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Fiserv
FI

Overview Fund Activity

1,427 hedge funds and large institutions have $63.3B invested in Fiserv in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 466 increasing their positions, 616 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.41%
New
125
Increased
466
Reduced
616
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$652M
2
Capital World Investors
Capital World Investors
California
+$428M
3
ECU
Egerton Capital (UK)
United Kingdom
+$396M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$251M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$614M
2
VH
ValueAct Holdings
California
-$339M
3
Harris Associates
Harris Associates
Illinois
-$238M
4
BI
BlueSpruce Investments
Illinois
-$181M
5
BG
Baupost Group
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
251
Kurt F. Somerville
$17.6M +$199K +1,762 +1%
GIA
252
Guyasuta Investment Advisors
Pennsylvania
$17.5M +$4.54M +40,128 +35%
TIP
253
Torray Investment Partners
Maryland
$17.5M -$24.3K -215 -0.1%
DADC
254
D.A. Davidson & Co
Montana
$17.4M +$462K +4,089 +3%
Osaic Holdings
255
Osaic Holdings
Arizona
$17.3M +$183K +1,616 +1%
SAM
256
Shell Asset Management
Netherlands
$17.3M -$12.5K -111 -0.1%
CAC
257
Core Alternative Capital
Georgia
$17.3M -$1.62M -14,294 -9%
Handelsbanken Fonder
258
Handelsbanken Fonder
Sweden
$17M +$1.38M +12,246 +9%
FAF
259
Fjarde Ap-fonden
Sweden
$16.9M +$1.29M +11,400 +8%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$16.5M -$1.44M -12,739 -8%
MME
261
Meag Munich Ergo
Germany
$16.5M +$16.5M +145,773 New
GC
262
Guggenheim Capital
Illinois
$16.4M +$436K +3,853 +3%
AFG
263
Albion Financial Group
Utah
$16M -$218K -1,929 -1%
MA
264
Montag & Associates
Georgia
$16M -$192K -1,699 -1%
TFA
265
Toth Financial Advisory
Virginia
$15.8M +$76.1K +673 +0.5%
ZIM
266
Zacks Investment Management
Illinois
$15.8M +$921K +8,149 +6%
LIA
267
LS Investment Advisors
Michigan
$15.8M -$948K -8,385 -6%
CC
268
Cornerstone Capital
California
$15.7M -$422K -3,733 -3%
MCM
269
Mill Capital Management
North Carolina
$15.1M -$53.4K -472 -0.4%
BST
270
Bath Savings Trust
Maine
$15M +$174K +1,539 +1%
TPSF
271
Texas Permanent School Fund
Texas
$15M +$4.77M +42,167 +47%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$14.9M +$205K +1,815 +1%
Russell Investments Group
273
Russell Investments Group
United Kingdom
$14.8M -$6.08M -53,797 -29%
PAM
274
Panagora Asset Management
Massachusetts
$14.7M +$9.92M +87,722 +208%
NNPTE
275
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$14.6M – – –
9 10
11
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