FI icon

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 %
FNA
776
First National Advisers
Nebraska
$1.21M +$243K +1,928 +25%
CW
777
Channel Wealth
California
$1.21M +$327K +2,596 +37%
BFG
778
Bleakley Financial Group
New Jersey
$1.19M +$20.9K +166 +2%
S
779
SimplyRich
California
$1.19M – – –
P
780
Pitcairn
Pennsylvania
$1.19M -$329K -2,605 -22%
MC
781
Machina Capital
France
$1.19M +$380K +3,012 +47%
VC
782
Veracity Capital
Georgia
$1.19M +$73.8K +585 +7%
LAIC
783
Lederer & Associates Investment Counsel
California
$1.18M -$33.9K -269 -3%
AWM
784
Apollon Wealth Management
South Carolina
$1.18M +$450K +3,567 +62%
ST
785
Sabal Trust
Florida
$1.17M +$1.17M +9,274 New
AA
786
Addison Advisors
Vermont
$1.16M – – –
SS
787
Simplicity Solutions
Minnesota
$1.16M -$15.3K -121 -1%
ACM
788
Arcataur Capital Management
Wisconsin
$1.16M +$1.16M +9,172 New
GRP
789
Global Retirement Partners
California
$1.15M +$6.18K +49 +0.5%
OAM
790
Ostrum Asset Management
France
$1.15M +$883 +7 +0.1%
FWCM
791
Ferguson Wellman Capital Management
Oregon
$1.15M -$135K -1,072 -11%
EWM
792
Empirical Wealth Management
Washington
$1.15M -$197K -1,560 -15%
BCM
793
Brown Capital Management
Maryland
$1.14M -$3.28K -26 -0.3%
AIC
794
Aurora Investment Counsel
Georgia
$1.14M -$25.5K -202 -2%
WT
795
Washington Trust
Rhode Island
$1.14M +$135K +1,070 +13%
TFS
796
Thoroughbred Financial Services
Tennessee
$1.14M +$149K +1,181 +15%
DEA
797
DoubleLine ETF Adviser
Florida
$1.13M +$233K +1,850 +26%
WWM
798
WT Wealth Management
Arizona
$1.13M +$54.5K +432 +5%
IIA
799
ICW Investment Advisors
Arizona
$1.12M +$27.6K +219 +3%
WI
800
Wahed Invest
New York
$1.12M +$169K +1,340 +18%
30 31
32
33 34