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Fiserv
FI

Overview Fund Activity

1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.23B
2
Capital World Investors
Capital World Investors
California
+$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$272M
4
MIS
Morningstar Investment Services
Illinois
+$256M
5
Ameriprise
Ameriprise
Minnesota
+$205M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$563M
2
VH
ValueAct Holdings
California
-$446M
3
ESCM
Echo Street Capital Management
New York
-$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$29M -$11.1M -83,540 -28%
GT
227
Glenmede Trust
Pennsylvania
$29M -$30.1M -226,779 -51%
SEM
228
Suncoast Equity Management
Florida
$29M +$331K +2,489 +1%
VOYA Investment Management
229
VOYA Investment Management
Georgia
$28.9M -$1.59M -12,004 -5%
PAS
230
Professional Advisory Services
Florida
$28.5M +$366K +2,755 +1%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$28.3M +$1.09M +8,211 +4%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$28.2M +$1.41M +10,582 +5%
BAMF
233
BI Asset Management Fondsmaeglerselskab
Denmark
$28M -$4M -30,143 -13%
CS
234
Cannell & Spears
New York
$28M +$228K +1,717 +0.8%
Squarepoint
235
Squarepoint
New York
$27.8M -$23.6M -177,827 -46%
SAM
236
Soditic Asset Management
United Kingdom
$27.2M -$1M -7,554 -4%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$26.7M -$565K -4,251 -2%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$26.1M -$1.61M -12,083 -6%
CCM
239
Coerente Capital Management
Ontario, Canada
$25.7M -$357K -2,685 -1%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$25.5M +$25.1M +188,779 +6,487%
CS
241
Candriam SCA
Luxembourg
$25.2M +$281K +2,117 +1%
Comerica Bank
242
Comerica Bank
Texas
$24.8M -$518K -3,897 -2%
MHIC
243
Marble Harbor Investment Counsel
Massachusetts
$24.7M -$160K -1,205 -0.6%
BBVA
244
Banco Bilbao Vizcaya Argentaria
Spain
$24.5M +$545K +4,100 +2%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$24.4M +$6.04M +45,469 +33%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$24.2M -$611K -4,598 -2%
GIM
247
Generate Investment Management
New Zealand
$24.2M +$24.2M +182,330 New
TAM
248
Thematics Asset Management
France
$23.5M -$2.26M -17,000 -9%
AIG
249
American International Group
New York
$23.4M -$400K -3,009 -2%
BCM
250
Bowie Capital Management
Texas
$23.3M -$2.17M -16,357 -9%
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