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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 %
CNAM
651
Campbell Newman Asset Management
Wisconsin
$2.69M -$19.4K -146 -0.7%
IMCOOI
652
Investment Management Corp of Ontario (IMCO)
Canada
$2.69M +$1.89M +14,199 +235%
CAL
653
Capital Analysts LLC
Pennsylvania
$2.68M +$33.2K +250 +1%
EIG
654
Ellenbecker Investment Group
Wisconsin
$2.67M +$112K +843 +4%
ADMI
655
Albert D. Mason Inc
Massachusetts
$2.67M -$7.97K -60 -0.3%
BIA
656
Barry Investment Advisors
Massachusetts
$2.67M -$285K -2,149 -10%
CTC
657
Central Trust Company
Missouri
$2.66M +$2.92K +22 +0.1%
MCM
658
Maytus Capital Management
New York
$2.66M -$3.32M -25,000 -56%
ETC
659
Exchange Traded Concepts
Oklahoma
$2.63M +$1.27M +9,575 +94%
ECM
660
Everence Capital Management
Indiana
$2.62M – – –
MOS
661
MGO One Seven
Ohio
$2.59M +$267K +2,012 +11%
MAM
662
Magellan Asset Management
Australia
$2.59M +$2.59M +19,516 New
AEPWM
663
Atlantic Edge Private Wealth Management
Florida
$2.58M +$2.58M +19,400 New
IWS
664
Insight Wealth Strategies
California
$2.58M +$1.61M +12,142 +167%
TFA
665
Trinity Financial Advisors
Ohio
$2.57M -$415K -3,122 -14%
AWM
666
Apollon Wealth Management
South Carolina
$2.57M +$489K +3,680 +23%
KA
667
KLCM Advisors
Wisconsin
$2.56M -$797 -6 -0%
PAG
668
Private Advisor Group
New Jersey
$2.55M -$198K -1,488 -7%
HIS
669
Horizon Investment Services
Indiana
$2.55M +$1.59K +12 +0.1%
NMIMC
670
Northwestern Mutual Investment Management Company
Wisconsin
$2.52M -$32.5K -245 -1%
ACM
671
Argyle Capital Management
Pennsylvania
$2.52M -$786K -5,914 -24%
SAM
672
Silphium Asset Management
United Kingdom
$2.51M -$1.14M -8,612 -31%
BIA
673
Benchmark Investment Advisors
Illinois
$2.51M +$20.7K +156 +0.8%
TCM
674
Twin Capital Management
Pennsylvania
$2.49M -$22.3K -168 -0.9%
BFG
675
Berger Financial Group
Minnesota
$2.46M -$1.46K -11 -0.1%
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