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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 %
CEI
251
Clark Estates Inc
New York
$23.3M – – –
AT
252
Arvest Trust
Oklahoma
$23M -$512K -3,855 -2%
Osaic Holdings
253
Osaic Holdings
Arizona
$22.9M -$4.53M -34,081 -16%
ASRS
254
Arizona State Retirement System
Arizona
$22.8M -$428K -3,221 -2%
LIP
255
Liontrust Investment Partners
United Kingdom
$22.8M -$14.7M -110,866 -39%
CSS
256
Cubist Systematic Strategies
Connecticut
$22.2M -$10.7M -80,301 -32%
Handelsbanken Fonder
257
Handelsbanken Fonder
Sweden
$22.2M +$1.84M +13,849 +9%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$22.2M -$1.06M -7,981 -5%
OCM
259
Oribel Capital Management
New York
$22.2M +$22.2M +167,100 New
GC
260
Gillson Capital
Illinois
$22M +$22M +165,356 New
SI
261
Sora Investors
Pennsylvania
$21.9M +$21.9M +165,000 New
AFCM
262
Applied Finance Capital Management
Puerto Rico
$21.9M +$2.3M +17,314 +12%
SOMRS
263
State of Michigan Retirement System
Michigan
$21.8M -$372K -2,800 -2%
HighTower Advisors
264
HighTower Advisors
Illinois
$21.7M -$2.62M -19,726 -11%
AIM
265
Artemis Investment Management
United Kingdom
$21.7M +$21.7M +163,379 New
DADC
266
D.A. Davidson & Co
Montana
$21.7M +$182K +1,372 +0.8%
HF
267
HRT Financial
New York
$21.6M +$21.6M +162,914 New
ACI
268
Alpha Cubed Investments
California
$21.6M +$2.14M +16,108 +11%
Nomura Asset Management
269
Nomura Asset Management
Japan
$21.3M +$330K +2,484 +2%
NOCM
270
Night Owl Capital Management
Connecticut
$21M – – –
WDA
271
Wendell David Associates
New Hampshire
$21M -$1.25M -9,429 -6%
GIA
272
Guyasuta Investment Advisors
Pennsylvania
$20.3M -$328K -2,471 -2%
MIM
273
MetLife Investment Management
New Jersey
$20.2M -$700K -5,267 -3%
TIP
274
Torray Investment Partners
Maryland
$20.2M +$70.1K +528 +0.3%
MME
275
Meag Munich Ergo
Germany
$20.2M +$796K +5,992 +4%
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