FI icon

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 %
Verition Fund Management
901
Verition Fund Management
Connecticut
$1.04M -$883K -6,645 -46%
PBO
902
Peoples Bank (Ohio)
Ohio
$1.02M -$3.32K -25 -0.3%
SL
903
Stevard LLC
Illinois
$1.01M – – –
APC
904
Aspire Private Capital
North Carolina
$1.01M +$46.6K +351 +5%
ST
905
Spinnaker Trust
Maine
$1.01M – – –
TNA
906
True North Advisors
Texas
$1M -$996K -7,500 -50%
LFA
907
Legend Financial Advisors
Pennsylvania
$1,000K – – –
RCM
908
Radnor Capital Management
Pennsylvania
$999K +$186K +1,400 +23%
CT
909
Chicago Trust
Illinois
$997K -$8.64K -65 -0.9%
MPM
910
Meritage Portfolio Management
Kansas
$995K +$53.4K +402 +6%
BCV
911
Banque Cantonale Vaudoise
Switzerland
$993K -$1.2M -9,039 -55%
SAM
912
Sompo Asset Management
Japan
$987K -$121K -910 -11%
APG
913
Abacus Planning Group
South Carolina
$984K +$11.2K +84 +1%
TAM
914
Trust Asset Management
Texas
$983K – – –
CIA
915
Cape Investment Advisory
Georgia
$978K -$50.5K -380 -5%
MMA
916
Miracle Mile Advisors
California
$968K +$8.1K +61 +0.8%
PCM
917
Penserra Capital Management
California
$967K +$82.7K +623 +9%
NB
918
NBT Bank
New York
$953K +$269K +2,028 +39%
LT
919
Legacy Trust
Michigan
$949K -$6.78K -51 -0.7%
KPWS
920
Kestra Private Wealth Services
Texas
$941K +$112K +842 +13%
BCM
921
Brown Capital Management
Maryland
$934K -$186K -1,402 -17%
IA
922
IFP Advisors
Florida
$923K -$38.9K -293 -4%
LC
923
Landaas & Company
Wisconsin
$920K -$82.3K -620 -8%
V
924
VeraBank
Texas
$917K – – –
RFN
925
RDA Financial Network
Iowa
$917K -$388K -2,922 -30%
35 36
37
38 39