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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 %
LOPW
401
Live Oak Private Wealth
North Carolina
$7.28M +$357K +3,161 +5%
LRPA
402
L. Roy Papp & Associates
Arizona
$7.27M -$29.7K -263 -0.4%
MGWM
403
Marks Group Wealth Management
Minnesota
$7.24M -$12.3K -109 -0.2%
SG Americas Securities
404
SG Americas Securities
New York
$7.13M +$3.05M +27,013 +75%
LSV Asset Management
405
LSV Asset Management
Illinois
$7.11M +$7.11M +62,900 New
1832 Asset Management
406
1832 Asset Management
Ontario, Canada
$7.09M – – –
ROC
407
Running Oak Capital
Minnesota
$7.07M -$245K -2,168 -3%
MC
408
Middleton & Co
Massachusetts
$7.03M -$37.1K -328 -0.5%
Schroder Investment Management Group
409
Schroder Investment Management Group
United Kingdom
$6.98M -$1.02M -9,067 -13%
SGI
410
Summit Global Investments
Utah
$6.98M +$431K +3,817 +7%
IMPI
411
Ilmarinen Mutual Pension Insurance
Finland
$6.78M -$1.7M -15,000 -20%
CTA
412
Chesley Taft & Associates
Illinois
$6.67M +$487K +4,310 +8%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$6.64M -$303K -2,683 -4%
HPCM
414
Hunter Perkins Capital Management
Illinois
$6.63M +$1.54M +13,619 +30%
TAM
415
Tocqueville Asset Management
New York
$6.53M +$211K +1,866 +3%
PKC
416
Palmer Knight Company
Florida
$6.5M +$307K +2,715 +5%
FNBT
417
FineMark National Bank & Trust
Florida
$6.47M -$146K -1,296 -2%
MRCM
418
M&R Capital Management
New Jersey
$6.41M -$71.8K -635 -1%
FNBOO
419
First National Bank of Omaha
Nebraska
$6.37M -$183K -1,619 -3%
BCM
420
BTC Capital Management
Iowa
$6.37M -$21.4K -189 -0.3%
SAM
421
Smithbridge Asset Management
Pennsylvania
$6.29M +$471K +4,164 +8%
BCM
422
Brooktree Capital Management
Michigan
$6.27M +$73.4K +649 +1%
BIG
423
Builder Investment Group
Georgia
$6.26M – – –
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$6.25M -$179K -1,585 -3%
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$6.24M +$13.6K +120 +0.2%
15 16
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