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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 %
GIM
1176
Greenwich Investment Management
Connecticut
$260K – – –
RDWM
1177
Red Door Wealth Management
Tennessee
$260K +$260K +2,296 New
PI
1178
Putnam Investments
Massachusetts
$259K +$4.75K +42 +2%
WEG
1179
World Equity Group
Illinois
$259K +$93.4K +2,485 +57%
RPWA
1180
Regent Peak Wealth Advisors
Georgia
$258K +$791 +7 +0.3%
GI
1181
Gradient Investments
Minnesota
$257K +$11.3K +100 +5%
GWSG
1182
GPS Wealth Strategies Group
Colorado
$257K +$257K +2,272 New
MW
1183
Marcum Wealth
Ohio
$255K +$5.43K +48 +2%
ACP
1184
Aveo Capital Partners
Colorado
$254K – – –
SC
1185
Sepio Capital
Utah
$253K -$565 -5 -0.2%
HS
1186
Horan Securities
United States
$253K +$6.22K +55 +3%
First Manhattan
1187
First Manhattan
New York
$253K +$30.3K +268 +14%
CFFP
1188
Center for Financial Planning
Michigan
$252K +$49.2K +435 +24%
OPA
1189
Old Port Advisors
Maine
$252K -$21.1K -184 -8%
JCM
1190
Jacobsen Capital Management
Utah
$251K -$1.84M -16,279 -88%
IFU
1191
iSAM Funds (UK)
United Kingdom
$250K +$250K +2,212 New
PFS
1192
Physicians Financial Services
North Carolina
$250K -$5.64K -50 -2%
CWM
1193
Congress Wealth Management
Massachusetts
$250K -$36.3K -321 -13%
HIC
1194
Holderness Investments Company
North Carolina
$249K – – –
WP
1195
WealthPLAN Partners
Nebraska
$249K -$42.3K -374 -15%
PIM
1196
Penobscot Investment Management
Massachusetts
$249K – – –
AP
1197
Appleton Partners
Massachusetts
$248K -$29K -256 -10%
GP
1198
Girard Partners
Pennsylvania
$247K -$81.2K -718 -25%
SMA
1199
Sage Mountain Advisors
Georgia
$247K +$247K +2,183 New
OCM
1200
Osterweis Capital Management
California
$244K – – –
46 47
48
49 50