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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 %
HAI
901
Hennessy Advisors Inc
California
$678K +$678K +6,000 New
SPC
902
Sigma Planning Corp
Michigan
$670K -$1.47K -13 -0.2%
RCAG
903
Rehmann Capital Advisory Group
Michigan
$669K +$9.61K +85 +1%
BTW
904
Boston Trust Walden
Massachusetts
$666K – – –
MA
905
Mutual Advisors
Nebraska
$666K -$60.9K -539 -8%
CAAS
906
Capital Asset Advisory Services
Michigan
$665K +$113 +1 +0%
SFA
907
Sequoia Financial Advisors
Ohio
$665K +$20.1K +178 +3%
BP
908
Ballentine Partners
Massachusetts
$664K +$65.1K +576 +11%
PCM
909
Parsons Capital Management
Rhode Island
$664K -$6.22K -55 -0.9%
SC
910
Savant Capital
Illinois
$664K +$48.6K +430 +8%
IIA
911
Integral Investment Advisors
California
$659K -$38.4K -340 -6%
WIA
912
Westbourne Investment Advisors
Maryland
$653K -$103K -908 -14%
AWM
913
Apollon Wealth Management
South Carolina
$652K +$97.8K +865 +18%
ACA
914
Atlas Capital Advisors
Wyoming
$651K – – –
VFA
915
Voya Financial Advisors
Connecticut
$648K -$149K -1,320 -19%
HS
916
HighVista Strategies
Massachusetts
$642K -$9.07M -80,244 -93%
AWP
917
Abacus Wealth Partners
California
$642K -$240K -1,992 -27%
NB
918
NBT Bank
New York
$641K +$20.3K +180 +3%
FIM
919
Freedom Investment Management
Connecticut
$637K +$87.3K +772 +16%
CF
920
Copperwynd Financial
Arizona
$635K -$1.58K -14 -0.2%
TCA
921
Transcend Capital Advisors
New Jersey
$635K -$904 -8 -0.1%
SFP
922
Shepherd Financial Partners
Massachusetts
$635K – – –
IAA
923
Independent Advisor Alliance
North Carolina
$633K +$633K +5,601 New
BC
924
Bowman & Company
Wisconsin
$627K +$252K +2,228 +67%
ECM
925
Evergreen Capital Management
Washington
$622K +$96.3K +852 +18%
35 36
37
38 39