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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 %
WS
676
Wedbush Securities
California
$1.67M -$40K -354 -2%
BPA
677
Beacon Pointe Advisors
California
$1.65M +$925K +8,180 +128%
RJT
678
Raymond James Trust
Florida
$1.63M +$325K +2,877 +25%
EGM
679
Engineers Gate Manager
New York
$1.62M -$79.7K -705 -5%
BSW
680
Buckingham Strategic Wealth
Missouri
$1.61M – – –
CWM
681
Centurion Wealth Management
Virginia
$1.6M -$678 -6 -0%
GCMG
682
Gyroscope Capital Management Group
Florida
$1.6M -$420K -3,718 -21%
HCM
683
Howland Capital Management
Massachusetts
$1.59M – – –
MSFS
684
Main Street Financial Solutions
Pennsylvania
$1.58M +$53.8K +476 +4%
GC
685
Guardian Capital
Ontario, Canada
$1.57M -$114K -1,010 -7%
HIA
686
Harbor Investment Advisory
Maryland
$1.56M +$5.09K +45 +0.3%
BRWA
687
B. Riley Wealth Advisors
Florida
$1.55M -$1.59M -14,108 -51%
CFO
688
Callan Family Office
Pennsylvania
$1.54M +$1.54M +13,638 New
MNBTD
689
Moody National Bank Trust Division
Texas
$1.54M -$1.58K -14 -0.1%
AWC
690
Abundance Wealth Counselors
Pennsylvania
$1.54M -$112K -990 -7%
JCM
691
Jacobi Capital Management
Pennsylvania
$1.53M -$355K -3,145 -19%
Fayez Sarofim & Co
692
Fayez Sarofim & Co
Texas
$1.52M – – –
MIM
693
MTM Investment Management
South Carolina
$1.51M +$7.01K +62 +0.5%
MCC
694
Malaga Cove Capital
California
$1.51M -$226 -2 -0%
TF
695
TIAA FSB
Florida
$1.51M -$162K -1,429 -10%
MCCA
696
Mill Creek Capital Advisors
Pennsylvania
$1.5M -$3.5K -31 -0.2%
PTC
697
Provident Trust Company
Wisconsin
$1.49M – – –
AAS
698
Annex Advisory Services
Wisconsin
$1.49M -$151K -1,340 -9%
NIG
699
NFJ Investment Group
Texas
$1.48M +$343K +3,035 +30%
BWM
700
BerganKDV Wealth Management
Minnesota
$1.45M +$60.9K +539 +4%
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