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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 %
FWTB
451
First Western Trust Bank
Colorado
$5.43M +$364K +3,221 +7%
AF
452
Ally Financial
Michigan
$5.43M – – –
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$5.42M -$1.14M -10,047 -17%
MM
454
Meridian Management
Arkansas
$5.35M +$772K +6,832 +17%
HEIP
455
Hudson Edge Investment Partners
New Jersey
$5.34M -$274K -2,426 -5%
EAM
456
Eagle Asset Management
Florida
$5.34M +$377K +3,334 +8%
JGUA
457
John G. Ullman & Associates
New York
$5.31M -$190K -1,680 -3%
BA
458
Bridgewater Associates
Connecticut
$5.27M -$15.6M -137,912 -75%
MSRPS
459
Maryland State Retirement & Pension System
Maryland
$5.27M +$75.5K +668 +1%
CWM
460
CMH Wealth Management
New Hampshire
$5.26M -$2.44M -21,624 -32%
KS
461
Karpas Strategies
Connecticut
$5.25M -$22.6K -200 -0.4%
MKC
462
M. Kraus & Co
Vermont
$5.24M +$13K +115 +0.2%
MS
463
Marshall & Sullivan
Washington
$5.24M +$16.8K +149 +0.3%
BEAM
464
Baker Ellis Asset Management
Washington
$5.19M -$30.9K -273 -0.6%
CAN
465
Cetera Advisor Networks
California
$5.14M -$120K -1,061 -2%
EMPI
466
Elo Mutual Pension Insurance
Finland
$5.13M -$188K -1,667 -4%
RSWM
467
Robertson Stephens Wealth Management
California
$5.12M +$1.19M +10,504 +30%
HWM
468
Hohimer Wealth Management
Washington
$5.12M -$254K -2,248 -5%
SWM
469
Sendero Wealth Management
Texas
$5.12M +$850K +7,524 +20%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12M -$13.1M -115,534 -72%
CA
471
Cullinan Associates
Kentucky
$5.01M -$2.59M -22,932 -34%
SCM
472
Soros Capital Management
New York
$4.99M -$779K -6,894 -14%
ANBT
473
American National Bank & Trust
Texas
$4.97M -$776K -6,862 -13%
BCM
474
Buckhead Capital Management
Georgia
$4.94M -$1.36K -12 -0%
FB
475
Fulton Bank
Pennsylvania
$4.82M -$61.3K -542 -1%
17 18
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