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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 %
AMBIA
1076
Allen Mooney & Barnes Investment Advisors
Georgia
$536K +$7.57K +57 +1%
WP
1077
WealthSource Partners
California
$532K +$12.1K +91 +2%
CCA
1078
Checchi Capital Advisers
California
$532K +$930 +7 +0.2%
OIA
1079
Optimum Investment Advisors
Illinois
$531K -$26.7K -201 -5%
RC
1080
RBF Capital
California
$531K – – –
VCP
1081
Vista Capital Partners
Oregon
$531K – – –
SC
1082
SRB Corp
Massachusetts
$530K +$530K +3,987 New
CI
1083
CX Institutional
Indiana
$518K -$12.5K -94 -2%
MFS
1084
Madrona Financial Services
Washington
$513K – – –
ACM
1085
Accent Capital Management
Ohio
$510K +$510K +3,839 New
AFT
1086
Alpha Family Trust
California
$505K – – –
AFG
1087
Atomi Financial Group
New York
$505K +$505K +3,804 New
SPI
1088
Santori & Peters Inc
Pennsylvania
$504K – – –
HAG
1089
HF Advisory Group
Maryland
$504K +$44.2K +333 +10%
SC
1090
Steph & Co
Wisconsin
$501K +$10.2K +77 +2%
PAS
1091
Point72 Asia (Singapore)
Singapore
$499K +$499K +3,759 New
CC
1092
Copperleaf Capital
North Carolina
$498K -$29.4K -221 -6%
CIA
1093
Citadel Investment Advisory
Ohio
$497K -$30.8K -232 -6%
FHA
1094
Flagship Harbor Advisors
Massachusetts
$496K -$4.78K -36 -1%
QWP
1095
Quotient Wealth Partners
Texas
$491K +$491K +3,693 New
PA
1096
Parallel Advisors
California
$490K -$31.9K -240 -6%
QWM
1097
Quadcap Wealth Management
Texas
$490K +$490K +3,689 New
SOS
1098
Silver Oak Securities
Tennessee
$487K +$160K +1,206 +49%
PFBT
1099
Parkside Financial Bank & Trust
Missouri
$486K -$8.24K -62 -2%
SCA
1100
Stonebridge Capital Advisors
Minnesota
$479K +$45.7K +344 +11%
42 43
44
45 46