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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 %
GI
826
GAMCO Investors
Connecticut
$893K -$90.4K -800 -9%
MCM
827
MAI Capital Management
Ohio
$892K +$200K +1,772 +29%
TFS
828
Thoroughbred Financial Services
Tennessee
$886K +$215K +1,900 +32%
EH
829
Equitable Holdings
New York
$886K +$32.4K +287 +4%
HT
830
Headlands Technologies
Illinois
$885K -$1.95M -17,292 -69%
RP
831
Riverwater Partners
Wisconsin
$880K -$86.9K -769 -9%
FMAEN1
832
Fund Management at Engine No 1
California
$871K +$80.5K +712 +10%
FNA
833
First National Advisers
Nebraska
$869K +$38.7K +342 +5%
ST
834
Spinnaker Trust
Maine
$868K -$3.84K -34 -0.4%
FCH
835
Freestone Capital Holdings
Washington
$868K -$112K -994 -11%
HSA
836
HBK Sorce Advisory
Pennsylvania
$865K -$743K -6,574 -46%
SL
837
Stevard LLC
Illinois
$859K – – –
TWM
838
Thrive Wealth Management
Pennsylvania
$856K +$119K +1,052 +16%
VWM
839
Venturi Wealth Management
Texas
$856K -$45.9K -406 -5%
WI
840
Wahed Invest
New York
$854K +$5.99K +53 +0.7%
LC
841
Landaas & Company
Wisconsin
$853K – – –
AAP
842
Arax Advisory Partners
Colorado
$850K +$6.33K +56 +0.8%
FI
843
Financial Insights
Washington
$848K -$40.2K -356 -5%
LT
844
Legacy Trust
Michigan
$846K +$128K +1,136 +18%
SDIC
845
South Dakota Investment Council
South Dakota
$841K -$927K -8,200 -52%
GCM
846
Graham Capital Management
Connecticut
$841K -$1.32M -11,668 -61%
JIC
847
Johnson Investment Counsel
Ohio
$840K -$53.2K -471 -6%
TAM
848
Trust Asset Management
Texas
$836K +$84.7K +749 +11%
APG
849
Abacus Planning Group
South Carolina
$828K -$5.43K -48 -0.7%
FA
850
FDx Advisors
Illinois
$827K – – –
32 33
34
35 36