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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 %
SWP
1126
Strategic Wealth Partners
Ohio
$300K +$35.6K +315 +13%
SCM
1127
Sandler Capital Management
New York
$300K – – –
WP
1128
WMS Partners
Maryland
$298K -$84.4K -747 -22%
NF
1129
Norwood Financial
Pennsylvania
$297K – – –
HBW
1130
Hazlett, Burt & Watson
West Virginia
$296K – – –
MHC
1131
Meyer Handelman Company
New York
$294K – – –
IECM
1132
Intrinsic Edge Capital Management
Illinois
$294K – – –
GIA
1133
Gateway Investment Advisers
Ohio
$293K -$28.1K -249 -9%
CT
1134
Colonial Trust
South Carolina
$293K -$5.77K -51 -2%
CCM
1135
Carlson Capital Management
Minnesota
$293K +$11.1K +98 +4%
ISL
1136
Ingalls & Snyder LLC
New York
$290K -$34.1K -302 -11%
HFG
1137
Heron Financial Group
New York
$290K -$3.96K -35 -1%
ECG
1138
Edge Capital Group
Georgia
$289K +$289K +2,560 New
RCM
1139
Raleigh Capital Management
North Carolina
$289K +$34.6K +306 +14%
CFO
1140
CVA Family Office
Colorado
$289K +$16.8K +149 +6%
LIM
1141
Leavell Investment Management
Alabama
$288K – – –
EF
1142
Empowered Funds
Pennsylvania
$288K +$288K +2,548 New
NB
1143
Northwest Bancshares
Pennsylvania
$287K – – –
PWPS
1144
Pinnacle Wealth Planning Services
Ohio
$287K – – –
HFM
1145
Harvest Fund Management
China
$286K +$186K +1,643 +185%
CWA
1146
CM Wealth Advisors
Ohio
$285K – – –
ACM
1147
Allred Capital Management
Texas
$284K +$284K +2,517 New
DAS
1148
Dynamic Advisor Solutions
Arizona
$284K -$28.7K -254 -9%
EDRH
1149
Edmond de Rothschild Holding
Switzerland
$283K – – –
LA
1150
Latitude Advisors
Florida
$282K -$565 -5 -0.2%
44 45
46
47 48