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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 %
CAL
626
Capital Analysts LLC
Pennsylvania
$2.47M -$33.3K -264 -1%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$2.47M +$166K +1,320 +7%
NMIMC
628
Northwestern Mutual Investment Management Company
Wisconsin
$2.46M -$61.7K -489 -2%
WCM
629
Wisconsin Capital Management
Wisconsin
$2.44M -$50.5K -400 -2%
EIG
630
Ellenbecker Investment Group
Wisconsin
$2.44M +$21.3K +169 +0.9%
BIA
631
Benchmark Investment Advisors
Illinois
$2.42M -$213K -1,688 -8%
KA
632
KLCM Advisors
Wisconsin
$2.4M -$1.03M -8,161 -30%
BFG
633
Berger Financial Group
Minnesota
$2.38M – – –
EF
634
Empirical Finance
Pennsylvania
$2.37M +$270K +2,138 +13%
CTC
635
Central Trust Company
Missouri
$2.35M +$210K +1,665 +10%
LG
636
LaFleur & Godfrey
Michigan
$2.34M -$59.3K -470 -2%
E
637
Ergoteles
New York
$2.32M +$2.32M +18,356 New
BFA
638
Buttonwood Financial Advisors
Maryland
$2.3M -$107K -847 -4%
WMG
639
WESCAP Management Group
California
$2.25M – – –
MOS
640
MGO One Seven
Ohio
$2.25M -$64.7K -513 -3%
Assenagon Asset Management
641
Assenagon Asset Management
Luxembourg
$2.23M -$29.3M -232,371 -93%
IRAG
642
Investment Research & Advisory Group
Georgia
$2.22M -$11.2K -89 -0.5%
ECM
643
Everence Capital Management
Indiana
$2.22M – – –
SWS
644
SYSTM Wealth Solutions
Illinois
$2.2M +$29.3K +232 +1%
USCWA
645
U.S. Capital Wealth Advisors
Texas
$2.19M +$13.2K +105 +0.6%
PP
646
Paloma Partners
Connecticut
$2.19M +$2.19M +17,344 New
VIM
647
Vinva Investment Management
Australia
$2.19M -$82.6K -666 -4%
OIS
648
Okabena Investment Services
Minnesota
$2.17M +$549K +4,353 +34%
HIS
649
Horizon Investment Services
Indiana
$2.17M +$262K +2,076 +14%
LCM
650
Legato Capital Management
California
$2.15M +$798K +6,324 +59%
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