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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 %
ECM
576
EagleClaw Capital Management
Massachusetts
$3.78M -$19.9K -150 -0.5%
MYAM
577
Meiji Yasuda Asset Management
Japan
$3.73M +$1.54M +11,580 +70%
GL
578
Graypoint LLC
New York
$3.73M -$355K -2,672 -9%
BMSSC
579
B. Metzler seel. Sohn & Co
Germany
$3.73M +$1.08M +8,127 +41%
TIM
580
Triad Investment Management
California
$3.72M +$38.1K +287 +1%
TI
581
Tidal Investments
Wisconsin
$3.7M +$1.55M +11,689 +72%
DLCIG
582
D.L. Carlson Investment Group
New Hampshire
$3.69M -$227K -1,535 -6%
NED
583
Nancy E. Dempze
$3.67M +$12.1K +91 +0.3%
CCT
584
Capital City Trust
Florida
$3.66M +$22.8K +172 +0.6%
FT
585
Fiduciary Trust
Massachusetts
$3.66M -$27.4K -206 -0.7%
ABP
586
Arthur B. Page
$3.61M -$274K -2,060 -7%
American Century Companies
587
American Century Companies
Missouri
$3.58M +$104K +783 +3%
VMPIC
588
Varma Mutual Pension Insurance Co
Finland
$3.57M +$3.57M +26,900 New
HWM
589
HB Wealth Management
Georgia
$3.57M +$50.6K +381 +1%
AWM
590
Axxcess Wealth Management
California
$3.56M +$982K +7,396 +38%
IMRF
591
Illinois Municipal Retirement Fund
Illinois
$3.53M -$490K -3,689 -12%
RF
592
Robbins Farley
New Hampshire
$3.53M +$7.57K +57 +0.2%
SC
593
SouthState Corp
Florida
$3.52M -$162K -1,223 -4%
FB
594
Fulton Bank
Pennsylvania
$3.44M -$302K -2,273 -8%
AI
595
AdvisorShares Investments
Maryland
$3.44M -$50.9K -383 -1%
JFG
596
Jefferies Financial Group
New York
$3.43M +$15.7K +118 +0.5%
KTM
597
Keeler Thomas Management
Utah
$3.42M +$331K +2,489 +11%
AHC
598
Anderson Hoagland & Co
Missouri
$3.41M – – –
CB
599
Cadence Bank
Mississippi
$3.36M -$208K -1,566 -6%
ASN
600
Advisory Services Network
Georgia
$3.36M +$147K +1,110 +5%
22 23
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