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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 %
BPIM
326
Brant Point Investment Management
New York
$14.3M -$205K -1,540 -1%
CIA
327
Covington Investment Advisors
Pennsylvania
$14.3M +$434K +3,270 +3%
CGA
328
Compound Global Advisors
Washington
$14.2M +$14.2M +106,600 New
CNB
329
Czech National Bank
Czech Republic
$14M -$187K -1,405 -1%
PAIM
330
Punch & Associates Investment Management
Minnesota
$13.9M +$3.85K +29 +0%
KLWA
331
Kelly Lawrence W & Associates
California
$13.9M +$27.9K +210 +0.2%
ZIM
332
Zacks Investment Management
Illinois
$13.8M +$309K +2,326 +2%
URS
333
Utah Retirement Systems
Utah
$13.8M -$133K -1,000 -1%
CIA
334
CCM Investment Advisers
South Carolina
$13.8M +$252K +1,894 +2%
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M -$138K -1,041 -1%
X
336
Xponance
Pennsylvania
$13.7M +$1.8M +13,525 +15%
APG Asset Management
337
APG Asset Management
Netherlands
$13.6M +$2.84M +23,593 +26%
BB
338
Busey Bank
Illinois
$13M -$72.8K -548 -0.6%
TI
339
Trexquant Investment
Connecticut
$13M +$7.19M +54,141 +125%
FGP
340
Foyston, Gordon, & Payne
Ontario, Canada
$12.9M -$3.45M -25,940 -21%
DPAM
341
Degroof Petercam Asset Management
Belgium
$12.9M +$12.9M +96,800 New
UIM
342
USS Investment Management
United Kingdom
$12.9M -$1.16M -8,760 -8%
VC
343
Vestor Capital
Illinois
$12.8M +$485K +3,649 +4%
AM
344
AGF Management
Ontario, Canada
$12.5M -$642K -4,833 -5%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$12.5M +$3.1M +23,359 +33%
NYLIM
346
New York Life Investment Management
New York
$12.5M -$2.9M -21,843 -19%
NLGIA
347
Nippon Life Global Investors Americas
New York
$12.4M +$12.4M +93,330 New
TRCT
348
Tower Research Capital (TRC)
New York
$12.3M +$6.94M +52,276 +128%
LSV Asset Management
349
LSV Asset Management
Illinois
$12.1M +$4M +30,100 +49%
ROC
350
Robertson Opportunity Capital
Texas
$12.1M – – –
12 13
14
15 16