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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 %
BBI
501
Baxter Bros Inc
Connecticut
$4.21M -$214K -1,892 -5%
CCG
502
Cloverfields Capital Group
Minnesota
$4.19M +$423K +3,744 +11%
CAM
503
Close Asset Management
United Kingdom
$4.19M +$377K +3,333 +10%
RMCM
504
Reynders McVeigh Capital Management
Massachusetts
$4.16M -$200K -1,765 -5%
FBFS
505
First Business Financial Services
Wisconsin
$4.12M -$3.08M -27,219 -43%
IIC
506
Ironwood Investment Counsel
Arizona
$4.08M +$125K +1,108 +3%
BCM
507
Blume Capital Management
California
$4.06M -$145K -1,283 -3%
Los Angeles Capital Management
508
Los Angeles Capital Management
California
$4.05M +$3.1M +27,441 +327%
FM
509
Freemont Management
Switzerland
$4.05M – – –
Cetera Investment Advisers
510
Cetera Investment Advisers
Illinois
$4.04M -$813K -7,190 -17%
DRD
511
Dennis R. Delaney
$4M +$45.2K +400 +1%
LCM
512
Linker Capital Management
Kentucky
$3.97M – – –
PAMG
513
Patton Albertson Miller Group
Tennessee
$3.97M +$250K +2,216 +7%
DILIC
514
Dai-ichi Life Insurance Company
Japan
$3.94M – – –
NAM
515
NorthCrest Asset Manangement
Minnesota
$3.93M +$3.93M +34,799 New
KOCAA
516
Knights of Columbus Asset Advisors
Connecticut
$3.93M +$13.7K +121 +0.3%
GHAM
517
Gilman Hill Asset Management
Connecticut
$3.88M +$148K +1,310 +4%
GWM
518
Geneos Wealth Management
Colorado
$3.84M -$605K -5,350 -14%
PA
519
Profund Advisors
Maryland
$3.82M -$26.7K -236 -0.7%
ATC
520
Argent Trust Co
Tennessee
$3.79M -$216K -1,914 -5%
GT
521
Glenview Trust
Kentucky
$3.76M -$20.9K -185 -0.6%
BWA
522
BDO Wealth Advisors
Florida
$3.73M -$100K -886 -3%
AIM
523
Anchor Investment Management
South Carolina
$3.72M +$75.2K +665 +2%
CFG
524
Citizens Financial Group
Rhode Island
$3.72M – – –
EAM
525
EULAV Asset Management
Florida
$3.71M -$24.7M -218,928 -87%
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