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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 %
GC
801
Grimes & Company
Massachusetts
$966K -$16.2K -143 -2%
BBWP
802
Beacon Bridge Wealth Partners
Pennsylvania
$965K – – –
Verition Fund Management
803
Verition Fund Management
Connecticut
$964K +$466K +4,119 +93%
WWM
804
WT Wealth Management
Arizona
$963K +$963K +8,524 New
MCM
805
Mitchell Capital Management
Kansas
$963K – – –
CT
806
Chicago Trust
Illinois
$962K -$1.01M -8,895 -51%
CCM
807
Coldstream Capital Management
Washington
$959K +$30.4K +269 +3%
JFG
808
Jefferies Financial Group
New York
$959K -$270K -2,387 -22%
CG
809
Cutler Group
California
$958K +$787K +6,969 +462%
GIP
810
Granite Investment Partners
California
$954K -$11.3K -100 -1%
VEA
811
Virtus ETF Advisers
New York
$950K +$950K +8,408 New
SAM
812
Secure Asset Management
Michigan
$950K -$2.71K -24 -0.3%
BFEC
813
Benjamin F. Edwards & Company
Missouri
$948K +$462K +4,093 +95%
RFN
814
RDA Financial Network
Iowa
$937K +$68.2K +603 +8%
AWM
815
Axxcess Wealth Management
California
$937K +$307K +2,713 +49%
ACA
816
Anchor Capital Advisors
Massachusetts
$932K -$10.6M -93,884 -92%
SYBT
817
Stock Yards Bank & Trust
Kentucky
$923K +$3.73K +33 +0.4%
PI
818
PGGM Investments
Netherlands
$923K +$455K +4,026 +97%
RIA
819
Regal Investment Advisors
Michigan
$923K -$178K -1,578 -16%
JFGIW
820
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$3.39K -30 -0.4%
ACS
821
Archford Capital Strategies
Illinois
$918K +$32.4K +288 +4%
PBO
822
Peoples Bank (Ohio)
Ohio
$914K -$8.48K -75 -0.9%
TSS
823
Two Sigma Securities
New York
$903K +$666K +5,890 +280%
WJWM
824
Williams Jones Wealth Management
New York
$902K -$1.7K -15 -0.2%
WT
825
Washington Trust
Rhode Island
$899K – – –
31 32
33
34 35