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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 %
BHCM
826
Brevan Howard Capital Management
Jersey
$1.3M +$1.3M +9,809 New
Boston Partners
827
Boston Partners
Massachusetts
$1.3M -$487K -3,669 -27%
AG
828
AIA Group
Hong Kong
$1.3M +$538K +4,053 +71%
MCM
829
Manchester Capital Management
Vermont
$1.29M +$7.04K +53 +0.5%
Lido Advisors
830
Lido Advisors
California
$1.29M +$75.5K +568 +6%
SWMG
831
Signature Wealth Management Group
Georgia
$1.29M +$1.29M +9,688 New
ECM
832
ExodusPoint Capital Management
New York
$1.27M -$16.4M -123,250 -93%
FFO
833
Fiduciary Family Office
Florida
$1.27M +$1.27M +9,541 New
VSQM
834
V-Square Quantitative Management
Illinois
$1.27M +$359K +2,705 +40%
LWM
835
Lionsbridge Wealth Management
Florida
$1.27M -$28.2K -212 -2%
GRP
836
Global Retirement Partners
California
$1.26M +$50.1K +366 +4%
HAG
837
HighPoint Advisor Group
Illinois
$1.26M +$1.26M +8,060 New
Fiera Capital (Canada)
838
Fiera Capital (Canada)
Quebec, Canada
$1.26M -$918K -6,914 -42%
ST
839
Sabal Trust
Florida
$1.26M – – –
FIB
840
First Interstate Bank
Montana
$1.26M +$5.85K +44 +0.5%
CA
841
Callahan Advisors
Texas
$1.26M -$3.99K -30 -0.3%
Focus Partners Wealth
842
Focus Partners Wealth
Massachusetts
$1.26M +$1.26M +9,452 New
DIA
843
Dean Investment Associates
Ohio
$1.25M -$64.7K -487 -5%
S
844
SimplyRich
California
$1.25M -$4.25K -32 -0.3%
P
845
Pitcairn
Pennsylvania
$1.25M -$1.46K -11 -0.1%
OLVIG
846
Oliver Lagore Vanvalin Investment Group
Michigan
$1.24M +$412K +3,105 +50%
IDA
847
Intelligence Driven Advisers
California
$1.23M – – –
MCM
848
MAI Capital Management
Ohio
$1.23M -$14.2K -107 -1%
MAS
849
Meeder Advisory Services
Ohio
$1.23M +$23K +173 +2%
EWM
850
Empirical Wealth Management
Washington
$1.22M +$13.9K +105 +1%
32 33
34
35 36