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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 %
CWM
926
Chesapeake Wealth Management
Virginia
$621K -$140K -1,241 -18%
BOS
927
Bank of Stockton
California
$618K -$16.1K -142 -3%
MFG
928
Merit Financial Group
Georgia
$616K -$433K -3,831 -41%
CG
929
CFO4Life Group
Texas
$614K +$614K +5,436 New
LCM
930
LVM Capital Management
Michigan
$613K -$23.7K -210 -4%
STA
931
Summit Trail Advisors
New York
$613K +$65.6K +580 +12%
WPW
932
Waldron Private Wealth
Pennsylvania
$611K +$59.9K +530 +11%
FAT
933
First American Trust
California
$605K -$42.1K -372 -7%
CIA
934
Capital Investment Advisors
Georgia
$604K +$162K +1,429 +36%
UCB
935
United Community Bank
South Carolina
$598K – – –
DFG
936
Delta Financial Group
New Jersey
$597K +$565 +5 +0.1%
OL
937
Optas LLC
Texas
$592K +$14.2K +126 +2%
HIP
938
Harrell Investment Partners
Texas
$592K +$230K +2,038 +64%
LC
939
Lindbrook Capital
California
$590K -$515K -4,559 -47%
TFA
940
Transamerica Financial Advisors
Florida
$589K +$424K +3,749 +257%
BA
941
Bridge Advisory
California
$588K – – –
SFFS
942
Stonehage Fleming Financial Services
Jersey
$585K +$87K +770 +17%
Voloridge Investment Management
943
Voloridge Investment Management
Florida
$583K +$583K +5,160 New
RPCONE
944
Retirement Planning Company of New England
Rhode Island
$583K -$29K -257 -5%
FFM
945
Forum Financial Management
Illinois
$582K -$9.72K -86 -2%
CA
946
Crumly & Associates
Illinois
$580K -$2.49K -22 -0.4%
HH
947
Hilltop Holdings
Texas
$576K -$6.78K -60 -1%
JMFC
948
J.M. Forbes & Co
Massachusetts
$576K – – –
SLF
949
Sun Life Financial
Ontario, Canada
$572K -$116K -1,032 -17%
CW
950
Connectus Wealth
Ohio
$571K +$571K +5,052 New
36 37
38
39 40