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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 %
DA
501
Dillon & Associates
Michigan
$4.59M +$882K +7,809 +24%
SAM
502
Selway Asset Management
$4.46M -$144K -1,275 -3%
EA
503
Ellsworth Advisors
Ohio
$4.44M +$72.2K +645 +2%
PE
504
Point72 Europe
United Kingdom
$4.43M +$2.17M +19,200 +96%
LOAME
505
Lombard Odier Asset Management (Europe)
United Kingdom
$4.41M -$1.81M -16,000 -29%
ERIC
506
Eagle Rock Investment Company
Georgia
$4.4M -$55K -487 -1%
National Bank of Canada
507
National Bank of Canada
Quebec, Canada
$4.4M -$144K -1,282 -3%
TWC
508
TD Waterhouse Canada
Ontario, Canada
$4.4M -$347K -2,862 -7%
CCG
509
Cloverfields Capital Group
Minnesota
$4.39M -$41.3K -366 -0.9%
Walleye Trading
510
Walleye Trading
New York
$4.38M +$4.38M +38,740 New
OIA
511
OneDigital Investment Advisors
Kansas
$4.37M +$1.17M +10,332 +36%
Pacer Advisors
512
Pacer Advisors
Pennsylvania
$4.37M -$39.3K -348 -0.9%
SRC
513
Stone Run Capital
New York
$4.35M – – –
GWM
514
Graybill Wealth Management
Illinois
$4.34M +$51.4K +455 +1%
BBI
515
Baxter Bros Inc
Connecticut
$4.33M -$4.18K -37 -0.1%
GWM
516
GDS Wealth Management
Texas
$4.31M +$670K +5,931 +18%
Cetera Investment Advisers
517
Cetera Investment Advisers
Illinois
$4.3M +$20K +177 +0.5%
LSERS
518
Louisiana State Employees Retirement System
Louisiana
$4.27M -$45.2K -400 -1%
EFM
519
Eley Financial Management
Vermont
$4.24M -$26.5K -233 -0.6%
RMCM
520
Reynders McVeigh Capital Management
Massachusetts
$4.23M +$28.6K +253 +0.7%
CIC
521
Chase Investment Counsel
Virginia
$4.22M +$1.7M +15,040 +67%
CWM
522
Compass Wealth Management
Connecticut
$4.19M -$602K -5,333 -13%
BCM
523
Buckhead Capital Management
Georgia
$4.16M -$171K -1,513 -4%
GWM
524
Geneos Wealth Management
Colorado
$4.15M -$151K -1,339 -4%
DDC
525
DF Dent & Co
Maryland
$4.14M -$61.5K -544 -1%
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