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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 %
SM
776
Sciencast Management
New Jersey
$1.56M +$482K +3,628 +45%
SC
777
Sawyer & Company
Massachusetts
$1.55M -$51.9K -391 -3%
KA
778
Kovack Advisors
Florida
$1.55M – – –
CQS
779
Credential Qtrade Securities
$1.54M -$102K -766 -6%
AAS
780
Ameritas Advisory Services
Nebraska
$1.54M -$2.3M -16,005 -60%
GI
781
GLOBALT Investments
Georgia
$1.51M +$1.51M +11,382 New
RIM
782
Redwood Investment Management
Arizona
$1.51M -$604K -4,546 -29%
WS
783
Wedbush Securities
California
$1.51M -$122K -918 -7%
JHCP
784
Jackson Hole Capital Partners
Oklahoma
$1.5M +$138K +1,037 +10%
CA
785
Cetera Advisors
Colorado
$1.5M +$17.4K +131 +1%
PCM
786
Prelude Capital Management
New York
$1.49M +$139K +1,043 +10%
EWA
787
EP Wealth Advisors
California
$1.49M -$120K -905 -7%
DM
788
Delphi Management
Massachusetts
$1.48M -$55.6K -419 -4%
AF
789
Advisornet Financial
Minnesota
$1.48M +$121K +910 +9%
MSAM
790
Moloney Securities Asset Management
Missouri
$1.47M +$48.5K +365 +3%
BCA
791
Bray Capital Advisors
Florida
$1.46M -$12K -90 -0.8%
GWA
792
GGM Wealth Advisors
Maryland
$1.45M – – –
AIIMS
793
Analyst IMS Investment Management Services
Israel
$1.45M – – –
WWA
794
WCG Wealth Advisors
Nevada
$1.45M -$179K -1,351 -11%
PCM
795
Palouse Capital Management
Washington
$1.44M -$3.45K -26 -0.2%
DSC
796
Duncker Streett & Co
Missouri
$1.44M -$133K -1,000 -8%
BCWM
797
Bartlett & Co Wealth Management
Ohio
$1.42M +$48.7K +365 +4%
BC
798
Bartlett & Co
Ohio
$1.42M +$48.7K +365 +4%
IFS
799
Ifrah Financial Services
Arkansas
$1.42M -$99.4K -748 -7%
MF
800
Magnetar Financial
Illinois
$1.42M -$2.72M -20,509 -66%
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