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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 %
WP
801
WealthShield Partners
North Carolina
$1.41M -$110K -826 -7%
SC
802
Syon Capital
California
$1.4M +$717K +5,397 +105%
OTL
803
Oak Thistle LLC
New York
$1.4M -$386K -2,909 -22%
JCM
804
Jacobi Capital Management
Pennsylvania
$1.38M +$39.2K +295 +3%
MBT
805
Montecito Bank & Trust
California
$1.38M +$8.1K +61 +0.6%
PWM
806
Palumbo Wealth Management
New York
$1.38M +$65.2K +491 +5%
DWM
807
Darwin Wealth Management
Florida
$1.37M -$108K -813 -7%
AAS
808
Avantax Advisory Services
Texas
$1.37M +$9.96K +75 +0.7%
JIC
809
Johnson Investment Counsel
Ohio
$1.36M +$30.8K +232 +2%
CVA
810
Central Valley Advisors
California
$1.36M +$1.36M +10,245 New
Koshinski Asset Management
811
Koshinski Asset Management
Illinois
$1.36M +$493K +3,713 +57%
WI
812
Wahed Invest
New York
$1.36M +$87K +655 +7%
LA
813
LBP AM
France
$1.35M -$5.5M -41,440 -80%
CA
814
Clearstead Advisors
Ohio
$1.35M -$1.71M -12,895 -56%
NS
815
NBC Securities
Alabama
$1.35M +$355K +2,673 +36%
DWM
816
Dorchester Wealth Management
Quebec, Canada
$1.35M -$56.5K -425 -4%
DZ Bank
817
DZ Bank
Germany
$1.34M +$258K +1,950 +24%
ST
818
Smithfield Trust
Pennsylvania
$1.34M -$70.7K -532 -5%
DEA
819
DoubleLine ETF Adviser
Florida
$1.34M +$88.9K +669 +7%
CHC
820
City Holding Co
West Virginia
$1.33M +$240K +1,810 +22%
PK
821
Pflug Koory
Nebraska
$1.32M – – –
FAIM
822
Financial Advocates Investment Management
Washington
$1.32M +$1.32M +9,960 New
SW
823
SVB Wealth
Massachusetts
$1.3M +$261K +1,966 +25%
STA
824
Summit Trail Advisors
New York
$1.3M -$67.4K -507 -5%
IIA
825
ICW Investment Advisors
Arizona
$1.3M +$40.8K +307 +3%
31 32
33
34 35