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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 %
CA
726
Callahan Advisors
Texas
$1.28M +$11.3K +100 +0.9%
S
727
SignatureFD
Georgia
$1.27M +$33.7K +298 +3%
OIS
728
Okabena Investment Services
Minnesota
$1.26M -$1.03M -10,467 -45%
PA
729
Pinnacle Associates
New York
$1.26M +$59.9K +530 +5%
BAMCO Inc
730
BAMCO Inc
New York
$1.24M +$430K +3,800 +53%
AIIMS
731
Analyst IMS Investment Management Services
Israel
$1.24M -$45.4K -402 -4%
ST
732
Smithfield Trust
Pennsylvania
$1.23M +$68.2K +604 +6%
CWM
733
C2C Wealth Management
Arizona
$1.22M +$1.22M +10,695 New
WWA
734
WCG Wealth Advisors
Nevada
$1.22M +$29.9K +265 +3%
CCA
735
Column Capital Advisors
Indiana
$1.22M -$21.7K -192 -2%
JHCP
736
Jackson Hole Capital Partners
Oklahoma
$1.22M -$3.7K -33 -0.3%
TCAM
737
Turtle Creek Asset Management
Ontario, Canada
$1.21M +$904K +8,000 +296%
LCM
738
Legato Capital Management
California
$1.21M – – –
EWM
739
Empirical Wealth Management
Washington
$1.2M -$33K -292 -3%
EFS
740
Econ Financial Services
Pennsylvania
$1.2M +$1.2M +10,652 New
MPPLM
741
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.2M +$59.8K +529 +5%
WANY
742
Wealthspire Advisors (New York)
New York
$1.2M -$168K -1,486 -12%
FIB
743
First Interstate Bank
Montana
$1.2M -$13.7K -121 -1%
AF
744
Advisornet Financial
Minnesota
$1.19M +$3.96K +35 +0.3%
CA
745
Cetera Advisors
Colorado
$1.19M +$103K +907 +9%
MBT
746
Montecito Bank & Trust
California
$1.18M -$58.3K -516 -5%
SAM
747
Seelaus Asset Management
New Jersey
$1.17M -$1.76K -15 -0.2%
DIA
748
Dean Investment Associates
Ohio
$1.17M -$214K -1,890 -15%
GWA
749
GGM Wealth Advisors
Maryland
$1.16M – – –
WP
750
WealthShield Partners
North Carolina
$1.16M +$205K +1,815 +22%
28 29
30
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