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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 %
BSA
526
Bull Street Advisors
Georgia
$3.69M +$4.52K +40 +0.1%
PCIA
527
Prime Capital Investment Advisors
Kansas
$3.69M +$1.95M +17,220 +112%
NP
528
Nilsine Partners
Colorado
$3.67M +$3.67M +32,479 New
TSS
529
Thomas Story & Son
Indiana
$3.65M -$11.3K -100 -0.3%
DT
530
Diversified Trust
Tennessee
$3.64M +$48.6K +430 +1%
GF
531
Gabelli Funds
New York
$3.62M -$260K -2,300 -7%
VHMC
532
Value Holdings Management Company
New York
$3.62M -$623K -5,513 -15%
MCM
533
Monarch Capital Management
Indiana
$3.6M -$46.1K -408 -1%
EW
534
Evoke Wealth
California
$3.6M -$530K -4,689 -13%
Wealthfront Advisers
535
Wealthfront Advisers
California
$3.59M +$551K +4,878 +18%
JCM
536
Jag Capital Management
Missouri
$3.58M +$90.3K +799 +3%
VanEck Associates
537
VanEck Associates
New York
$3.57M -$449K -3,973 -11%
PGCM
538
Prescott Group Capital Management
Oklahoma
$3.57M – – –
NIM
539
Nicollet Investment Management
Minnesota
$3.55M -$164K -1,449 -4%
MWM
540
Madison Wealth Management
Ohio
$3.55M -$27.1K -240 -0.8%
AIM
541
AMI Investment Management
Indiana
$3.53M -$12K -106 -0.3%
EIA
542
Edgemoor Investment Advisors
Maryland
$3.51M +$228K +2,017 +7%
SG
543
Stonnington Group
California
$3.46M – – –
VAS
544
Vestmark Advisory Solutions
Massachusetts
$3.43M +$167K +1,479 +5%
PP
545
Prudential plc
United Kingdom
$3.4M -$30.7K -272 -0.9%
ABP
546
Arthur B. Page
$3.39M -$46.9K -415 -1%
Canada Pension Plan Investment Board
547
Canada Pension Plan Investment Board
Ontario, Canada
$3.39M – – –
FT
548
Fiduciary Trust
Massachusetts
$3.37M +$203K +1,792 +6%
HCA
549
Horan Capital Advisors
Ohio
$3.36M +$14K +124 +0.4%
SI
550
Stephens Inc
Arkansas
$3.35M +$630K +5,575 +23%
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