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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 %
CWM
526
Compass Wealth Management
Connecticut
$4.87M -$54.2K -408 -1%
BMM
527
Buffington Mohr McNeal
Idaho
$4.87M -$566K -4,257 -10%
RMCM
528
Reynders McVeigh Capital Management
Massachusetts
$4.85M -$118K -889 -2%
FBFS
529
First Business Financial Services
Wisconsin
$4.84M – – –
LSERS
530
Louisiana State Employees Retirement System
Louisiana
$4.82M -$199K -1,500 -4%
NEI
531
Northwest & Ethical Investments
Ontario, Canada
$4.7M +$2.58M +19,397 +122%
PHK
532
Point72 Hong Kong
Hong Kong
$4.69M +$4.69M +35,317 New
AAM
533
Advisors Asset Management
Colorado
$4.67M +$1.87M +14,093 +67%
GHAM
534
Gilman Hill Asset Management
Connecticut
$4.66M -$60.2K -453 -1%
DILIC
535
Dai-ichi Life Insurance Company
Japan
$4.64M – – –
TC
536
TownSquare Capital
Utah
$4.56M +$41.7K +314 +0.9%
VPIM
537
Vanguard Personalized Indexing Management
California
$4.54M +$841K +6,331 +23%
NAM
538
NorthCrest Asset Manangement
Minnesota
$4.54M -$4.92K -37 -0.1%
NIM
539
Nicollet Investment Management
Minnesota
$4.54M +$263K +1,977 +6%
EIA
540
Edgemoor Investment Advisors
Maryland
$4.51M +$92.5K +696 +2%
ATC
541
Argent Trust Co
Tennessee
$4.48M +$47.4K +357 +1%
ERIC
542
Eagle Rock Investment Company
Georgia
$4.45M -$727K -5,470 -14%
SIC
543
SFE Investment Counsel
California
$4.43M -$221K -1,667 -5%
AIM
544
Anchor Investment Management
South Carolina
$4.42M +$75.1K +565 +2%
WBC
545
Westpac Banking Corp
Australia
$4.4M +$420K +3,160 +11%
TWC
546
TD Waterhouse Canada
Ontario, Canada
$4.4M -$759K -5,340 -15%
NP
547
Nilsine Partners
Colorado
$4.4M +$1.86K +14 +0%
VHMC
548
Value Holdings Management Company
New York
$4.38M – – –
EAM
549
EULAV Asset Management
Florida
$4.36M – – –
BDL
550
Bey-Douglas LLC
Georgia
$4.33M +$4.33M +32,567 New
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