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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 %
AAS
626
Ameritas Advisory Services
Nebraska
$2.29M -$534K -4,726 -19%
NMIMC
627
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M +$6.44K +57 +0.3%
LJHT
628
Laurie J. Hall Trustee
$2.25M -$17K -150 -0.7%
CAL
629
Capital Analysts LLC
Pennsylvania
$2.24M -$43K -380 -2%
American Century Companies
630
American Century Companies
Missouri
$2.24M +$269K +2,388 +14%
WCM
631
Wisconsin Capital Management
Wisconsin
$2.23M -$403K -3,568 -15%
CP
632
CenterBook Partners
Connecticut
$2.21M -$2.06M -18,206 -48%
EIG
633
Ellenbecker Investment Group
Wisconsin
$2.16M – – –
BFA
634
Buttonwood Financial Advisors
Maryland
$2.16M -$61.8K -547 -3%
LG
635
LaFleur & Godfrey
Michigan
$2.15M +$40.7K +360 +2%
BFG
636
Berger Financial Group
Minnesota
$2.13M -$33.3K -295 -2%
AI
637
AdvisorShares Investments
Maryland
$2.11M +$644K +5,700 +44%
AIM
638
Achmea Investment Management
Netherlands
$2.1M – – –
BCM
639
Birch Capital Management
Texas
$2.09M +$9.38K +83 +0.5%
MOS
640
MGO One Seven
Ohio
$2.07M +$50.5K +447 +2%
VIM
641
Vinva Investment Management
Australia
$2.07M +$2.07M +18,290 New
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$2.06M +$78.7K +696 +4%
SAM
643
Silphium Asset Management
United Kingdom
$2.03M +$1.61M +14,250 +380%
WMG
644
WESCAP Management Group
California
$2.02M -$82.9K -733 -4%
PAG
645
Private Advisor Group
New Jersey
$2.01M -$297K -2,624 -13%
IRAG
646
Investment Research & Advisory Group
Georgia
$2M +$2M +17,692 New
GLA
647
Great Lakes Advisors
Illinois
$1.99M -$10.4M -91,697 -84%
LS
648
Livforsakringsbolaget Skandia
Sweden
$1.97M – – –
USCWA
649
U.S. Capital Wealth Advisors
Texas
$1.95M -$44.5K -394 -2%
SWS
650
SYSTM Wealth Solutions
Illinois
$1.94M +$52.6K +465 +3%
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