FI icon

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 %
SAM
826
Synergy Asset Management
Washington
$1.02M +$1.02M +9,062 New
EWM
827
Empirical Wealth Management
Washington
$1.02M -$3.95K -35 -0.4%
MAS
828
Meeder Advisory Services
Ohio
$1.02M -$164K -1,456 -14%
AIC
829
Aurora Investment Counsel
Georgia
$1.02M -$339 -3 -0%
LAIC
830
Lederer & Associates Investment Counsel
California
$1.02M -$35.1K -311 -3%
WT
831
Washington Trust
Rhode Island
$1.02M – – –
FWCM
832
Ferguson Wellman Capital Management
Oregon
$1.02M -$12.4K -110 -1%
HAI
833
Hennessy Advisors Inc
California
$1.02M -$508K -4,500 -33%
FRM
834
Fox Run Management
Connecticut
$1.02M +$414K +3,664 +69%
GC
835
Guardian Capital
Ontario, Canada
$1.01M -$633K -5,600 -38%
GRP
836
Global Retirement Partners
California
$1M -$31.9K -282 -3%
KFI
837
Key Financial Inc
Pennsylvania
$995K – – –
WF
838
Wayfinding Financial
Washington
$995K -$2.6K -23 -0.3%
FFN
839
Focus Financial Network
Minnesota
$989K -$13.1K -116 -1%
FCH
840
Freestone Capital Holdings
Washington
$988K +$1.81K +16 +0.2%
EW
841
Evoke Wealth
California
$988K +$2.49K +22 +0.3%
FMAEN1
842
Fund Management at Engine No 1
California
$985K +$76.9K +681 +8%
IDA
843
Intelligence Driven Advisers
California
$979K – – –
PCH
844
PGIM Custom Harvest
New Jersey
$974K -$2.03K -18 -0.2%
SAM
845
Secure Asset Management
Michigan
$974K +$56K +496 +6%
CPA
846
Court Place Advisors
Maryland
$969K +$476K +4,210 +96%
LOAMU
847
Lombard Odier Asset Management (USA)
New York
$968K +$968K +8,566 New
GC
848
Grimes & Company
Massachusetts
$965K +$1.24K +11 +0.1%
SC
849
Scotia Capital
Ontario, Canada
$964K -$25.2K -223 -3%
MCM
850
Mitchell Capital Management
Kansas
$963K – – –
32 33
34
35 36