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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 %
OIAM
701
OFI Invest Asset Management
France
$1.44M +$1.44M +162,763 New
AWS
702
Atria Wealth Solutions
New York
$1.44M -$23.3K -206 -2%
DCM
703
Davidson Capital Management
Texas
$1.44M +$601K +5,315 +72%
FTDI
704
First Trust Direct Indexing
Massachusetts
$1.42M +$105K +926 +8%
SC
705
Scotia Capital
Ontario, Canada
$1.42M -$454K -4,018 -24%
FCM
706
Fairbanks Capital Management
California
$1.39M -$214K -1,890 -13%
PCA
707
Private Capital Advisors
Connecticut
$1.39M – – –
EWA
708
EP Wealth Advisors
California
$1.38M -$4.68M -6,656 -77%
MCM
709
Manchester Capital Management
Vermont
$1.37M – – –
P
710
Pitcairn
Pennsylvania
$1.36M +$21.6K +191 +2%
SC
711
Sawyer & Company
Massachusetts
$1.36M -$5.12K -45 -0.4%
BOC
712
Barbara Oil Co
Illinois
$1.36M – – –
BAAM
713
Baker Avenue Asset Management
California
$1.34M +$627K +5,544 +88%
BL
714
Balentine LLC
Georgia
$1.34M -$36.3K -321 -3%
DSC
715
Duncker Streett & Co
Missouri
$1.34M -$27.1K -240 -2%
IFS
716
Ifrah Financial Services
Arkansas
$1.34M -$38K -336 -3%
PCM
717
Poehling Capital Management
Wisconsin
$1.34M +$163K +1,438 +14%
BCA
718
Bray Capital Advisors
Florida
$1.32M +$139K +1,234 +12%
KA
719
Kovack Advisors
Florida
$1.32M -$34.5K -305 -3%
AAS
720
Avantax Advisory Services
Texas
$1.32M +$302K +2,671 +30%
TMAM
721
Tokio Marine Asset Management
Japan
$1.32M +$111K +979 +9%
PCM
722
Palouse Capital Management
Washington
$1.31M -$755K -6,677 -37%
CG
723
Caprock Group
Idaho
$1.3M -$304K -2,693 -19%
NDSI
724
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$66.6K -589 -5%
LCM
725
Landscape Capital Management
New Jersey
$1.29M +$1.29M +11,379 New
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