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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 %
TMAM
726
Tokio Marine Asset Management
Japan
$1.88M -$339K -2,549 -15%
TFS
727
Thoroughbred Financial Services
Tennessee
$1.86M -$35.6K -268 -2%
EFG
728
Embree Financial Group
Illinois
$1.84M +$1.84M +13,870 New
DTL
729
Dynamic Technology Lab
Singapore
$1.82M -$1.7M -12,798 -48%
TIAA Trust, National Association
730
TIAA Trust, National Association
North Carolina
$1.82M -$7.97K -60 -0.4%
S
731
SignatureFD
Georgia
$1.8M +$194K +1,462 +12%
DC
732
Davenport & Co
Virginia
$1.79M +$46.1K +347 +3%
MIM
733
MTM Investment Management
South Carolina
$1.79M – – –
IWC
734
Integrated Wealth Concepts
Massachusetts
$1.78M -$228K -1,718 -11%
CWM
735
Centurion Wealth Management
Virginia
$1.78M +$5.31K +40 +0.3%
BAMCO Inc
736
BAMCO Inc
New York
$1.78M +$53.1K +400 +3%
AAS
737
Annex Advisory Services
Wisconsin
$1.77M +$116K +871 +7%
SFG
738
Summit Financial Group
West Virginia
$1.77M – – –
A
739
AlphaQuest
New York
$1.77M +$1.77M +13,312 New
VI
740
Vestcor Inc
New Brunswick, Canada
$1.77M -$18.7K -141 -1%
CIG
741
Cullen Investment Group
Louisiana
$1.76M +$1.76M +13,263 New
MCCA
742
Mill Creek Capital Advisors
Pennsylvania
$1.76M -$12.9K -97 -0.7%
PIM
743
Penobscot Investment Management
Massachusetts
$1.76M +$247K +1,862 +16%
VLC
744
Van Leeuwen & Company
New Jersey
$1.75M +$1.5M +11,320 +612%
HCM
745
Howland Capital Management
Massachusetts
$1.75M – – –
BPA
746
Beacon Pointe Advisors
California
$1.74M -$148K -1,117 -8%
GW
747
GW & Wade
Massachusetts
$1.73M +$141K +1,064 +9%
RC
748
Roundview Capital
New Jersey
$1.72M +$1.27M +9,587 +283%
YC
749
Yarbrough Capital
Tennessee
$1.72M +$386K +2,904 +29%
MFS
750
Mirabella Financial Services
United Kingdom
$1.72M +$1.72M +12,938 New
28 29
30
31 32