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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 %
BLC
626
Brown, Lisle/Cummings
Rhode Island
$3.07M -$460K -3,465 -13%
MC
627
Moors & Cabot
Massachusetts
$3.06M -$44.5K -335 -1%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$3.04M -$146K -1,102 -5%
VCM
629
VeriStar Capital Management
New York
$3.02M +$3.02M +22,700 New
EHWM
630
Eads & Heald Wealth Management
Georgia
$3.01M -$49.7K -374 -2%
AFWM
631
AMJ Financial Wealth Management
Virginia
$3.01M +$3.01M +22,663 New
NA
632
NewEdge Advisors
Louisiana
$2.98M +$683K +4,962 +30%
BIM
633
Baldwin Investment Management
Pennsylvania
$2.95M -$86.3K -650 -3%
LG
634
LaFleur & Godfrey
Michigan
$2.94M +$438K +3,299 +18%
Holocene Advisors
635
Holocene Advisors
New York
$2.93M +$2.93M +22,080 New
IWA
636
Invera Wealth Advisors
Oregon
$2.93M +$2.93M +22,029 New
QIM
637
Quantitative Investment Management
Virginia
$2.91M -$7.18M -54,070 -71%
CW
638
Connectus Wealth
Ohio
$2.89M -$3.19K -24 -0.1%
TCOO
639
Trust Company of Oklahoma
Oklahoma
$2.87M -$1.59K -12 -0.1%
AIM
640
Achmea Investment Management
Netherlands
$2.87M – – –
KRSITF
641
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M -$90.3K -680 -3%
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$2.84M +$66.3K +499 +2%
VIM
643
Vinva Investment Management
Australia
$2.84M +$401K +3,010 +16%
CIP
644
Chartwell Investment Partners
Pennsylvania
$2.8M +$860K +6,478 +44%
SFI
645
Siemens Fonds Invest
Germany
$2.78M +$1.15M +8,627 +70%
FNA
646
First National Advisers
Nebraska
$2.78M +$792K +5,960 +40%
EF
647
Empirical Finance
Pennsylvania
$2.77M -$399 -3 -0%
BCM
648
Birch Capital Management
Texas
$2.7M +$11.7K +88 +0.4%
NB
649
Norinchukin Bank
Japan
$2.7M -$142K -1,071 -5%
MWM
650
Mission Wealth Management
California
$2.69M +$277K +2,087 +11%
24 25
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