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Fiserv
FI

Overview Fund Activity

1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
2
Capital World Investors
Capital World Investors
California
+$277M
3
ESCM
Echo Street Capital Management
New York
+$254M
4
Holocene Advisors
Holocene Advisors
New York
+$157M
5
PC
PointState Capital
New York
+$156M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$537M
2
Harris Associates
Harris Associates
Illinois
-$236M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$221M
4
VAM
Veritas Asset Management
United Kingdom
-$197M
5
Lazard Asset Management
Lazard Asset Management
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
1101
MMBG Investment Advisors
Florida
$394K -$12.6K -110 -3%
EWM
1102
Endurance Wealth Management
Rhode Island
$392K – – –
KFSC
1103
Keystone Financial Services (Colorado)
Colorado
$390K -$12.1K -96 -3%
CIC
1104
Carnegie Investment Counsel
Ohio
$390K +$2.65K +21 +0.7%
RP
1105
Riverbridge Partners
Minnesota
$389K – – –
KWM
1106
KFG Wealth Management
Indiana
$387K +$162K +1,287 +72%
NGA
1107
Naples Global Advisors
Florida
$384K +$3.79K +30 +1%
ETIA
1108
Epic Trust Investment Advisors
Washington
$384K -$78K -618 -17%
PCM
1109
Pointe Capital Management
Michigan
$384K -$8.45K -67 -2%
LCGC
1110
Legacy Capital Group California
California
$382K +$18.2K +144 +5%
WCA
1111
Waypoint Capital Advisors
Minnesota
$381K +$2.9K +23 +0.8%
BFM
1112
Boston Financial Management
Massachusetts
$381K -$57.8K -458 -13%
RWM
1113
Ritholtz Wealth Management
New York
$380K +$42.4K +336 +13%
MA
1114
MONECO Advisors
Connecticut
$380K -$378 -3 -0.1%
WTC
1115
WhitTier Trust Company
Nevada
$379K +$3.15K +25 +0.8%
FNFDCM
1116
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$377K -$12.6K -100 -3%
YIA
1117
YHB Investment Advisors
Connecticut
$376K -$83K -658 -18%
JWM
1118
JGP Wealth Management
Oregon
$374K – – –
ACM
1119
Advisors Capital Management
New Jersey
$373K -$23.9K -190 -6%
PP
1120
Pegasus Partners
Wisconsin
$368K – – –
AR
1121
Advisory Research
Illinois
$368K +$368K +2,918 New
PAM
1122
Paradigm Asset Management
New York
$366K -$1.63M -12,900 -82%
WA
1123
Wambolt & Associates
Colorado
$363K -$41.8K -331 -10%
CWM
1124
Congress Wealth Management
Massachusetts
$362K +$83.5K +662 +30%
FC
1125
Forte Capital
New York
$361K -$37.8K -300 -9%
43 44
45
46 47