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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 %
RJT
676
Raymond James Trust
Florida
$2.45M +$424K +3,194 +21%
DCM
677
Davidson Capital Management
Texas
$2.43M +$141K +1,063 +6%
FHA
678
First Horizon Advisors
Tennessee
$2.41M -$310K -2,330 -11%
PS
679
Principal Securities
Iowa
$2.4M +$2.4M +18,085 New
LJHT
680
Laurie J. Hall Trustee
$2.39M -$26.6K -200 -1%
AWS
681
Atria Wealth Solutions
New York
$2.37M +$741K +5,576 +46%
PAS
682
Park Avenue Securities
New York
$2.36M – – –
IRAG
683
Investment Research & Advisory Group
Georgia
$2.36M -$42.6K -321 -2%
CPC
684
Consolidated Planning Corp
Georgia
$2.35M +$72.3K +544 +3%
SS
685
Simplicity Solutions
Minnesota
$2.34M +$1.27M +9,535 +118%
BFG
686
Bleakley Financial Group
New Jersey
$2.34M +$1.27M +9,535 +118%
BRWA
687
B. Riley Wealth Advisors
Florida
$2.3M -$68.1K -513 -3%
FCM
688
Fairbanks Capital Management
California
$2.3M +$797K +5,998 +53%
SFA
689
Sequoia Financial Advisors
Ohio
$2.26M +$777K +5,849 +52%
LCM
690
Legato Capital Management
California
$2.26M – – –
GS
691
GTS Securities
New York
$2.23M +$1.11M +8,335 +98%
WMG
692
WESCAP Management Group
California
$2.22M -$65K -489 -3%
PA
693
Pinnacle Associates
New York
$2.21M +$340K +2,558 +18%
USAA
694
United Services Automobile Association
Texas
$2.21M +$193K +1,452 +10%
YIH
695
Y-Intercept (HK)
Hong Kong
$2.18M -$1.58M -11,917 -42%
HCA
696
Harbor Capital Advisors
Illinois
$2.17M +$57.4K +432 +3%
AI
697
Arvest Investments
Arkansas
$2.16M +$2.16M +16,235 New
USCWA
698
U.S. Capital Wealth Advisors
Texas
$2.13M -$105K -791 -5%
NSIM
699
North Star Investment Management
Illinois
$2.13M – – –
FI
700
FJ Investments
Utah
$2.11M +$2.11M +15,900 New
26 27
28
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