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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 %
BSA
551
Bull Street Advisors
Georgia
$4.32M – – –
Parallax Volatility Advisers
552
Parallax Volatility Advisers
California
$4.3M +$595K +4,477 +16%
NMERB
553
New Mexico Educational Retirement Board
New Mexico
$4.27M – – –
UCFA
554
United Capital Financial Advisors
Texas
$4.22M +$1.2M +9,054 +40%
PGCM
555
Prescott Group Capital Management
Oklahoma
$4.19M – – –
GT
556
Glenview Trust
Kentucky
$4.19M -$53.8K -405 -1%
Vontobel Holding
557
Vontobel Holding
Switzerland
$4.15M +$1.84M +13,882 +80%
CA
558
Cornerstone Advisors
North Carolina
$4.14M -$173K -1,300 -4%
TSS
559
Thomas Story & Son
Indiana
$4.14M +$49.8K +375 +1%
FM
560
Freemont Management
Switzerland
$4.08M – – –
AIM
561
AMI Investment Management
Indiana
$4.08M -$9.96K -75 -0.2%
MCM
562
Monarch Capital Management
Indiana
$4.07M -$80K -602 -2%
KP
563
Keel Point
Alabama
$4.02M -$29.6K -223 -0.7%
BCM
564
Bayesian Capital Management
New York
$3.98M +$3.53M +26,600 +794%
Wealthfront Advisers
565
Wealthfront Advisers
California
$3.95M +$57.1K +430 +1%
SI
566
Stephens Inc
Arkansas
$3.95M +$722K +5,433 +22%
HR
567
Howe & Rusling
New York
$3.91M +$53.3K +401 +1%
CAM
568
Cresset Asset Management
Illinois
$3.9M +$325K +2,443 +9%
RSWM
569
Robertson Stephens Wealth Management
California
$3.9M -$327K -2,460 -8%
AWM
570
Avior Wealth Management
Nebraska
$3.87M -$25.1K -189 -0.6%
Envestnet Portfolio Solutions
571
Envestnet Portfolio Solutions
Illinois
$3.83M -$356K -2,677 -8%
CP
572
Clayton Partners
California
$3.83M +$90.2K +679 +2%
LOAME
573
Lombard Odier Asset Management (Europe)
United Kingdom
$3.82M -$1.36M -10,250 -26%
HCA
574
Horan Capital Advisors
Ohio
$3.81M -$65.8K -495 -2%
TFG
575
Taylor Financial Group
Virginia
$3.79M +$3.79M +28,535 New
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