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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Shell Asset Management
Netherlands
$9.7M -$7.75M -68,648 -44%
HAM
352
Harber Asset Management
North Carolina
$9.64M +$901K +7,975 +10%
MOACM
353
Mutual of America Capital Management
New York
$9.63M -$925K -8,190 -9%
YCM
354
Yousif Capital Management
Michigan
$9.62M -$334K -2,954 -3%
Marshall Wace
355
Marshall Wace
United Kingdom
$9.58M -$68.1M -602,658 -88%
RSVP
356
Ramsay Stattman Vela & Price
Colorado
$9.57M -$167K -1,482 -2%
Wealth Enhancement Advisory Services
357
Wealth Enhancement Advisory Services
Minnesota
$9.54M +$9.32M +82,502 +4,148%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$9.45M -$325K -2,879 -3%
SCM
359
Shelton Capital Management
Colorado
$9.38M +$203K +1,800 +2%
SOADOR
360
State of Alaska Department of Revenue
Alaska
$9.28M -$459K -4,060 -5%
MAA
361
Matrix Asset Advisors
New York
$9.2M -$85.9K -760 -0.9%
SEC
362
Seven Eight Capital
New York
$9.17M +$7.62M +67,488 +494%
LPT
363
Legacy Private Trust
Wisconsin
$9.13M -$64.5K -571 -0.7%
RGC
364
Redwood Grove Capital
California
$9.09M – – –
MJP
365
Michael J. Puzo
$9.08M +$33.9K +300 +0.4%
RGI
366
River Global Investors
United Kingdom
$9.03M -$2.3M -20,328 -20%
RBC
367
Romano Brothers & Co
Illinois
$8.81M -$100K -885 -1%
PA
368
Perennial Advisors
New York
$8.74M +$13.7K +121 +0.2%
VWM
369
Venturi Wealth Management
Texas
$8.7M +$7.84M +69,446 +919%
SCP
370
Steamboat Capital Partners
New York
$8.67M +$161K +1,424 +2%
QIM
371
Quantitative Investment Management
Virginia
$8.58M +$8.58M +75,950 New
B
372
Bailard
California
$8.55M +$119K +1,055 +1%
PWLP
373
Prio Wealth Limited Partnership
Massachusetts
$8.45M – – –
SF
374
Synovus Financial
Georgia
$8.41M -$837K -7,414 -9%
Daiwa Securities Group
375
Daiwa Securities Group
Japan
$8.37M +$403K +3,567 +5%
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