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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 %
MMA
876
Miracle Mile Advisors
California
$761K -$2.71K -24 -0.4%
FRM
877
Fox Run Management
Connecticut
$758K +$758K +6,709 New
CAC
878
Certified Advisory Corp
Florida
$753K +$2.03K +18 +0.3%
TAM
879
Townsend Asset Management
North Carolina
$751K -$11.3K -100 -1%
YDMI
880
Y.D. More Investments
Israel
$739K -$219K -1,934 -23%
FWC
881
First Washington Corp
Washington
$735K – – –
PSP
882
Principal Street Partners
Tennessee
$732K -$143K -1,266 -16%
CBT
883
Central Bank & Trust
Kentucky
$731K +$5.09K +45 +0.7%
NAS
884
Nicolet Advisory Services
Wisconsin
$729K +$471K +4,168 +182%
MC
885
Machina Capital
France
$725K +$345K +3,056 +91%
CBT
886
CoreFirst Bank & Trust
Kansas
$723K – – –
APC
887
Aspire Private Capital
North Carolina
$722K +$26.2K +232 +4%
MCA
888
Magnolia Capital Advisors
Mississippi
$720K -$2.26K -20 -0.3%
WI
889
Wintrust Investments
Illinois
$718K – – –
ETC
890
Exchange Traded Concepts
Oklahoma
$712K +$363K +3,212 +104%
KIG
891
Kowal Investment Group
Wisconsin
$711K -$150K -1,326 -17%
KWM
892
Kingsview Wealth Management
Oregon
$708K – – –
SIA
893
Strategic Investment Advisors
Michigan
$705K -$138K -1,224 -16%
IAN
894
Integrated Advisors Network
Texas
$701K -$385K -3,407 -35%
KeyBank National Association
895
KeyBank National Association
Ohio
$697K -$19.1K -169 -3%
SW
896
SkyOak Wealth
Michigan
$688K -$69.1K -611 -9%
DC
897
Davenport & Co
Virginia
$685K -$685K -6,056 -50%
EAM
898
Eukles Asset Management
Ohio
$684K -$4.86K -43 -0.7%
WT
899
Whittier Trust
California
$684K – – –
QI
900
Qtron Investments
Massachusetts
$683K +$683K +6,040 New
34 35
36
37 38