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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 %
HL
376
HeadInvest LLC
Maine
$8.22M -$161K -1,422 -2%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$8.21M – – –
B
378
Bellecapital
Switzerland
$8.18M +$267K +2,363 +3%
CVM
379
Cheviot Value Management
California
$8.17M -$95.4K -844 -1%
BFA
380
Bragg Financial Advisors
North Carolina
$8.15M +$275K +2,437 +3%
HAM
381
Harber Asset Management
North Carolina
$8.13M -$11.1M -98,193 -58%
LAI
382
Legal Advantage Investments
California
$8.08M +$11.3K +100 +0.1%
MML Investors Services
383
MML Investors Services
Massachusetts
$7.97M -$1.09M -9,688 -12%
SWM
384
Spire Wealth Management
Virginia
$7.96M +$6.18M +54,683 +347%
WB
385
Webster Bank
Connecticut
$7.96M -$59.1K -523 -0.7%
NAM
386
Nissay Asset Management
Japan
$7.77M -$307K -2,715 -4%
FHB
387
First Hawaiian Bank
Hawaii
$7.71M -$219K -1,939 -3%
PFP
388
Pinnacle Financial Partners
Tennessee
$7.68M +$497K +4,397 +7%
PI
389
PFS Investments
Georgia
$7.68M -$994K -8,798 -11%
LF
390
Longbow Finance
Switzerland
$7.65M -$3.14M -27,804 -29%
WC
391
Woodstock Corp
Massachusetts
$7.64M +$11.8K +104 +0.2%
Holocene Advisors
392
Holocene Advisors
New York
$7.51M +$9.5K +84 +0.1%
CA
393
Cornerstone Advisors
North Carolina
$7.46M – – –
CAM
394
Cozad Asset Management
Illinois
$7.46M +$6.78K +60 +0.1%
HFS
395
Hantz Financial Services
Michigan
$7.46M -$91.4K -809 -1%
N
396
Natixis
France
$7.44M -$12.1M -107,341 -62%
BCI
397
Brinker Capital Investments
Pennsylvania
$7.41M +$488K +4,317 +7%
OPS
398
Orion Portfolio Solutions
Nebraska
$7.41M +$6.7M +59,269 +945%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$7.39M +$327K +2,889 +5%
AWCI
400
Alpine Woods Capital Investors
New York
$7.37M -$104K -920 -1%
14 15
16
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