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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 %
SC
926
Savant Capital
Illinois
$917K +$103K +774 +13%
AIC
927
Aurora Investment Counsel
Georgia
$911K -$95.9K -861 -10%
MGIA
928
Moneta Group Investment Advisors
Missouri
$903K -$18.5K -139 -2%
HSA
929
HBK Sorce Advisory
Pennsylvania
$899K -$77.2K -581 -8%
NB
930
Nicolet Bankshares
Wisconsin
$899K – – –
RP
931
Riverwater Partners
Wisconsin
$893K -$80.5K -606 -8%
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$892K +$170K +1,277 +23%
AIP
933
Ameritas Investment Partners
Nebraska
$886K -$48.8K -367 -5%
BAAM
934
Baker Avenue Asset Management
California
$879K -$100K -755 -10%
BP
935
Ballentine Partners
Massachusetts
$876K +$98.3K +740 +13%
BC
936
Bowman & Company
Wisconsin
$871K +$48.2K +363 +6%
LFAS
937
Level Four Advisory Services
Texas
$865K +$212K +1,597 +33%
BCM
938
Brookstone Capital Management
Illinois
$861K -$135K -1,016 -14%
CBT
939
Central Bank & Trust
Kentucky
$859K – – –
SIA
940
Schechter Investment Advisors
Michigan
$858K -$67.5K -508 -7%
EF
941
Empowered Funds
Pennsylvania
$854K +$157K +1,185 +23%
SFA
942
Semmax Financial Advisors
North Carolina
$853K +$67.5K +470 +9%
LSAG
943
Lake Street Advisors Group
New Hampshire
$853K +$853K +6,419 New
CI
944
Cigna Investments
Connecticut
$851K -$22.9K -172 -3%
CBT
945
CoreFirst Bank & Trust
Kansas
$850K -$163K -1,225 -16%
IFWM
946
Institute for Wealth Management
Colorado
$850K -$21.8K -164 -3%
FI
947
Financial Insights
Washington
$843K +$142K +1,070 +20%
CAC
948
Certified Advisory Corp
Florida
$842K – – –
LA
949
Legacy Advisors
Pennsylvania
$841K +$31.5K +237 +4%
ACA
950
Atlas Capital Advisors
Wyoming
$838K +$72.5K +546 +9%
36 37
38
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