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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 %
RSVP
351
Ramsay Stattman Vela & Price
Colorado
$9.54M -$150K -1,325 -2%
MAA
352
Matrix Asset Advisors
New York
$9.47M -$524K -4,632 -5%
Twin Tree Management
353
Twin Tree Management
Texas
$9.4M +$9.4M +83,207 New
JPMPWA
354
J.P. Morgan Private Wealth Advisors
California
$9.25M -$2.33M -20,648 -20%
BAM
355
Bell Asset Management
Australia
$9.23M -$2.34M -20,717 -20%
BG
356
Bahl & Gaynor
Ohio
$9.18M -$542K -4,792 -6%
ACA
357
Aptus Capital Advisors
Alabama
$9.16M +$3.01M +26,671 +49%
BNP Paribas Asset Management
358
BNP Paribas Asset Management
France
$9.13M -$11.5M -102,050 -56%
TC
359
TwinBeech Capital
New York
$9.09M +$2.72M +24,075 +43%
MJP
360
Michael J. Puzo
$9.07M +$82.2K +727 +0.9%
ET
361
Equitable Trust
Tennessee
$9.04M -$3.33M -29,459 -27%
GIBU
362
Gulf International Bank (UK)
United Kingdom
$8.99M -$3.17M -28,051 -26%
BC
363
Brookfield Corp
Ontario, Canada
$8.98M +$1.71M +15,142 +24%
AAF
364
Andra AP-fonden
Sweden
$8.95M +$3.44M +30,395 +62%
RBC
365
Romano Brothers & Co
Illinois
$8.94M +$367K +3,247 +4%
PI
366
PineBridge Investments
New York
$8.94M +$3.75M +33,180 +72%
HAIM
367
Hunter Associates Investment Management
Pennsylvania
$8.87M +$538K +4,756 +6%
X
368
Xponance
Pennsylvania
$8.81M +$224K +1,986 +3%
PA
369
Perennial Advisors
New York
$8.68M -$45.3K -401 -0.5%
EI
370
Ethic Inc
New York
$8.63M +$1.65M +14,601 +24%
LOAME
371
Lombard Odier Asset Management (Europe)
United Kingdom
$8.59M -$2.37M -21,000 -22%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$8.49M +$6.04M +53,409 +246%
PWLP
373
Prio Wealth Limited Partnership
Massachusetts
$8.46M -$26K -230 -0.3%
CNB
374
Czech National Bank
Czech Republic
$8.46M +$53.2K +471 +0.6%
B
375
Bailard
California
$8.32M +$195K +1,724 +2%
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