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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 %
BCB
351
Brian C. Broderick
$12M +$318K +2,397 +3%
LDB
352
Lee, Danner & Bass
Tennessee
$12M -$117K -882 -1%
SCM
353
Shelton Capital Management
Colorado
$12M +$928K +6,989 +8%
FDP
354
Financiere des Professionnels
Quebec, Canada
$11.9M +$111K +834 +0.9%
GH
355
GAM Holding
Switzerland
$11.8M -$11.7K -88 -0.1%
SWK
356
Stephen W. Kidder
$11.8M -$63.8K -480 -0.5%
LCM
357
Logan Capital Management
Pennsylvania
$11.7M -$188K -1,413 -2%
BWP
358
Baldwin Wealth Partners
Massachusetts
$11.7M -$359K -2,701 -3%
HAIM
359
Hunter Associates Investment Management
Pennsylvania
$11.6M +$54.6K +411 +0.5%
BAM
360
Bell Asset Management
Australia
$11.5M -$441K -3,318 -4%
Allianz Asset Management
361
Allianz Asset Management
Germany
$11.4M -$2.26M -17,009 -17%
OAM
362
Oppenheimer Asset Management
New York
$11.4M -$2.07M -15,550 -15%
PMEF
363
Point72 Middle East FZE
United Arab Emirates
$11.4M -$5.6M -42,178 -33%
RSVP
364
Ramsay Stattman Vela & Price
Colorado
$11.2M -$63.8K -480 -0.6%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$11.1M -$1.46K -11 -0%
FNT
366
First National Trust
Pennsylvania
$11.1M -$1.48M -11,174 -12%
CAM
367
ClariVest Asset Management
California
$10.8M -$2.1M -15,820 -16%
MGIM
368
M&G Investment Management
United Kingdom
$10.8M -$6.78M -50,967 -39%
GAM
369
Gotham Asset Management
New York
$10.8M +$9.19M +69,187 +581%
YCM
370
Yousif Capital Management
Michigan
$10.7M -$561K -4,223 -5%
RGC
371
Redwood Grove Capital
California
$10.7M – – –
MOACM
372
Mutual of America Capital Management
New York
$10.7M -$661K -4,978 -6%
MJP
373
Michael J. Puzo
$10.7M -$25K -188 -0.2%
EI
374
Ethic Inc
New York
$10.5M +$744K +5,601 +8%
LPT
375
Legacy Private Trust
Wisconsin
$10.4M -$364K -2,743 -3%
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