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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 %
MNBTD
851
Moody National Bank Trust Division
Texas
$1.22M -$1.1M -8,274 -47%
Man Group
852
Man Group
United Kingdom
$1.21M +$1.21M +9,133 New
BBHC
853
Brown Brothers Harriman & Co
New York
$1.21M -$119K -893 -9%
KIA
854
Knollwood Investment Advisory
Maryland
$1.2M +$1.2M +9,050 New
UFF
855
USA Financial Formulas
Michigan
$1.2M -$1.52M -11,411 -56%
GI
856
GAMMA Investing
California
$1.2M +$1.2M +8,457 New
PRC
857
Pearl River Capital
Michigan
$1.2M +$295K +2,221 +33%
SAM
858
Secure Asset Management
Michigan
$1.2M +$50.1K +377 +4%
ACM
859
Arcataur Capital Management
Wisconsin
$1.19M -$128K -962 -10%
HI
860
Horizon Investments
North Carolina
$1.19M +$75.6K +569 +7%
WT
861
Washington Trust
Rhode Island
$1.18M -$17.3K -130 -1%
LAIC
862
Lederer & Associates Investment Counsel
California
$1.18M -$20.2K -152 -2%
FWCM
863
Ferguson Wellman Capital Management
Oregon
$1.17M -$24.7K -186 -2%
KFI
864
Key Financial Inc
Pennsylvania
$1.17M – – –
GC
865
Guardian Capital
Ontario, Canada
$1.17M -$19.9K -150 -2%
WF
866
Wayfinding Financial
Washington
$1.17M -$6.11K -46 -0.5%
GAM
867
Groupama Asset Management
France
$1.16M +$1.16M +8,734 New
FCH
868
Freestone Capital Holdings
Washington
$1.16M -$2.66K -20 -0.2%
CG
869
Cutler Group
California
$1.16M +$513K +3,859 +79%
QI
870
Qtron Investments
Massachusetts
$1.16M +$116K +876 +11%
PCH
871
PGIM Custom Harvest
New Jersey
$1.15M +$7.71K +58 +0.7%
ACS
872
Archford Capital Strategies
Illinois
$1.15M +$95.5K +719 +9%
LGA
873
Lebenthal Global Advisors
New York
$1.15M +$89.3K +672 +8%
SCTC
874
Sanibel Captiva Trust Company
Florida
$1.14M +$1.14M +8,611 New
MCM
875
Mitchell Capital Management
Kansas
$1.13M – – –
33 34
35
36 37