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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 %
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$10.6M +$261K +2,307 +3%
BWP
327
Baldwin Wealth Partners
Massachusetts
$10.6M -$29.5K -261 -0.3%
AC
328
Addenda Capital
Quebec, Canada
$10.5M -$113K -1,004 -1%
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$10.5M -$68.9K -610 -0.7%
FNT
330
First National Trust
Pennsylvania
$10.4M -$290K -2,563 -3%
ECU
331
Eisler Capital (UK)
United Kingdom
$10.4M +$10.4M +91,802 New
ROC
332
Robertson Opportunity Capital
Texas
$10.3M – – –
CWM
333
CIBC World Markets
New York
$10.3M -$2.31M -20,470 -18%
MOACM
334
Mutual of America Capital Management
New York
$10.3M +$17K +150 +0.2%
TAS
335
TIFF Advisory Services
Pennsylvania
$10.3M -$6.37M -56,378 -38%
Jane Street
336
Jane Street
New York
$10.2M +$131K +1,160 +1%
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$10.2M +$3.02M +26,742 +42%
GH
338
GAM Holding
Switzerland
$10.1M +$32K +283 +0.3%
SWK
339
Stephen W. Kidder
$10.1M -$9.61K -85 -0.1%
YCM
340
Yousif Capital Management
Michigan
$9.98M -$845K -7,477 -8%
VC
341
Vestor Capital
Illinois
$9.93M +$3.01M +26,586 +43%
TIM
342
Thompson Investment Management
Wisconsin
$9.81M -$729K -6,454 -7%
CS
343
Candriam SCA
Luxembourg
$9.79M +$1.78M +17,126 +22%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$9.76M -$4.39M -38,806 -31%
FGP
345
Foyston, Gordon, & Payne
Ontario, Canada
$9.76M +$2.64M +23,366 +37%
SF
346
Synovus Financial
Georgia
$9.75M -$87.7K -776 -0.9%
BCB
347
Brian C. Broderick
$9.74M -$30K -265 -0.3%
LPT
348
Legacy Private Trust
Wisconsin
$9.65M -$679K -6,003 -7%
SPIA
349
Steward Partners Investment Advisory
New York
$9.61M +$3.19M +28,234 +50%
SCP
350
Steamboat Capital Partners
New York
$9.61M -$1.16M -10,276 -11%
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