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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 %
SAM
1126
Smartleaf Asset Management
Massachusetts
$435K +$435K +3,313 New
MA
1127
MONECO Advisors
Connecticut
$434K +$35.6K +268 +9%
MC
1128
Matisse Capital
Oregon
$431K – – –
BCM
1129
Becker Capital Management
Oregon
$430K -$22.2K -167 -5%
WEG
1130
World Equity Group
Illinois
$430K -$112K -846 -21%
FNBOMD
1131
First National Bank of Mount Dora
Florida
$429K -$107K -806 -20%
RWM
1132
Ritholtz Wealth Management
New York
$427K +$30.6K +230 +8%
NGA
1133
Naples Global Advisors
Florida
$427K -$6.24K -47 -1%
WIS
1134
Wright Investors Service
Connecticut
$427K -$2.79K -21 -0.6%
AF
1135
Allworth Financial
California
$425K +$50.5K +380 +13%
MAM
1136
Marotta Asset Management
Virginia
$425K – – –
SIM
1137
Sentry Investment Management
Wisconsin
$425K -$45.6K -343 -10%
ILI
1138
Invesco LLC (Illinois)
Illinois
$424K -$6.78K -51 -2%
CL
1139
COWA LLC
Oklahoma
$423K – – –
RDWM
1140
Red Door Wealth Management
Tennessee
$422K -$7.31K -55 -2%
OHWP
1141
Oak Harbor Wealth Partners
North Carolina
$418K -$149K -1,124 -26%
LCGC
1142
Legacy Capital Group California
California
$417K +$14.6K +110 +4%
CT
1143
Clearstead Trust
Maine
$415K – – –
AR
1144
Apeiron RIA
Texas
$413K -$13.9K -105 -3%
PCM
1145
Pointe Capital Management
Michigan
$413K +$6.11K +46 +2%
CM
1146
Capula Management
Cayman Islands
$413K +$413K +3,111 New
TCM
1147
Teza Capital Management
Illinois
$411K -$5.4M -40,658 -93%
OR
1148
Olympiad Research
Connecticut
$410K +$410K +3,088 New
RP
1149
Riverbridge Partners
Minnesota
$409K – – –
PJSIMP
1150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K -$5.65K -40 -1%
44 45
46
47 48