Bowie Capital Management
Texas
$21.7M -$2.09M -18,538 -9%
Comerica Bank
242
Comerica Bank
Texas
$21.6M +$21.5M +190,751 +110,261%
CS
243
Candriam SCA
Luxembourg
$21.2M +$132K +1,171 +0.6%
Russell Investments Group
244
Russell Investments Group
United Kingdom
$21.2M +$845K +7,466 +4%
MHIC
245
Marble Harbor Investment Counsel
Massachusetts
$21.1M -$346K -3,067 -2%
NOCM
246
Night Owl Capital Management
Connecticut
$21M +$451K +3,996 +2%
HighTower Advisors
247
HighTower Advisors
Illinois
$20.7M -$1.8M -15,925 -8%
Schroder Investment Management Group
248
Schroder Investment Management Group
United Kingdom
$20.6M +$12M +106,547 +140%
BBVA
249
Banco Bilbao Vizcaya Argentaria
Spain
$20.4M -$629K -5,564 -3%
AIG
250
American International Group
New York
$20.2M -$561K -4,967 -3%
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