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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
776
HighVista Strategies
Massachusetts
$1.24M +$384K +3,400 +45%
PCM
777
Palouse Capital Management
Washington
$1.23M +$7.23K +64 +0.6%
CFCI
778
Comprehensive Financial Consultants Institutional
Indiana
$1.23M +$128K +1,131 +12%
CFG
779
Citizens Financial Group
Rhode Island
$1.22M -$2.49M -22,060 -67%
CCA
780
Column Capital Advisors
Indiana
$1.22M +$113 +1 +0%
MSAM
781
Moloney Securities Asset Management
Missouri
$1.21M +$51.3K +454 +4%
CWM
782
C2C Wealth Management
Arizona
$1.21M +$2.26K +20 +0.2%
DWM
783
Dorchester Wealth Management
Quebec, Canada
$1.19M +$1.19M +10,577 New
ST
784
Smithfield Trust
Pennsylvania
$1.19M -$6.08K -54 -0.5%
AG
785
Ascent Group
Virginia
$1.19M +$498K +4,172 +72%
NCGI
786
Next Century Growth Investors
Minnesota
$1.18M – – –
MBT
787
Montecito Bank & Trust
California
$1.17M -$3.95K -35 -0.3%
CCM
788
Coldstream Capital Management
Washington
$1.17M +$176K +1,558 +18%
STA
789
Summit Trail Advisors
New York
$1.17M +$29.6K +262 +3%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$1.16M -$71.7K -635 -6%
BC
791
Bartlett & Co
Ohio
$1.16M -$71.7K -635 -6%
GWA
792
GGM Wealth Advisors
Maryland
$1.16M – – –
AF
793
Advisornet Financial
Minnesota
$1.16M -$17.4K -154 -1%
JHCP
794
Jackson Hole Capital Partners
Oklahoma
$1.16M -$18.5K -164 -2%
AAS
795
Avantax Advisory Services
Texas
$1.15M -$5.76K -51 -0.5%
ETC
796
Exchange Traded Concepts
Oklahoma
$1.15M +$210K +1,859 +22%
PCM
797
Prelude Capital Management
New York
$1.15M +$1.15M +10,179 New
JCM
798
Jacobi Capital Management
Pennsylvania
$1.14M +$10.6K +94 +0.9%
YC
799
Yarbrough Capital
Tennessee
$1.14M – – –
JIC
800
Johnson Investment Counsel
Ohio
$1.13M +$169K +1,497 +18%
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