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Fiserv
FI

Overview Fund Activity

1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
2
Capital World Investors
Capital World Investors
California
+$277M
3
ESCM
Echo Street Capital Management
New York
+$254M
4
Holocene Advisors
Holocene Advisors
New York
+$157M
5
PC
PointState Capital
New York
+$156M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$537M
2
Harris Associates
Harris Associates
Illinois
-$236M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$221M
4
VAM
Veritas Asset Management
United Kingdom
-$197M
5
Lazard Asset Management
Lazard Asset Management
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
601
United Capital Financial Advisors
Texas
$2.87M -$230K -1,822 -7%
IC
602
IEQ Capital
California
$2.86M +$73.5K +583 +3%
MWA
603
Meridian Wealth Advisors
Texas
$2.85M +$151K +1,199 +6%
TFA
604
Trinity Financial Advisors
Ohio
$2.85M +$9.59K +76 +0.3%
TNA
605
True North Advisors
Texas
$2.85M +$6.56K +52 +0.2%
VanEck Associates
606
VanEck Associates
New York
$2.83M -$1.15M -9,134 -29%
Vontobel Holding
607
Vontobel Holding
Switzerland
$2.82M +$257K +2,035 +10%
TCOO
608
Trust Company of Oklahoma
Oklahoma
$2.82M -$20.7K -164 -0.7%
CIC
609
Chase Investment Counsel
Virginia
$2.82M +$2.82M +22,344 New
FHA
610
First Horizon Advisors
Tennessee
$2.8M -$315K -2,495 -10%
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.8M -$55K -436 -2%
GT
612
Glenmede Trust
Pennsylvania
$2.75M +$1.24K +11 +0%
NRG
613
Nemes Rush Group
Michigan
$2.75M +$2.75M +21,764 New
American Century Companies
614
American Century Companies
Missouri
$2.73M +$218K +1,732 +9%
CIA
615
Choate Investment Advisors
Massachusetts
$2.67M -$12K -95 -0.4%
JFG
616
Jefferies Financial Group
New York
$2.67M +$1.59M +12,641 +149%
Wellington Management Group
617
Wellington Management Group
Massachusetts
$2.66M +$2.11M +16,703 +379%
BF
618
BOK Financial
Oklahoma
$2.62M -$376K -2,982 -13%
ADMI
619
Albert D. Mason Inc
Massachusetts
$2.59M +$505 +4 +0%
CNAM
620
Campbell Newman Asset Management
Wisconsin
$2.58M -$10.1K -80 -0.4%
TCM
621
Twin Capital Management
Pennsylvania
$2.57M -$97.1K -770 -4%
PE
622
Point72 Europe
United Kingdom
$2.52M +$2.52M +20,000 New
BCM
623
Birch Capital Management
Texas
$2.51M +$180K +1,430 +8%
LJHT
624
Laurie J. Hall Trustee
$2.51M – – –
QCM
625
Quantinno Capital Management
New York
$2.51M +$510K +4,042 +25%
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25
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