FI icon

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 %
SM
851
Sciencast Management
New Jersey
$823K +$823K +6,917 New
CI
852
Cigna Investments
Connecticut
$820K -$14.5K -128 -2%
CHC
853
City Holding Co
West Virginia
$817K +$40.1K +355 +5%
SWP
854
Stratos Wealth Partners
Ohio
$816K -$27K -239 -3%
CC
855
Cadinha & Co
Hawaii
$806K -$24.6M -217,449 -97%
V
856
VeraBank
Texas
$806K -$14.6K -129 -2%
DEA
857
DoubleLine ETF Adviser
Florida
$804K +$354K +3,128 +79%
MPM
858
Meritage Portfolio Management
Kansas
$802K – – –
CW
859
Channel Wealth
California
$792K +$792K +7,004 New
DC
860
Dryden Capital
Florida
$791K – – –
IFWM
861
Institute for Wealth Management
Colorado
$791K -$791 -7 -0.1%
SHGA
862
Sand Hill Global Advisors
California
$790K – – –
RL
863
Retireful LLC
Michigan
$782K +$782K +6,917 New
NB
864
Nicolet Bankshares
Wisconsin
$781K -$2.83K -25 -0.4%
CGL
865
Clarius Group LLC
Washington
$780K +$37.9K +335 +5%
SM
866
STF Management
Texas
$777K +$298K +2,639 +62%
SSWM
867
Sheets Smith Wealth Management
North Carolina
$773K – – –
AAM
868
Aureus Asset Management
Massachusetts
$772K – – –
WIS
869
Wright Investors Service
Connecticut
$771K +$4.41K +39 +0.6%
MWM
870
Meridian Wealth Management
Kentucky
$768K -$7.8K -69 -1%
SIA
871
Schechter Investment Advisors
Michigan
$768K +$6.56K +58 +0.9%
WB
872
WesBanco Bank
West Virginia
$767K -$35.9K -318 -4%
EFM
873
E Fund Management
China
$766K -$634K -5,611 -45%
SSA
874
Schonfeld Strategic Advisors
New York
$765K -$31.5M -278,610 -98%
BCAM
875
Boston Common Asset Management
Massachusetts
$762K -$13.4K -119 -2%
33 34
35
36 37