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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 %
AWCI
476
Alpine Woods Capital Investors
New York
$6.22M -$8.64K -65 -0.1%
MSRPS
477
Maryland State Retirement & Pension System
Maryland
$6.18M -$57.4K -432 -0.9%
FWTB
478
First Western Trust Bank
Colorado
$6.13M +$8.37K +63 +0.1%
Jones Financial Companies
479
Jones Financial Companies
Missouri
$6.11M +$471K +3,548 +8%
DT
480
Diversified Trust
Tennessee
$6.09M +$104K +786 +2%
MKC
481
M. Kraus & Co
Vermont
$6.06M -$67.5K -508 -1%
KS
482
Karpas Strategies
Connecticut
$6.02M -$93K -700 -2%
CIA
483
Choate Investment Advisors
Massachusetts
$5.99M +$2.8M +21,089 +88%
MS
484
Marshall & Sullivan
Washington
$5.92M -$162K -1,223 -3%
RMC
485
Resources Management Corp
Connecticut
$5.91M -$51.8K -390 -0.9%
JGUA
486
John G. Ullman & Associates
New York
$5.91M -$169K -1,272 -3%
HT
487
Heritage Trust
Oklahoma
$5.84M -$107K -809 -2%
HWM
488
Hohimer Wealth Management
Washington
$5.77M +$62.6K +471 +1%
CRC
489
Curi RMB Capital
Illinois
$5.76M -$1.06K -8 -0%
MIP
490
Marietta Investment Partners
Wisconsin
$5.75M +$2.44M +18,398 +74%
BEAM
491
Baker Ellis Asset Management
Washington
$5.72M -$145K -1,093 -2%
PAMG
492
Patton Albertson Miller Group
Tennessee
$5.72M +$944K +7,107 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
493
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.7M +$5.7M +42,890 +4,289,000%
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$5.66M -$195K -1,468 -3%
KAS
495
Kestra Advisory Services
Texas
$5.61M -$378K -2,844 -6%
TC
496
TwinBeech Capital
New York
$5.49M -$70.7M -532,406 -93%
Federated Hermes
497
Federated Hermes
Pennsylvania
$5.49M +$4.4M +33,135 +405%
SCA
498
Snowden Capital Advisors
New York
$5.46M -$995K -7,489 -15%
CCG
499
Cloverfields Capital Group
Minnesota
$5.45M +$285K +2,142 +6%
FNBOO
500
First National Bank of Omaha
Nebraska
$5.44M -$833K -6,270 -13%
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