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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 %
FPIS
1051
Financial Planning & Information Services
Wisconsin
$401K -$10.1K -89 -2%
CPC
1052
Cookson Peirce & Co
Pennsylvania
$400K +$400K +3,543 New
CI
1053
CX Institutional
Indiana
$399K +$41.5K +368 +12%
CC
1054
Cannell & Co
New York
$398K – – –
PGH
1055
Partners Group Holding
Switzerland
$394K – – –
MLL
1056
Moody Lynn & Lieberson
Massachusetts
$393K – – –
BFM
1057
Boston Financial Management
Massachusetts
$393K -$7.46K -66 -2%
SCP
1058
Shorepoint Capital Partners
Massachusetts
$393K -$877K -7,763 -69%
CF
1059
Centaurus Financial
California
$391K +$136K +1,201 +53%
H
1060
HoyleCohen
California
$390K -$86K -761 -18%
Empower Advisory Group
1061
Empower Advisory Group
Colorado
$388K +$388K +3,439 New
EWA
1062
Exencial Wealth Advisors
Oklahoma
$387K -$135K -1,190 -26%
FCBT
1063
First Citizens Bank & Trust
North Carolina
$386K -$2.35M -20,796 -86%
HAG
1064
HF Advisory Group
Maryland
$386K +$4.52K +40 +1%
TPWA
1065
TRUE Private Wealth Advisors
Oregon
$383K -$4.3K -38 -1%
PA
1066
Parallel Advisors
California
$381K +$55.4K +490 +17%
DZ Bank
1067
DZ Bank
Germany
$381K -$568K -5,016 -60%
GD
1068
Grandfield & Dodd
New York
$380K – – –
RC
1069
Roundview Capital
New Jersey
$378K +$115K +1,020 +44%
9WM
1070
9258 Wealth Management
Ohio
$377K +$35.6K +315 +10%
AT
1071
Arden Trust
Delaware
$377K -$166K -1,470 -31%
BCM
1072
Becker Capital Management
Oregon
$374K -$2.26K -20 -0.6%
SIA
1073
Soltis Investment Advisors
Utah
$372K -$2.56M -22,609 -87%
SCA
1074
Stonebridge Capital Advisors
Minnesota
$369K – – –
MC
1075
Matisse Capital
Oregon
$367K +$367K +3,248 New
41 42
43
44 45