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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
451
Campbell & Co Investment Adviser
Maryland
$5.63M +$5.63M +49,801 New
KRS
452
Kentucky Retirement Systems
Kentucky
$5.58M -$24.7K -219 -0.4%
DRD
453
Dennis R. Delaney
$5.57M -$6.78K -60 -0.1%
WIC
454
Wilkins Investment Counsel
Massachusetts
$5.52M -$53.7K -475 -1%
SCA
455
Snowden Capital Advisors
New York
$5.48M -$351K -3,111 -6%
FC
456
FORA Capital
Florida
$5.42M +$5.42M +47,989 New
JPMPWA
457
J.P. Morgan Private Wealth Advisors
California
$5.4M +$5.4M +47,842 New
PKC
458
Palmer Knight Company
Florida
$5.39M -$1.27M -11,276 -19%
HEIP
459
Hudson Edge Investment Partners
New Jersey
$5.36M +$175K +1,547 +3%
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$5.34M +$2.72M +24,057 +104%
ACM
461
Ayrshire Capital Management
Connecticut
$5.33M -$101K -891 -2%
FNBOO
462
First National Bank of Omaha
Nebraska
$5.33M -$807K -7,146 -13%
MSRPS
463
Maryland State Retirement & Pension System
Maryland
$5.31M – – –
AWCI
464
Alpine Woods Capital Investors
New York
$5.3M -$2.04M -18,045 -28%
CWM
465
CMH Wealth Management
New Hampshire
$5.28M -$24.9K -220 -0.5%
MKC
466
M. Kraus & Co
Vermont
$5.21M -$9.04K -80 -0.2%
MM
467
Meridian Management
Arkansas
$5.21M -$59.9K -530 -1%
FWTB
468
First Western Trust Bank
Colorado
$5.2M -$204K -1,809 -4%
KS
469
Karpas Strategies
Connecticut
$5.2M -$50.8K -450 -1%
MS
470
Marshall & Sullivan
Washington
$5.17M -$95.6K -846 -2%
JGUA
471
John G. Ullman & Associates
New York
$5.17M -$74.8K -662 -1%
KAS
472
Kestra Advisory Services
Texas
$5.09M +$2.2M +19,514 +76%
DT
473
Diversified Trust
Tennessee
$5.09M +$2.1M +18,554 +70%
MCM
474
Maytus Capital Management
New York
$5.08M +$1.52M +13,500 +43%
RMC
475
Resources Management Corp
Connecticut
$5.07M +$5.07M +44,907 New
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