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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 %
AB
276
Amalgamated Bank
New York
$20.2M -$1.08M -8,112 -5%
HAM
277
Harber Asset Management
North Carolina
$19.7M +$8.34M +62,756 +74%
M&T Bank
278
M&T Bank
New York
$19.6M -$1.48M -11,143 -7%
FAF
279
Första AP-fonden
Sweden
$19.6M +$213K +1,600 +1%
ACM
280
Aryeh Capital Management
Ontario, Canada
$19.5M – – –
TFA
281
Toth Financial Advisory
Virginia
$18.9M +$121K +914 +0.6%
KFS
282
Kurt F. Somerville
$18.7M +$88.3K +665 +0.5%
AFG
283
Albion Financial Group
Utah
$18.6M +$231K +1,740 +1%
CWM
284
CIBC World Markets
New York
$18.5M +$5.52M +41,550 +42%
MA
285
Montag & Associates
Georgia
$18.5M +$3.09M +23,273 +20%
NPPM
286
North Point Portfolio Managers
Ohio
$18.4M -$99.5K -749 -0.5%
Walleye Trading
287
Walleye Trading
New York
$18.1M +$13M +97,606 +252%
MCM
288
Mill Capital Management
North Carolina
$18M +$1.59K +12 +0%
CC
289
Cornerstone Capital
California
$17.7M -$155K -1,167 -0.9%
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$17.7M -$2.66K -20 -0%
PCH
291
Polar Capital Holdings
United Kingdom
$17.7M +$296K +2,230 +2%
Creative Planning
292
Creative Planning
Kansas
$17.6M +$545K +4,100 +3%
Retirement Systems of Alabama
293
Retirement Systems of Alabama
Alabama
$17.6M -$739K -5,565 -4%
Walleye Capital
294
Walleye Capital
New York
$17.5M +$17.5M +131,886 New
COPPSERS
295
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.5M +$1.18M +8,859 +7%
N
296
Natixis
France
$17.4M +$13.3M +100,451 +326%
CC
297
Cadinha & Co
Hawaii
$17.3M +$7.69M +57,925 +80%
NNPTE
298
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$17.1M – – –
VA
299
Vident Advisory
Georgia
$17.1M +$2.93M +22,088 +21%
Los Angeles Capital Management
300
Los Angeles Capital Management
California
$17M +$9.79M +73,688 +135%
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