FI icon

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 %
LC
1201
LCNB Corp
Ohio
$241K -$5.65K -50 -2%
FM
1202
Foster & Motley
Ohio
$239K +$239K +2,111 New
CNBT
1203
Canandaigua National Bank & Trust
New York
$238K +$238K +2,106 New
UCI
1204
Uncommon Cents Investing
Wisconsin
$237K – – –
AC
1205
Allstate Corporation
Illinois
$235K -$3.03M -26,788 -93%
LI
1206
LVZ Inc
Michigan
$234K +$7.35K +65 +3%
DBG
1207
De Burlo Group
Massachusetts
$233K – – –
PWP
1208
Phillips Wealth Planners
Mississippi
$232K -$850 -7 -0.4%
HTC
1209
Haverford Trust Company
Pennsylvania
$232K +$232K +2,055 New
PL
1210
Perpetual Ltd
Australia
$232K +$232K +2,055 New
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$232K +$25K +221 +12%
BWP
1212
BSW Wealth Partners
Colorado
$231K +$231K +2,045 New
BFO
1213
Biltmore Family Office
North Carolina
$231K -$113 -1 -0%
SXL
1214
Summit X LLC
Missouri
$229K +$229K +2,026 New
TCOT
1215
Trust Company of Toledo
Ohio
$229K +$229K +2,023 New
BWM
1216
Baron Wealth Management
Michigan
$228K -$90.2K -798 -28%
FMP
1217
Financial Management Professionals
Texas
$228K -$6.23K -55 -3%
CHP
1218
Cable Hill Partners
Oregon
$227K +$227K +2,010 New
KMWM
1219
Keudell/Morrison Wealth Management
Oregon
$227K +$2.15K +19 +1%
WWM
1220
Western Wealth Management
Colorado
$226K – – –
CM
1221
Castleark Management
Illinois
$226K – – –
GA
1222
Goldstein Advisors
Wisconsin
$225K -$2.49K -22 -1%
PB
1223
Pinnacle Bancorp
Nebraska
$225K -$62.8K -556 -22%
OMC
1224
Old Mission Capital
Illinois
$224K +$224K +1,986 New
EFSCE
1225
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$4.3K -38 -2%
47 48
49
50 51