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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 %
OC
451
Oarsman Capital
Wisconsin
$6.7M +$44.2K +333 +0.7%
IG
452
ING Group
Netherlands
$6.7M +$6.69M +50,391 +559,900%
EAM
453
Eagle Asset Management
Florida
$6.68M -$138K -1,042 -2%
NME
454
Notis-McConarty Edward
$6.64M -$34.5K -260 -0.5%
CP
455
CenterBook Partners
Connecticut
$6.62M -$2.71M -20,383 -29%
PI
456
PGGM Investments
Netherlands
$6.58M +$3.11M +23,422 +90%
DRD
457
Dennis R. Delaney
$6.57M +$22.6K +170 +0.3%
MM
458
Meridian Management
Arkansas
$6.51M -$141K -977 -2%
PP
459
Prudential plc
United Kingdom
$6.47M -$460K -3,462 -7%
HPC
460
HM Payson & Co
Maine
$6.46M -$185K -1,391 -3%
TPCM
461
Two Point Capital Management
New York
$6.46M +$6.46M +48,630 New
GWM
462
GDS Wealth Management
Texas
$6.44M +$1.37M +10,320 +27%
CAM
463
Close Asset Management
United Kingdom
$6.4M +$531K +3,995 +9%
WIC
464
Wilkins Investment Counsel
Massachusetts
$6.38M -$101K -760 -2%
GC
465
Guggenheim Capital
Illinois
$6.38M +$903K +6,794 +16%
KRS
466
Kentucky Retirement Systems
Kentucky
$6.38M -$185K -1,393 -3%
CGH
467
Crossmark Global Holdings
Texas
$6.38M +$601K +4,523 +10%
TIM
468
Thompson Investment Management
Wisconsin
$6.37M -$2.45M -18,447 -28%
PKC
469
Palmer Knight Company
Florida
$6.34M -$8.77K -66 -0.1%
SWM
470
Sendero Wealth Management
Texas
$6.33M -$920K -6,924 -13%
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$6.26M -$18.6K -140 -0.3%
ACM
472
Ayrshire Capital Management
Connecticut
$6.26M -$15.9K -120 -0.3%
DA
473
Dillon & Associates
Michigan
$6.25M +$853K +6,411 +16%
CWM
474
CMH Wealth Management
New Hampshire
$6.24M +$29.1K +219 +0.5%
OPERF
475
Oregon Public Employees Retirement Fund
Oregon
$6.23M -$6.44M -48,490 -51%
17 18
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