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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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$223M +$76.2M +573,307 +52%
Bank of America
52
Bank of America
North Carolina
$219M -$11.9M -89,525 -5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$216M +$15.1M +113,463 +8%
Wells Fargo
54
Wells Fargo
California
$206M +$98.2K +739 +0%
Lazard Asset Management
55
Lazard Asset Management
New York
$201M +$66.7M +502,267 +50%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$196M -$3.89M -29,315 -2%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$195M -$33.9M -254,972 -15%
SI
58
Scharf Investments
California
$195M -$36.3M -206,124 -16%
Deutsche Bank
59
Deutsche Bank
Germany
$190M +$23.4M +176,491 +14%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$183M +$11.5M +86,576 +7%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$177M -$21.6M -162,649 -11%
DCP
62
DSM Capital Partners
Florida
$169M -$6.81M -51,286 -4%
UBS Group
63
UBS Group
Switzerland
$164M +$17.2M +129,554 +12%
FI
64
Focused Investors
California
$160M -$903K -6,800 -0.6%
ClearBridge Investments
65
ClearBridge Investments
New York
$158M +$2.94M +22,119 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$155M -$3.66M -27,556 -2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$152M -$17.1M -128,503 -10%
Citigroup
68
Citigroup
New York
$146M -$11.5M -86,460 -7%
CS
69
Credit Suisse
Switzerland
$146M -$2.53M -19,076 -2%
KCM
70
Kensico Capital Management
Connecticut
$143M +$9.42M +70,900 +7%
Macquarie Group
71
Macquarie Group
Australia
$140M +$18.5M +139,063 +15%
PC
72
PointState Capital
New York
$140M +$35M +263,543 +33%
PTC
73
Provident Trust Company
Wisconsin
$138M +$40.6M +305,350 +42%
National Pension Service
74
National Pension Service
South Korea
$135M +$2.2M +16,595 +2%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$134M -$77.5K -584 -0.1%
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