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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 %
ECU
26
Egerton Capital (UK)
United Kingdom
$458M -$12.1M -91,085 -3%
Charles Schwab
27
Charles Schwab
California
$451M +$6.29M +47,357 +1%
Amundi
28
Amundi
France
$427M +$72.9M +539,672 +21%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$424M -$20M -150,473 -5%
LWCFA
30
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$423M -$4.54M -32,002 -1%
Franklin Resources
31
Franklin Resources
California
$423M -$99.2M -746,571 -19%
PAI
32
Pittenger & Anderson Inc
Nebraska
$400M -$1.53M -11,550 -0.4%
Goldman Sachs
33
Goldman Sachs
New York
$394M -$25M -188,298 -6%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$359M +$34.8M +261,893 +11%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$356M +$6.16M +46,349 +2%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$352M -$115M -862,090 -25%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$348M +$18.1M +136,189 +5%
MIS
38
Morningstar Investment Services
Illinois
$308M +$256M +1,918,167 +493%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$299M -$7.33M -55,152 -2%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$286M +$7.15M +53,799 +3%
RJA
41
Raymond James & Associates
Florida
$277M +$3.92M +29,531 +1%
William Blair & Company
42
William Blair & Company
Illinois
$275M +$12.4M +93,195 +5%
Barclays
43
Barclays
United Kingdom
$267M -$25.3M -190,812 -9%
CWG
44
C WorldWide Group
Denmark
$263M -$31.7M -238,880 -11%
MIM
45
Meridiem Investment Management
United Kingdom
$262M +$46.7M +351,368 +22%
Bessemer Group
46
Bessemer Group
New Jersey
$258M +$28.7K +216 +0%
MPI
47
Mairs & Power Inc
Minnesota
$258M -$1.18M -8,874 -0.5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$253M -$10.5M -79,200 -4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$244M +$5.45M +41,052 +2%
JFL
50
Jarislowsky, Fraser Ltd
Quebec, Canada
$239M -$4.73M -35,618 -2%
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