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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 %
CTC
651
Central Trust Company
Missouri
$1.92M +$73.5K +650 +4%
EF
652
Empirical Finance
Pennsylvania
$1.89M +$108K +957 +6%
HCA
653
Harbor Capital Advisors
Illinois
$1.87M -$125K -1,105 -6%
MWM
654
Mission Wealth Management
California
$1.85M +$6.78K +60 +0.4%
NSIM
655
North Star Investment Management
Illinois
$1.81M – – –
QCM
656
Quantinno Capital Management
New York
$1.79M +$391K +3,462 +28%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$1.79M +$40.5K +358 +2%
BC
658
Burney Company
Virginia
$1.79M -$11.9K -105 -0.7%
PAM
659
Paradigm Asset Management
New York
$1.79M – – –
HCM
660
Harvey Capital Management
Florida
$1.78M -$814K -7,200 -31%
GT
661
Greenleaf Trust
Michigan
$1.78M +$360K +3,186 +25%
CCP
662
Cunning Capital Partners
North Carolina
$1.76M – – –
V
663
Veritable
Delaware
$1.76M +$7.23K +64 +0.4%
CQS
664
Credential Qtrade Securities
$1.75M -$86.9K -769 -5%
Jones Financial Companies
665
Jones Financial Companies
Missouri
$1.75M -$16.6K -147 -0.9%
USAA
666
United Services Automobile Association
Texas
$1.73M -$1.1M -9,743 -39%
UB
667
UMB Bank
Missouri
$1.72M -$27K -239 -2%
SFI
668
Siemens Fonds Invest
Germany
$1.72M -$8.14K -72 -0.5%
PFO
669
Pathstone Family Office
New Jersey
$1.72M -$3.89M -34,346 -69%
PAM
670
Palisade Asset Management
Minnesota
$1.72M -$20.3K -180 -1%
SFG
671
Summit Financial Group
West Virginia
$1.71M – – –
HIS
672
Horizon Investment Services
Indiana
$1.71M +$1.71M +15,106 New
NEI
673
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$56.3K -498 -3%
TRCT
674
Tower Research Capital (TRC)
New York
$1.68M -$1.45M -12,832 -46%
WGCA
675
Wolf Group Capital Advisors
Virginia
$1.68M -$134K -1,184 -7%
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