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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 %
CPIG
1151
Chicago Partners Investment Group
Illinois
$281K -$16.9K -144 -6%
WA
1152
WBH Advisory
Maryland
$281K +$281K +2,486 New
GIA
1153
Gladstone Institutional Advisory
Florida
$280K -$3.73K -33 -1%
VVP
1154
Venture Visionary Partners
Ohio
$280K -$2.26K -20 -0.8%
MWM
1155
Modera Wealth Management
New Jersey
$280K +$11.6K +103 +4%
PI
1156
PFG Investments
New York
$278K +$278K +2,463 New
MFS
1157
Mirabella Financial Services
United Kingdom
$278K +$278K +2,462 New
CPIA
1158
Cornell Pochily Investment Advisors
New York
$277K -$17K -150 -6%
RIA
1159
Realta Investment Advisors
Delaware
$277K -$83K -734 -23%
JCM
1160
Janney Capital Management
Pennsylvania
$276K -$4.98K -44 -2%
PCS
1161
Personal CFO Solutions
New Jersey
$274K -$339 -3 -0.1%
PP
1162
PDS Planning
Ohio
$274K +$274K +2,423 New
BJL
1163
Brighton Jones LLC
Washington
$274K +$33.8K +299 +14%
AF
1164
Arrow Financial
New York
$271K – – –
CG
1165
Corundum Group
Colorado
$271K – – –
MSFP
1166
Mark Sheptoff Financial Planning
Connecticut
$269K – – –
WCF
1167
West Coast Financial
California
$267K – – –
TC
1168
Truvestments Capital
Florida
$266K +$70.6K +625 +36%
AF
1169
Allworth Financial
California
$266K +$65.4K +579 +33%
FCP
1170
Fidelis Capital Partners
Florida
$265K +$265K +2,206 New
PWS
1171
Peterson Wealth Services
Utah
$265K -$16.1K -142 -6%
OWA
1172
One Wealth Advisors
California
$263K +$102K +901 +63%
SFS
1173
Sowell Financial Services
Arkansas
$262K +$262K +2,317 New
MSE
1174
MUFG Securities EMEA
United Kingdom
$261K -$15.9M -141,040 -98%
AWM
1175
Accurate Wealth Management
Florida
$260K -$1.58M -13,881 -86%
45 46
47
48 49