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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 %
FBFS
526
First Business Financial Services
Wisconsin
$4.12M +$5.31K +47 +0.1%
PAMG
527
Patton Albertson Miller Group
Tennessee
$4.06M +$93.3K +826 +2%
GHAM
528
Gilman Hill Asset Management
Connecticut
$4.02M +$55.4K +490 +1%
SIC
529
SFE Investment Counsel
California
$3.95M -$505K -4,469 -11%
DILIC
530
Dai-ichi Life Insurance Company
Japan
$3.94M – – –
Man Group
531
Man Group
United Kingdom
$3.89M -$14.6M -115,948 Closed
NAM
532
NorthCrest Asset Manangement
Minnesota
$3.86M -$13.1K -116 -0.3%
TC
533
TownSquare Capital
Utah
$3.84M -$18.5K -164 -0.5%
ATC
534
Argent Trust Co
Tennessee
$3.77M -$40.7K -360 -1%
EIA
535
Edgemoor Investment Advisors
Maryland
$3.76M +$254K +2,246 +7%
NP
536
Nilsine Partners
Colorado
$3.74M +$65K +575 +2%
PCIA
537
Prime Capital Investment Advisors
Kansas
$3.73M -$289K -2,561 -7%
VHMC
538
Value Holdings Management Company
New York
$3.73M – – –
API
539
Advisor Partners II
California
$3.73M +$450K +3,987 +14%
EAM
540
EULAV Asset Management
Florida
$3.71M +$1.81K +16 +0%
AIM
541
Anchor Investment Management
South Carolina
$3.7M +$53.1K +470 +1%
BSA
542
Bull Street Advisors
Georgia
$3.67M -$8.47K -75 -0.2%
CA
543
Cornerstone Advisors
North Carolina
$3.67M +$418K +3,700 +13%
NIM
544
Nicollet Investment Management
Minnesota
$3.64M -$565 -5 -0%
NMERB
545
New Mexico Educational Retirement Board
New Mexico
$3.63M +$147K +1,300 +4%
GT
546
Glenview Trust
Kentucky
$3.61M -$165K -1,463 -4%
RSWM
547
Robertson Stephens Wealth Management
California
$3.59M -$75.2K -666 -2%
PGCM
548
Prescott Group Capital Management
Oklahoma
$3.57M – – –
Envestnet Portfolio Solutions
549
Envestnet Portfolio Solutions
Illinois
$3.56M +$3.56M +31,520 New
MCM
550
Monarch Capital Management
Indiana
$3.53M -$37.8K -335 -1%
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