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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
601
Metropolitan Life Insurance Company (MetLife)
New York
$2.85M -$190K -1,681 -6%
ANTB
602
AMG National Trust Bank
Colorado
$2.83M +$97.7K +865 +4%
BCM
603
Blume Capital Management
California
$2.83M -$1.17M -10,341 -29%
AHC
604
Anderson Hoagland & Co
Missouri
$2.82M +$1.69K +15 +0.1%
MIP
605
Marietta Investment Partners
Wisconsin
$2.81M +$3.16K +28 +0.1%
ACM
606
Argyle Capital Management
Pennsylvania
$2.81M +$113K +1,000 +4%
ITIM
607
Indiana Trust & Investment Management
Indiana
$2.8M -$103K -915 -4%
RVM
608
Robinson Value Management
Texas
$2.79M -$57.3K -507 -2%
JCM
609
Jag Capital Management
Missouri
$2.78M +$108K +953 +4%
SI
610
Stephens Inc
Arkansas
$2.74M -$623K -5,514 -19%
ASN
611
Advisory Services Network
Georgia
$2.73M +$67.4K +597 +3%
CIA
612
Choate Investment Advisors
Massachusetts
$2.71M +$324K +2,865 +14%
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$2.71M -$1.77M -15,644 -39%
CSPAM
614
Cary Street Partners Asset Management
Virginia
$2.69M -$65K -575 -2%
QCM
615
Quantinno Capital Management
New York
$2.68M +$432K +3,820 +19%
IC
616
IEQ Capital
California
$2.65M +$90.3K +799 +4%
VanEck Associates
617
VanEck Associates
New York
$2.65M +$114K +1,010 +4%
MC
618
Moors & Cabot
Massachusetts
$2.64M -$41.6K -368 -2%
MWA
619
Meridian Wealth Advisors
Texas
$2.63M +$76.4K +676 +3%
NRG
620
Nemes Rush Group
Michigan
$2.62M +$164K +1,456 +7%
CA
621
Clearstead Advisors
Ohio
$2.61M +$1.49M +13,168 +133%
EHWM
622
Eads & Heald Wealth Management
Georgia
$2.6M -$57.2K -506 -2%
JC
623
JB Capital
Connecticut
$2.6M +$2.6M +22,977 New
BIM
624
Baldwin Investment Management
Pennsylvania
$2.58M -$433K -3,835 -14%
CCM
625
Carmel Capital Management
California
$2.57M -$65K -575 -2%
23 24
25
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