FI icon

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 %
CWS
1076
Confluence Wealth Services
Pennsylvania
$366K +$9.5K +84 +3%
WA
1077
Wambolt & Associates
Colorado
$362K -$78.6K -697 -18%
WP
1078
Waycross Partners
Kentucky
$362K -$1.37M -12,100 -79%
DGAM
1079
Desjardins Global Asset Management
Quebec, Canada
$361K +$361K +3,190 New
SIC
1080
Salem Investment Counselors
North Carolina
$361K -$13.3K -118 -4%
AI
1081
Ariel Investments
Illinois
$361K +$10.9K +96 +3%
KFSC
1082
Keystone Financial Services (Colorado)
Colorado
$361K -$2.49K -22 -0.7%
PVH
1083
Psagot Value Holdings
Israel
$358K – – –
FC
1084
Forte Capital
New York
$358K -$7.12K -63 -2%
LWP
1085
Lumature Wealth Partners
Georgia
$356K +$356K +3,154 New
ACM
1086
Advisors Capital Management
New Jersey
$356K -$11.8K -104 -3%
EP
1087
Edgestream Partners
New Jersey
$355K +$355K +3,143 New
VFA
1088
Valeo Financial Advisors
Indiana
$354K +$2.15K +19 +0.6%
DP
1089
Dearborn Partners
Illinois
$353K -$59.3K -525 -14%
WPC
1090
Wedmont Private Capital
Pennsylvania
$352K +$107K +943 +44%
PCM
1091
Penserra Capital Management
California
$352K – – –
PCM
1092
Pointe Capital Management
Michigan
$352K – – –
EWM
1093
Endurance Wealth Management
Rhode Island
$351K – – –
CL
1094
COWA LLC
Oklahoma
$350K – – –
FNFDCM
1095
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$349K – – –
RP
1096
Riverbridge Partners
Minnesota
$348K – – –
CIC
1097
Carnegie Investment Counsel
Ohio
$347K – – –
T
1098
TOBAM
France
$346K +$206K +1,820 +147%
WA
1099
Wealth Alliance
New York
$343K -$340K -3,011 -50%
AWA
1100
Arete Wealth Advisors
Illinois
$342K -$12K -106 -3%
42 43
44
45 46