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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 %
VIM
951
Vista Investment Management
Pennsylvania
$571K +$18.5K +164 +3%
PWP
952
Principle Wealth Partners
Connecticut
$565K -$14.1K -125 -2%
OWA
953
Outlook Wealth Advisors
Texas
$564K +$15.8K +140 +3%
GIM
954
Goelzer Investment Management
Indiana
$563K – – –
QCG
955
Quadrant Capital Group
Ohio
$551K +$61.9K +548 +13%
MGIA
956
Moneta Group Investment Advisors
Missouri
$548K +$115K +1,019 +27%
MAM
957
Mystic Asset Management
Rhode Island
$547K -$3.96K -35 -0.7%
TCM
958
Tributary Capital Management
Nebraska
$543K -$7.91K -70 -1%
PCMC
959
Paragon Capital Management (Colorado)
Colorado
$543K – – –
RGC
960
Roberts, Glore & Co
Illinois
$541K -$17K -150 -3%
OC
961
Oppenheimer & Co
New York
$540K -$19.4K -172 -3%
LOAMS
962
Lombard Odier Asset Management (Switzerland)
Switzerland
$540K – – –
CI
963
Conning Inc
Connecticut
$539K -$3.39K -30 -0.6%
CC
964
Copperleaf Capital
North Carolina
$534K -$43K -380 -7%
FIA
965
Foundations Investment Advisors
Arizona
$533K -$102K -905 -16%
1SB
966
1ST Source Bank
Indiana
$533K – – –
AssetMark Inc
967
AssetMark Inc
California
$530K +$3.28K +29 +0.6%
Acadian Asset Management
968
Acadian Asset Management
Massachusetts
$528K +$278K +2,466 +111%
SP
969
Symmetry Partners
Connecticut
$525K – – –
IA
970
IFP Advisors
Florida
$519K +$116K +1,587 +29%
CCA
971
Checchi Capital Advisers
California
$518K +$17.1K +151 +3%
LWAM
972
Legacy Wealth Asset Management
Minnesota
$516K -$565 -5 -0.1%
OHWP
973
Oak Harbor Wealth Partners
North Carolina
$513K -$659K -5,831 -56%
EIP
974
Ellis Investment Partners
Pennsylvania
$512K -$39.6K -350 -7%
WAG
975
Wallace Advisory Group
California
$510K +$110K +969 +27%
37 38
39
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