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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 %
EIG
651
Ellenbecker Investment Group
Wisconsin
$2.18M -$3.61K -32 -0.2%
NMIMC
652
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M -$26K -230 -1%
KA
653
KLCM Advisors
Wisconsin
$2.17M +$23.3K +206 +1%
HIS
654
Horizon Investment Services
Indiana
$2.16M +$223K +1,970 +11%
TCM
655
Twin Capital Management
Pennsylvania
$2.14M -$161K -1,427 -7%
LG
656
LaFleur & Godfrey
Michigan
$2.12M +$28.8K +255 +1%
BIA
657
Benchmark Investment Advisors
Illinois
$2.12M -$49.7K -440 -2%
CC
658
Centiva Capital
New York
$2.11M +$1.33M +11,773 +171%
BFG
659
Berger Financial Group
Minnesota
$2.1M -$33.3K -295 -2%
VIM
660
Vinva Investment Management
Australia
$2.07M +$71.8K +632 +4%
LJHT
661
Laurie J. Hall Trustee
$2.06M -$192K -1,700 -9%
MWM
662
Mission Wealth Management
California
$2.06M +$179K +1,589 +10%
VAG
663
VisionPoint Advisory Group
Texas
$2.04M +$293K +2,591 +17%
IRAG
664
Investment Research & Advisory Group
Georgia
$2.04M +$50.9K +451 +3%
BRWA
665
B. Riley Wealth Advisors
Florida
$2.02M +$678K +6,001 +51%
PAS
666
Park Avenue Securities
New York
$2.01M +$104K +919 +5%
IFU
667
iSAM Funds (UK)
United Kingdom
$2M +$2M +17,693 New
MOS
668
MGO One Seven
Ohio
$1.98M -$35.5K -314 -2%
BFA
669
Buttonwood Financial Advisors
Maryland
$1.98M -$86.5K -766 -4%
MNBTD
670
Moody National Bank Trust Division
Texas
$1.97M +$396K +3,507 +25%
Vontobel Holding
671
Vontobel Holding
Switzerland
$1.96M -$564K -4,997 -22%
JF
672
Jump Financial
Illinois
$1.95M +$1.95M +17,266 New
DCM
673
Davidson Capital Management
Texas
$1.94M +$492K +4,352 +34%
WMG
674
WESCAP Management Group
California
$1.94M -$73K -646 -4%
CPC
675
Consolidated Planning Corp
Georgia
$1.94M +$1.94M +17,178 New
25 26
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