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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 %
BIP
76
Brandes Investment Partners
California
$134M +$6.35M +47,773 +5%
Fidelity International
77
Fidelity International
Bermuda
$132M -$19.2M -144,276 -13%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$131M -$14.9K -112 -0%
RC
79
Rivulet Capital
New Jersey
$128M – – –
GCM
80
Glenview Capital Management
New York
$125M -$43.4M -326,656 -26%
WF
81
Welch & Forbes
Massachusetts
$121M +$494K +3,721 +0.4%
Marshall Wace
82
Marshall Wace
United Kingdom
$121M +$110M +827,515 +975%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$120M +$36.4M +274,054 +44%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$118M +$4.72M +35,542 +4%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$112M -$7.37M -55,501 -6%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$107M +$79.6M +599,002 +287%
Brown Advisory
87
Brown Advisory
Maryland
$103M +$192K +1,442 +0.2%
HA
88
Homestead Advisers
Virginia
$103M +$186K +1,400 +0.2%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.4M -$11.9M -89,662 -11%
KBC Group
90
KBC Group
Belgium
$96.9M +$37.8M +284,276 +64%
VVP
91
Vulcan Value Partners
Alabama
$96.9M -$13.3M -100,269 -12%
Principal Financial Group
92
Principal Financial Group
Iowa
$96.4M -$1.81M -13,606 -2%
Artisan Partners
93
Artisan Partners
Wisconsin
$95.6M +$2.17M +16,325 +2%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$95.6M +$91.1K +686 +0.1%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$93.3M -$468K -3,522 -0.5%
MAM
96
Madison Asset Management
Wisconsin
$91.4M +$1.74M +13,076 +2%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$87.6M -$10.9M -82,042 -11%
Axa
98
Axa
France
$87.5M +$87.8K +661 +0.1%
SEI Investments
99
SEI Investments
Pennsylvania
$87.5M -$214K -1,612 -0.2%
JCM
100
Junto Capital Management
New York
$86.6M +$86.6M +651,851 New
2 3
4
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