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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 %
HBT
426
Hills Bank & Trust
Iowa
$6.23M -$140K -1,242 -2%
SMDAM
427
Sumitomo Mitsui DS Asset Management
Japan
$6.16M +$360K +3,187 +6%
GVAG
428
Great Valley Advisor Group
Delaware
$6.16M +$2.18M +19,277 +55%
CCM
429
Cox Capital Management
Massachusetts
$6.1M -$67.8K -600 -1%
SCA
430
Snowden Capital Advisors
New York
$6.09M -$660K -5,843 -10%
HIMCH
431
Hartford Investment Management Co (HIMCO)
Connecticut
$6.07M +$850K +7,516 +16%
LCM
432
Liberty Capital Management
Michigan
$6.05M -$57.9K -512 -0.9%
SAM
433
Securian Asset Management
Minnesota
$6.04M +$34.6K +306 +0.6%
PCM
434
Patient Capital Management
Maryland
$6.04M -$1.41M -12,475 -19%
CIM
435
Contravisory Investment Management
Massachusetts
$5.99M -$85.8K -759 -1%
AI
436
Atria Investments
North Carolina
$5.99M -$33K -292 -0.5%
MCWS
437
McKinley Carter Wealth Services
West Virginia
$5.97M -$137K -1,208 -2%
SIC
438
SFE Investment Counsel
California
$5.91M -$852K -7,146 -13%
HPC
439
HM Payson & Co
Maine
$5.84M – – –
CJL
440
Cyrus J. Lawrence
New York
$5.82M +$5.82M +51,523 New
CAPTRUST Financial Advisors
441
CAPTRUST Financial Advisors
North Carolina
$5.79M +$2.37M +20,967 +69%
OC
442
Oarsman Capital
Wisconsin
$5.78M +$158K +1,395 +3%
RAM
443
Redmond Asset Management
Virginia
$5.77M -$33.6K -297 -0.6%
PMG
444
ProVise Management Group
Florida
$5.75M -$998K -8,832 -15%
KRS
445
Kentucky Retirement Systems
Kentucky
$5.68M -$8.48K -75 -0.1%
WIC
446
Wilkins Investment Counsel
Massachusetts
$5.6M -$15.8K -140 -0.3%
NME
447
Notis-McConarty Edward
$5.58M -$9.38K -83 -0.2%
VCA
448
Verdence Capital Advisors
Maryland
$5.53M +$2.27M +20,120 +70%
ACM
449
Ayrshire Capital Management
Connecticut
$5.51M -$50.3K -445 -0.9%
JC
450
Jacobs & Co
California
$5.47M +$48K +425 +0.9%
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