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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 %
EFL
1001
ERn Financial LLC
Wisconsin
$480K -$11.3K -100 -2%
APP
1002
Avantax Planning Partners
Iowa
$479K -$85.3K -755 -15%
LWMM
1003
Legacy Wealth Management (Mississippi)
Mississippi
$479K – – –
PFGIA
1004
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$89.2K +789 +23%
BFO
1005
Boston Family Office
Massachusetts
$478K -$25.5K -225 -5%
SIM
1006
Sentry Investment Management
Wisconsin
$475K -$5.31K -47 -1%
WCM
1007
Wunderlich Capital Managemnt
Tennessee
$474K +$127K +1,127 +37%
IAA
1008
Ironsides Asset Advisors
North Carolina
$473K – – –
SMC
1009
Smith, Moore & Co
Missouri
$473K -$11.3K -100 -2%
JAFL
1010
Jay A. Fishman Ltd
Michigan
$472K – – –
GSWM
1011
Greenup Street Wealth Management
Michigan
$472K +$472K +4,175 New
BC
1012
Bartlett & Co
Ohio
$471K -$11.1K -98 -2%
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$471K -$11.1K -98 -2%
AG
1014
AIA Group
Hong Kong
$470K -$90.1K -797 -16%
LFAS
1015
Level Four Advisory Services
Texas
$466K +$466K +4,127 New
Capstone Investment Advisors
1016
Capstone Investment Advisors
New York
$466K -$2.23M -19,732 -83%
CIA
1017
Citadel Investment Advisory
Ohio
$463K – – –
IP
1018
Intellectus Partners
California
$463K – – –
SC
1019
Steph & Co
Wisconsin
$463K +$13.2K +117 +3%
FHC
1020
First Heartland Consultants
Missouri
$463K -$30.5K -270 -6%
Federated Hermes
1021
Federated Hermes
Pennsylvania
$462K -$22.4K -198 -5%
LI
1022
Lafayette Investments
Maryland
$460K – – –
CA
1023
Continuum Advisory
Idaho
$459K -$8.03K -71 -2%
IPAM
1024
ICICI Prudential Asset Management
India
$455K +$94.2K +833 +26%
CAM
1025
Cresset Asset Management
Illinois
$454K -$134K -1,182 -23%
39 40
41
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