FI icon

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 %
HR
551
Howe & Rusling
New York
$3.35M +$1.47K +13 +0%
GWM
552
GDS Wealth Management
Texas
$3.33M +$1.48M +13,131 +80%
NMERB
553
New Mexico Educational Retirement Board
New Mexico
$3.33M -$102K -900 -3%
TC
554
TownSquare Capital
Utah
$3.32M -$19.1K -169 -0.6%
CP
555
Clayton Partners
California
$3.26M +$62.4K +552 +2%
KAS
556
Kestra Advisory Services
Texas
$3.24M -$1.95M -17,286 -38%
ECM
557
EagleClaw Capital Management
Massachusetts
$3.24M +$45.2K +400 +1%
CGA
558
Crescent Grove Advisors
Illinois
$3.23M +$521K +4,607 +19%
FMWA
559
Forvis Mazars Wealth Advisors
Missouri
$3.22M -$52.3K -463 -2%
AWM
560
Avior Wealth Management
Nebraska
$3.22M -$64.1K -567 -2%
TIM
561
Triad Investment Management
California
$3.22M +$70.1K +620 +2%
MLICM
562
Metropolitan Life Insurance Company (MetLife)
New York
$3.21M -$825K -7,296 -20%
LA
563
LBP AM
France
$3.2M -$148K -1,309 -4%
SC
564
SouthState Corp
Florida
$3.15M -$402K -3,555 -11%
UFF
565
USA Financial Formulas
Michigan
$3.13M +$3.13M +27,665 New
CB
566
Cadence Bank
Mississippi
$3.12M -$265K -2,345 -8%
PCA
567
Peddock Capital Advisors
Massachusetts
$3.11M +$66.1K +585 +2%
NED
568
Nancy E. Dempze
$3.08M +$55K +487 +2%
KA
569
KLCM Advisors
Wisconsin
$3.07M -$2.39M -21,166 -44%
DA
570
Dillon & Associates
Michigan
$3.07M +$462K +4,090 +18%
BLC
571
Brown, Lisle/Cummings
Rhode Island
$3.02M -$145K -1,285 -5%
BIM
572
Baldwin Investment Management
Pennsylvania
$3.01M -$14.1K -125 -0.5%
ITIM
573
Indiana Trust & Investment Management
Indiana
$3.01M -$52.6K -465 -2%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$3.01M +$748K +6,619 +33%
API
575
Advisor Partners II
California
$2.99M -$83.1K -735 -3%
21 22
23
24 25