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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 %
GC
876
Grimes & Company
Massachusetts
$1.13M -$4.25K -32 -0.4%
NIM
877
NEOS Investment Management
Connecticut
$1.13M +$240K +1,804 +27%
GIP
878
Granite Investment Partners
California
$1.12M – – –
AA
879
Addison Advisors
Vermont
$1.12M -$90.2K -679 -7%
VI
880
Versor Investments
New York
$1.11M +$194K +1,463 +21%
SWP
881
Stratos Wealth Partners
Ohio
$1.11M -$1.99K -15 -0.2%
AGWCA
882
Annis Gardner Whiting Capital Advisors
Florida
$1.11M +$90.3K +680 +9%
AAP
883
Arax Advisory Partners
Colorado
$1.11M +$147K +1,110 +15%
GC
884
Gould Capital
Washington
$1.1M -$20.6K -155 -2%
RIA
885
Regal Investment Advisors
Michigan
$1.09M -$5.18K -39 -0.5%
SAM
886
Synergy Asset Management
Washington
$1.09M -$115K -867 -10%
HI
887
Harbour Investments
Wisconsin
$1.09M +$53.3K +401 +5%
BBWP
888
Beacon Bridge Wealth Partners
Pennsylvania
$1.08M – – –
DAS
889
Dynamic Advisor Solutions
Arizona
$1.07M +$53.4K +403 +5%
IAA
890
Independent Advisor Alliance
North Carolina
$1.07M -$1.2K -9 -0.1%
PA
891
Profund Advisors
Maryland
$1.07M +$145K +1,093 +16%
WJWM
892
Williams Jones Wealth Management
New York
$1.07M +$26.6K +200 +3%
ACA
893
Anchor Capital Advisors
Massachusetts
$1.07M – – –
SW
894
SMART Wealth
Nebraska
$1.06M +$100K +755 +10%
MFG
895
Merit Financial Group
Georgia
$1.06M +$262K +1,972 +33%
CPA
896
Court Place Advisors
Maryland
$1.05M -$85K -640 -7%
JF
897
Jump Financial
Illinois
$1.05M -$1.24M -9,357 -54%
AA
898
ALPS Advisors
Colorado
$1.05M -$53.5K -403 -5%
FFN
899
Focus Financial Network
Minnesota
$1.05M -$117K -884 -10%
SC
900
Scotia Capital
Ontario, Canada
$1.05M -$88.6K -667 -8%
34 35
36
37 38