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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 %
UWS
951
Unique Wealth Strategies
Illinois
$832K +$832K +6,264 New
TAM
952
Townsend Asset Management
North Carolina
$830K -$53.1K -400 -6%
EH
953
Equitable Holdings
New York
$827K -$217K -1,630 -21%
AssetMark Inc
954
AssetMark Inc
California
$826K +$121K +912 +17%
EAM
955
Eukles Asset Management
Ohio
$820K +$1.06K +8 +0.1%
AIM
956
Aigen Investment Management
New York
$819K -$219K -1,651 -21%
NP
957
NorthRock Partners
Minnesota
$818K +$228K +1,715 +39%
QCG
958
Quadrant Capital Group
Ohio
$814K +$64.3K +484 +9%
CW
959
CreativeOne Wealth
Kansas
$809K +$149K +1,123 +23%
BTW
960
Boston Trust Walden
Massachusetts
$799K +$16.6K +125 +2%
KIG
961
Kowal Investment Group
Wisconsin
$797K -$12.1K -91 -1%
PSC
962
Prentiss Smith & Co
Vermont
$795K -$71.3K -537 -8%
TA
963
Tectonic Advisors
Texas
$791K +$55.5K +418 +8%
WI
964
Wintrust Investments
Illinois
$789K -$5.71K -43 -0.7%
IAN
965
Integrated Advisors Network
Texas
$788K -$10.2K -77 -1%
LC
966
Lindbrook Capital
California
$784K +$75.3K +567 +11%
VFA
967
Voya Financial Advisors
Connecticut
$776K -$534 -4 -0.1%
KWM
968
Kingsview Wealth Management
Oregon
$771K -$91.4K -688 -11%
BCAM
969
Boston Common Asset Management
Massachusetts
$771K -$97.5K -734 -11%
GI
970
GAMCO Investors
Connecticut
$770K -$13.3K -100 -2%
IIA
971
Integral Investment Advisors
California
$769K -$6.38K -48 -0.8%
WCM
972
Wunderlich Capital Managemnt
Tennessee
$763K +$5.71K +43 +0.8%
KPPF
973
Klein Pavlis & Peasley Financial
California
$758K +$758K +5,706 New
BOS
974
Bank of Stockton
California
$758K – – –
RCAG
975
Rehmann Capital Advisory Group
Michigan
$757K -$7.84K -59 -1%
37 38
39
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