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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 %
CFM
776
Coronation Fund Managers
South Africa
$1.05M -$108K -958 -9%
BFG
777
Bleakley Financial Group
New Jersey
$1.05M +$31.8K +281 +3%
TA
778
Tectonic Advisors
Texas
$1.05M +$121K +1,072 +13%
FCM
779
Fortis Capital Management
Washington
$1.05M +$163K +1,438 +18%
VAG
780
VisionPoint Advisory Group
Texas
$1.05M +$629K +5,344 +151%
AIC
781
Aurora Investment Counsel
Georgia
$1.05M +$11.2K +99 +1%
AA
782
Addison Advisors
Vermont
$1.04M -$1.24K -11 -0.1%
OAM
783
Ostrum Asset Management
France
$1.03M +$1.03M +9,121 New
BCM
784
Brown Capital Management
Maryland
$1.03M -$10.1K -89 -1%
GAM
785
Gotham Asset Management
New York
$1.02M +$745K +6,595 +268%
HI
786
Harbour Investments
Wisconsin
$1.01M +$35.8K +317 +4%
SAM
787
Sompo Asset Management
Japan
$1M +$26K +230 +3%
VC
788
Veracity Capital
Georgia
$999K +$37K +327 +4%
SW
789
SVB Wealth
Massachusetts
$997K -$85.5K -756 -8%
KCM
790
Kendall Capital Management
Maryland
$997K -$19.2K -170 -2%
GC
791
Gould Capital
Washington
$994K -$176K -1,560 -15%
WF
792
Wayfinding Financial
Washington
$993K +$50.7K +449 +5%
DWM
793
Darwin Wealth Management
Florida
$993K +$993K +8,476 New
KFI
794
Key Financial Inc
Pennsylvania
$988K -$19.1K -169 -2%
LGA
795
Lebenthal Global Advisors
New York
$986K -$36.1K -319 -4%
IIA
796
ICW Investment Advisors
Arizona
$983K +$36.1K +319 +4%
MYAM
797
Meiji Yasuda Asset Management
Japan
$981K -$977K -8,650 -50%
PCH
798
PGIM Custom Harvest
New Jersey
$978K -$1.36K -12 -0.1%
SW
799
SMART Wealth
Nebraska
$975K -$231K -2,047 -19%
IDA
800
Intelligence Driven Advisers
California
$973K – – –
30 31
32
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