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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 %
ECU
26
Egerton Capital (UK)
United Kingdom
$396M +$396M +3,499,199 New
Charles Schwab
27
Charles Schwab
California
$387M +$4.48M +39,620 +1%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$368M -$19.3M -170,679 -5%
Goldman Sachs
29
Goldman Sachs
New York
$366M +$85.9M +760,167 +31%
PAI
30
Pittenger & Anderson Inc
Nebraska
$342M -$2.27M -20,100 -0.7%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339M -$790K -6,988 -0.2%
UBS AM
32
UBS AM
Illinois
$326M -$9.42M -83,374 -3%
Bank of America
33
Bank of America
North Carolina
$318M +$94.8M +838,284 +42%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$310M -$132M -1,170,989 -30%
Amundi
35
Amundi
France
$304M +$73.2M +651,450 +32%
Lazard Asset Management
36
Lazard Asset Management
New York
$289M -$99.6M -881,542 -26%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$287M +$8.03M +71,047 +3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$284M +$91.8M +811,850 +48%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$277M +$13.5M +119,713 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$271M -$8.51M -75,300 -3%
PAMS
41
Pictet Asset Management (Switzerland)
Switzerland
$268M -$32.8M -290,164 -11%
CWG
42
C WorldWide Group
Denmark
$265M -$26.5M -234,674 -9%
Ameriprise
43
Ameriprise
Minnesota
$255M -$10.8M -95,982 -4%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$244M +$11.3M +100,410 +5%
GCM
45
Glenview Capital Management
New York
$243M -$42.1M -372,420 -15%
RJA
46
Raymond James & Associates
Florida
$236M -$3.77M -33,362 -2%
MPI
47
Mairs & Power Inc
Minnesota
$228M +$319K +2,823 +0.1%
JFL
48
Jarislowsky, Fraser Ltd
Quebec, Canada
$228M -$9.46M -83,689 -4%
William Blair & Company
49
William Blair & Company
Illinois
$225M +$1.49M +13,185 +0.7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$211M +$7.01M +61,988 +3%
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