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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 %
UBS AM
26
UBS AM
Illinois
$395M +$69.1M +612,041 +21%
Charles Schwab
27
Charles Schwab
California
$378M -$1.13M -10,024 -0.3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$377M +$6.8M +60,176 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$358M +$68.5M +606,164 +24%
Goldman Sachs
30
Goldman Sachs
New York
$357M +$22.7M +200,959 +7%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$355M -$517K -4,390 -0.1%
PAI
32
Pittenger & Anderson Inc
Nebraska
$342M -$99.7K -883 -0%
ESCM
33
Echo Street Capital Management
New York
$336M +$108M +960,105 +48%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$298M -$67.6M -598,491 -19%
Amundi
35
Amundi
France
$295M +$13M +115,967 +5%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$280M +$280M +2,480,177 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$276M +$56.7K +502 +0%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$260M -$8.39M -74,315 -3%
Ameriprise
39
Ameriprise
Minnesota
$255M +$11.4M +100,738 +5%
CWG
40
C WorldWide Group
Denmark
$251M -$4.2M -37,152 -2%
Barclays
41
Barclays
United Kingdom
$249M +$1.24M +11,001 +0.5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$237M +$207M +1,829,366 +678%
RJA
43
Raymond James & Associates
Florida
$232M +$6.07M +53,777 +3%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$229M -$9.72M -86,052 -4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$224M -$29.9M -265,000 -12%
William Blair & Company
46
William Blair & Company
Illinois
$223M -$1.72M -15,204 -0.8%
MPI
47
Mairs & Power Inc
Minnesota
$221M -$1.23M -10,860 -0.6%
Bessemer Group
48
Bessemer Group
New Jersey
$220M -$25.5M -225,846 -10%
JFL
49
Jarislowsky, Fraser Ltd
Quebec, Canada
$207M -$2.62M -23,184 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$203M +$65.8M +582,704 +48%
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