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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 %
GS
851
GTS Securities
New York
$958K +$79.6K +705 +9%
GIP
852
Granite Investment Partners
California
$953K – – –
BCM
853
Brown Capital Management
Maryland
$953K -$70.5K -624 -7%
OQS
854
Occudo Quantitative Strategies
Florida
$953K +$953K +8,433 New
GC
855
Gould Capital
Washington
$949K +$3.39K +30 +0.4%
HI
856
Horizon Investments
North Carolina
$945K -$42.6K -377 -4%
SWP
857
Stratos Wealth Partners
Ohio
$945K +$49.8K +441 +6%
SAM
858
Sompo Asset Management
Japan
$942K +$207K +1,830 +28%
AA
859
ALPS Advisors
Colorado
$937K -$150K -1,332 -14%
RIA
860
Regal Investment Advisors
Michigan
$933K +$24.2K +214 +3%
CHC
861
City Holding Co
West Virginia
$924K +$43.9K +389 +5%
Federated Hermes
862
Federated Hermes
Pennsylvania
$923K +$371K +3,288 +67%
DZ Bank
863
DZ Bank
Germany
$921K +$60K +533 +7%
BBWP
864
Beacon Bridge Wealth Partners
Pennsylvania
$919K -$45.2K -400 -5%
IGAM
865
iA Global Asset Management
Quebec, Canada
$918K +$918K +8,130 New
ORAM
866
One River Asset Management
Connecticut
$917K +$917K +8,086 New
SM
867
Sciencast Management
New Jersey
$914K +$914K +8,094 New
BFG
868
Bleakley Financial Group
New Jersey
$913K -$157K -1,388 -15%
SS
869
Simplicity Solutions
Minnesota
$913K -$125K -1,108 -12%
IAA
870
Independent Advisor Alliance
North Carolina
$913K +$261K +2,309 +40%
ACA
871
Anchor Capital Advisors
Massachusetts
$911K – – –
LGA
872
Lebenthal Global Advisors
New York
$902K -$43.5K -385 -5%
ACS
873
Archford Capital Strategies
Illinois
$897K -$20.6K -182 -2%
WJWM
874
Williams Jones Wealth Management
New York
$888K -$4.74K -42 -0.5%
EH
875
Equitable Holdings
New York
$888K +$87.7K +776 +11%
33 34
35
36 37