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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 %
FWCM
751
Ferguson Wellman Capital Management
Oregon
$1.15M +$36.3K +321 +3%
MAS
752
Meeder Advisory Services
Ohio
$1.14M +$47.6K +421 +4%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$1.14M – – –
LWM
754
Lionsbridge Wealth Management
Florida
$1.14M -$68.5K -606 -6%
AA
755
ALPS Advisors
Colorado
$1.14M -$130K -1,154 -10%
IWC
756
Integrated Wealth Concepts
Massachusetts
$1.14M +$278K +2,456 +32%
CA
757
Clearstead Advisors
Ohio
$1.14M -$11.6K -103 -1%
Koshinski Asset Management
758
Koshinski Asset Management
Illinois
$1.14M +$97.3K +861 +9%
YC
759
Yarbrough Capital
Tennessee
$1.14M +$730K +6,461 +180%
I
760
InceptionR
California
$1.13M +$1.13M +10,027 New
CG
761
Colony Group
Massachusetts
$1.13M -$18.6K -165 -2%
VLC
762
Van Leeuwen & Company
New Jersey
$1.13M +$1.13M +9,992 New
PK
763
Pflug Koory
Nebraska
$1.13M – – –
MSAM
764
Moloney Securities Asset Management
Missouri
$1.12M -$39.6K -350 -3%
HI
765
Horizon Investments
North Carolina
$1.12M -$865K -7,652 -44%
FI
766
Fosun International
China
$1.11M -$7.8M -69,050 -88%
FFN
767
Focus Financial Network
Minnesota
$1.11M -$904 -8 -0.1%
BBHC
768
Brown Brothers Harriman & Co
New York
$1.11M -$486K -4,302 -31%
LAIC
769
Lederer & Associates Investment Counsel
California
$1.09M -$3.5K -31 -0.3%
GRP
770
Global Retirement Partners
California
$1.09M +$184K +1,539 +20%
BCM
771
Brookstone Capital Management
Illinois
$1.07M +$7.96K +68 +0.7%
S
772
SimplyRich
California
$1.07M – – –
FNBOMD
773
First National Bank of Mount Dora
Florida
$1.06M -$668K -5,910 -39%
CFCI
774
Comprehensive Financial Consultants Institutional
Indiana
$1.05M +$49.2K +435 +5%
SS
775
Simplicity Solutions
Minnesota
$1.05M +$545K +4,823 +107%
29 30
31
32 33