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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 %
CIG
976
Cascade Investment Group
Colorado
$508K -$8.48K -75 -2%
CCM
977
Condor Capital Management
New Jersey
$508K – – –
EWS
978
Evergreen Wealth Solutions
Pennsylvania
$507K -$5.09K -45 -1%
UAML
979
US Asset Management LLC
Pennsylvania
$503K – – –
TIA
980
Tiemann Investment Advisors
California
$503K +$17K +150 +3%
FBC
981
Fairfield, Bush & Co
Connecticut
$502K -$119K -1,050 -19%
ONB
982
Old National Bancorp
Indiana
$501K +$68.6K +607 +16%
PM
983
Penbrook Management
New York
$501K -$7.91K -70 -2%
KPWS
984
Kestra Private Wealth Services
Texas
$500K +$14.6K +129 +3%
Wellington Management Group
985
Wellington Management Group
Massachusetts
$498K -$333K -2,947 -40%
KWA
986
KCS Wealth Advisory
California
$498K -$452 -4 -0.1%
IBOK
987
Independence Bank of Kentucky
Kentucky
$497K -$984K -8,705 -66%
NP
988
NorthRock Partners
Minnesota
$497K -$76K -672 -13%
CIA
989
Cape Investment Advisory
Georgia
$496K +$496K +4,387 New
SBIA
990
Sheaff Brock Investment Advisors
Indiana
$495K – – –
HIG
991
Herr Investment Group
Texas
$495K – – –
CPA
992
Court Place Advisors
Maryland
$494K – – –
Marshall Wace
993
Marshall Wace
United Kingdom
$490K -$4.27M -37,803 -90%
AP
994
AtonRa Partners
Switzerland
$488K -$125K -1,104 -20%
BAM
995
Belpointe Asset Management
Nevada
$487K -$6.22K -55 -1%
CNBTD
996
Citizens National Bank Trust Department
Mississippi
$486K – – –
OWA
997
Opal Wealth Advisors
New York
$485K +$28.3K +250 +6%
AFM
998
Andesa Financial Management
Pennsylvania
$485K +$241K +3,040 +99%
FNBTCON
999
First National Bank & Trust Co of Newtown
Pennsylvania
$484K – – –
EI
1000
Ellevest Inc
New York
$483K +$46.3K +410 +11%
38 39
40
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