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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 %
AR
1101
Apeiron RIA
Texas
$341K -$26.7K -236 -7%
NGA
1102
Naples Global Advisors
Florida
$341K -$52.1K -461 -13%
MA
1103
MONECO Advisors
Connecticut
$341K +$12.1K +107 +4%
WCA
1104
Waypoint Capital Advisors
Minnesota
$339K – – –
WTC
1105
WhitTier Trust Company
Nevada
$337K -$6.78K -60 -2%
JWM
1106
JGP Wealth Management
Oregon
$335K +$1.02K +9 +0.3%
SFO
1107
Stokes Family Office
Louisiana
$332K +$14.5K +128 +5%
PJSIMP
1108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$7.18K -60 -2%
PP
1109
Pegasus Partners
Wisconsin
$330K – – –
GW
1110
GW & Wade
Massachusetts
$328K -$35.7K -316 -10%
DA
1111
Drake & Associates
Wisconsin
$327K +$16.4K +145 +5%
LCGC
1112
Legacy Capital Group California
California
$326K +$326K +2,882 New
BFG
1113
Beacon Financial Group
Texas
$325K -$47.6K -419 -13%
FFA
1114
First Foundation Advisors
California
$324K -$250K -2,208 -44%
CFS
1115
CRA Financial Services
New Jersey
$321K – – –
GA
1116
Geller Advisors
New York
$320K +$41.3K +365 +15%
EFS
1117
Essex Financial Services
Connecticut
$320K -$37.4K -331 -10%
CT
1118
Clearstead Trust
Maine
$318K – – –
RWPA
1119
Richard W. Paul & Associates
Michigan
$311K -$46.2K -409 -13%
PFM
1120
Parsec Financial Management
North Carolina
$309K – – –
IMOV
1121
Investment Management of Virginia
Virginia
$309K – – –
PMEF
1122
Point72 Middle East FZE
United Arab Emirates
$306K +$290K +2,562 +1,804%
IIM
1123
Ipswich Investment Management
Massachusetts
$305K – – –
RWM
1124
Ritholtz Wealth Management
New York
$303K +$303K +2,677 New
PI
1125
PEAK6 Investments
Illinois
$302K +$302K +2,668 New
43 44
45
46 47