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 %
BCM
576
Bayesian Capital Management
New York
$2.99M +$1.94M +17,200 +187%
RF
577
Robbins Farley
New Hampshire
$2.98M +$31.4K +278 +1%
CCT
578
Capital City Trust
Florida
$2.97M +$8.93K +79 +0.3%
BIA
579
Barry Investment Advisors
Massachusetts
$2.92M -$67.3K -595 -2%
CSPAM
580
Cary Street Partners Asset Management
Virginia
$2.83M +$276K +2,439 +11%
APIM
581
Agate Pass Investment Management
Washington
$2.83M +$73.2K +648 +3%
AHC
582
Anderson Hoagland & Co
Missouri
$2.82M – – –
MIP
583
Marietta Investment Partners
Wisconsin
$2.81M -$8.36K -74 -0.3%
EHWM
584
Eads & Heald Wealth Management
Georgia
$2.8M +$30.7K +272 +1%
FHA
585
First Horizon Advisors
Tennessee
$2.79M -$431K -3,816 -13%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$2.78M -$56.5K -500 -2%
RVM
587
Robinson Value Management
Texas
$2.78M -$8.59K -76 -0.3%
UCFA
588
United Capital Financial Advisors
Texas
$2.78M -$410K -3,625 -13%
VI
589
Vestcor Inc
New Brunswick, Canada
$2.76M -$11.3K -100 -0.4%
BMSSC
590
B. Metzler seel. Sohn & Co
Germany
$2.75M +$316K +2,800 +13%
ANTB
591
AMG National Trust Bank
Colorado
$2.75M -$1.02M -9,004 -27%
GT
592
Glenmede Trust
Pennsylvania
$2.75M -$292K -2,583 -10%
ACM
593
Argyle Capital Management
Pennsylvania
$2.72M +$226K +2,000 +9%
TI
594
Tidal Investments
Wisconsin
$2.72M +$91.9K +813 +3%
MC
595
Moors & Cabot
Massachusetts
$2.7M +$36.2K +320 +1%
ASN
596
Advisory Services Network
Georgia
$2.69M +$54.9K +486 +2%
BF
597
BOK Financial
Oklahoma
$2.69M -$427K -3,775 -14%
MGP
598
Metis Global Partners
California
$2.68M +$713K +6,311 +36%
Tudor Investment Corp
599
Tudor Investment Corp
Connecticut
$2.68M +$2.08M +18,358 +343%
Lido Advisors
600
Lido Advisors
California
$2.61M +$2.14M +18,898 +447%
22 23
24
25 26