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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 %
CWM
476
Compass Wealth Management
Connecticut
$4.77M +$129K +1,139 +3%
BMM
477
Buffington Mohr McNeal
Idaho
$4.76M -$136K -1,200 -3%
CRC
478
Curi RMB Capital
Illinois
$4.64M -$26K -230 -0.6%
Fiera Capital (Canada)
479
Fiera Capital (Canada)
Quebec, Canada
$4.63M +$1.05M +9,262 +29%
ERIC
480
Eagle Rock Investment Company
Georgia
$4.6M -$180K -1,590 -4%
NB
481
Norinchukin Bank
Japan
$4.59M -$715K -6,324 -13%
EA
482
Ellsworth Advisors
Ohio
$4.55M -$11.8K -104 -0.3%
HT
483
Heritage Trust
Oklahoma
$4.5M +$91.2K +807 +2%
CCM
484
Carderock Capital Management
Maryland
$4.42M +$847K +7,498 +24%
CGH
485
Crossmark Global Holdings
Texas
$4.42M -$222K -1,964 -5%
Credit Agricole
486
Credit Agricole
France
$4.41M +$892K +7,889 +25%
TCCM
487
Timber Creek Capital Management
Massachusetts
$4.4M -$128K -1,133 -3%
SAM
488
Selway Asset Management
$4.4M -$19.2K -170 -0.4%
SRC
489
Stone Run Capital
New York
$4.37M -$746K -6,600 -15%
DDC
490
DF Dent & Co
Maryland
$4.35M -$760K -6,720 -15%
TWC
491
TD Waterhouse Canada
Ontario, Canada
$4.34M -$67.6K -561 -2%
GL
492
Graypoint LLC
New York
$4.33M -$1.72M -15,251 -28%
AWM
493
AE Wealth Management
Kansas
$4.3M -$236K -2,084 -5%
GWM
494
Graybill Wealth Management
Illinois
$4.3M -$35.5K -314 -0.8%
TIA
495
Tandem Investment Advisors
South Carolina
$4.29M -$368K -3,255 -8%
IAIM
496
Industrial Alliance Investment Management
Quebec, Canada
$4.27M -$651K -5,757 -13%
KP
497
Keel Point
Alabama
$4.25M +$136K +1,204 +3%
EFM
498
Eley Financial Management
Vermont
$4.23M -$75.6K -669 -2%
IMRF
499
Illinois Municipal Retirement Fund
Illinois
$4.23M – – –
CCFCSB
500
Cape Cod Five Cents Savings Bank
Massachusetts
$4.21M +$116K +1,024 +3%
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