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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 %
LAI
401
Legal Advantage Investments
California
$8.84M -$332K -2,500 -4%
Pathstone Holdings
402
Pathstone Holdings
New Jersey
$8.8M +$8.8M +66,181 New
SCP
403
Steamboat Capital Partners
New York
$8.76M -$1.44M -10,843 -14%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$8.58M -$91.1K -686 -1%
LRPA
405
L. Roy Papp & Associates
Arizona
$8.49M -$128K -967 -1%
LOPW
406
Live Oak Private Wealth
North Carolina
$8.48M -$94.6K -712 -1%
GVAG
407
Great Valley Advisor Group
Delaware
$8.39M -$73.5K -553 -0.9%
SF
408
Synovus Financial
Georgia
$8.38M -$1.51M -11,353 -15%
PE
409
Point72 Europe
United Kingdom
$8.36M +$3.15M +23,700 +60%
1832 Asset Management
410
1832 Asset Management
Ontario, Canada
$8.35M -$653K -4,912 -7%
RGI
411
River Global Investors
United Kingdom
$8.32M -$2.3M -17,292 -22%
ACA
412
Aptus Capital Advisors
Alabama
$8.32M +$43.7K +329 +0.5%
WorldQuant Millennium Advisors
413
WorldQuant Millennium Advisors
New York
$8.25M +$6.99M +52,644 +558%
MGWM
414
Marks Group Wealth Management
Minnesota
$8.13M -$119K -898 -1%
CTA
415
Chesley Taft & Associates
Illinois
$8.03M -$73.7K -555 -0.9%
HFS
416
Hantz Financial Services
Michigan
$8.03M -$501K -3,773 -6%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$8M -$341K -2,570 -4%
IMPI
418
Ilmarinen Mutual Pension Insurance
Finland
$7.97M – – –
SMDAM
419
Sumitomo Mitsui DS Asset Management
Japan
$7.88M +$88.3K +665 +1%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$7.88M +$1.02M +7,689 +15%
Cambridge Investment Research Advisors
421
Cambridge Investment Research Advisors
Iowa
$7.84M +$142K +1,069 +2%
SWM
422
Spire Wealth Management
Virginia
$7.8M +$840K +6,040 +12%
TAM
423
Tocqueville Asset Management
New York
$7.76M -$21.3K -160 -0.3%
CAM
424
Cozad Asset Management
Illinois
$7.73M -$201K -1,511 -3%
MC
425
Middleton & Co
Massachusetts
$7.7M -$38.5K -290 -0.5%
15 16
17
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