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Fiserv
FI

Overview Fund Activity

1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
2
Capital World Investors
Capital World Investors
California
+$277M
3
ESCM
Echo Street Capital Management
New York
+$254M
4
Holocene Advisors
Holocene Advisors
New York
+$157M
5
PC
PointState Capital
New York
+$156M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$537M
2
Harris Associates
Harris Associates
Illinois
-$236M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$221M
4
VAM
Veritas Asset Management
United Kingdom
-$197M
5
Lazard Asset Management
Lazard Asset Management
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
751
Meeder Advisory Services
Ohio
$1.33M +$49.1K +389 +4%
NCGI
752
Next Century Growth Investors
Minnesota
$1.32M +$1.32M +10,477 New
AF
753
Advisornet Financial
Minnesota
$1.31M -$17.5K -139 -1%
JHCP
754
Jackson Hole Capital Partners
Oklahoma
$1.31M -$56.3K -446 -4%
MBT
755
Montecito Bank & Trust
California
$1.31M -$9.97K -79 -0.8%
GWA
756
GGM Wealth Advisors
Maryland
$1.31M – – –
EOJOAM
757
E. Ohman J:or Asset Management
Sweden
$1.3M -$33.1M -262,432 -96%
MSAM
758
Moloney Securities Asset Management
Missouri
$1.3M +$46.3K +367 +4%
AAS
759
Avantax Advisory Services
Texas
$1.29M -$173K -1,375 -12%
WANY
760
Wealthspire Advisors (New York)
New York
$1.29M -$42.3K -335 -3%
KWILP
761
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.27M +$1.27M +10,084 New
STA
762
Summit Trail Advisors
New York
$1.27M +$585K +4,638 +86%
YC
763
Yarbrough Capital
Tennessee
$1.27M – – –
BBHC
764
Brown Brothers Harriman & Co
New York
$1.26M +$27.1K +215 +2%
JCM
765
Jacobi Capital Management
Pennsylvania
$1.26M -$449K -3,557 -26%
PK
766
Pflug Koory
Nebraska
$1.26M – – –
DIA
767
Dean Investment Associates
Ohio
$1.26M -$47.2K -374 -4%
CFCI
768
Comprehensive Financial Consultants Institutional
Indiana
$1.25M +$53.2K +414 +4%
CA
769
Clearstead Advisors
Ohio
$1.25M -$21.2K -168 -2%
FAIM
770
Financial Advocates Investment Management
Washington
$1.24M +$1.24M +9,902 New
FIB
771
First Interstate Bank
Montana
$1.24M -$94.5K -749 -7%
MYAM
772
Meiji Yasuda Asset Management
Japan
$1.23M +$139K +1,100 +13%
LWM
773
Lionsbridge Wealth Management
Florida
$1.23M -$47.7K -378 -4%
MCM
774
Manchester Capital Management
Vermont
$1.22M -$315K -2,500 -21%
AA
775
ALPS Advisors
Colorado
$1.21M -$58.2K -461 -5%
29 30
31
32 33