FI icon

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 %
ATPW
751
Ashton Thomas Private Wealth
Arizona
$1.72M +$67.4K +507 +4%
OIS
752
Okabena Investment Services
Minnesota
$1.71M -$468K -3,526 -22%
MSFS
753
Main Street Financial Solutions
Pennsylvania
$1.69M -$39.5K -297 -2%
WGCA
754
Wolf Group Capital Advisors
Virginia
$1.69M +$85.7K +679 +5%
BL
755
Balentine LLC
Georgia
$1.67M +$58.1K +437 +4%
CIC
756
Chilton Investment Company
Connecticut
$1.67M -$46K -346 -3%
NDSI
757
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M +$173K +1,301 +12%
Public Sector Pension Investment Board (PSP Investments)
758
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.66M -$7.02M -52,830 -81%
CCM
759
Coldstream Capital Management
Washington
$1.65M +$281K +2,112 +20%
AG
760
Ascent Group
Virginia
$1.65M +$211K +1,466 +15%
AIMCA
761
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.63M -$41.6M -313,500 -96%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$1.63M +$420K +3,158 +35%
WANY
763
Wealthspire Advisors (New York)
New York
$1.63M -$27.2K -205 -2%
PCA
764
Private Capital Advisors
Connecticut
$1.63M – – –
AWC
765
Abundance Wealth Counselors
Pennsylvania
$1.63M -$16.3K -123 -1%
CFCI
766
Comprehensive Financial Consultants Institutional
Indiana
$1.62M +$175K +1,318 +12%
BIM
767
Bridges Investment Management
Nebraska
$1.61M +$708K +5,333 +79%
GBWM
768
Granite Bay Wealth Management
New Hampshire
$1.61M – – –
Nomura Holdings
769
Nomura Holdings
Japan
$1.61M -$20.4M -153,643 -93%
GT
770
Greenleaf Trust
Michigan
$1.61M -$145K -1,091 -8%
CFG
771
Citizens Financial Group
Rhode Island
$1.6M +$167K +1,254 +12%
BOC
772
Barbara Oil Co
Illinois
$1.59M – – –
HCM
773
Harvey Capital Management
Florida
$1.59M -$218K -1,640 -12%
Acadian Asset Management
774
Acadian Asset Management
Massachusetts
$1.57M -$1.83M -13,817 -54%
TCAM
775
Turtle Creek Asset Management
Ontario, Canada
$1.57M -$226K -1,700 -13%
29 30
31
32 33