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Fiserv
FI

Overview Fund Activity

1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
2
Capital World Investors
Capital World Investors
California
+$277M
3
ESCM
Echo Street Capital Management
New York
+$254M
4
Holocene Advisors
Holocene Advisors
New York
+$157M
5
PC
PointState Capital
New York
+$156M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$537M
2
Harris Associates
Harris Associates
Illinois
-$236M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$221M
4
VAM
Veritas Asset Management
United Kingdom
-$197M
5
Lazard Asset Management
Lazard Asset Management
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
1201
Physicians Financial Services
North Carolina
$279K – – –
SMA
1202
Sage Mountain Advisors
Georgia
$278K +$2.65K +21 +1%
JCM
1203
Jacobsen Capital Management
Utah
$278K -$2.27K -18 -0.8%
CFG
1204
Cooper Financial Group
California
$276K -$220K -1,747 -44%
VI
1205
Versor Investments
New York
$276K +$276K +2,188 New
DWM
1206
Dechtman Wealth Management
Colorado
$276K +$276K +2,188 New
KFS
1207
Kaizen Financial Strategies
California
$274K +$274K +2,148 New
ARC
1208
Advisor Resource Council
Texas
$273K +$273K +2,161 New
MW
1209
Marcum Wealth
Ohio
$270K -$14.3K -113 -5%
CNBT
1210
Canandaigua National Bank & Trust
New York
$269K +$3.41K +27 +1%
QT
1211
Quantamental Technologies
New York
$268K +$268K +2,125 New
SXL
1212
Summit X LLC
Missouri
$267K +$11.9K +94 +5%
KMWM
1213
Keudell/Morrison Wealth Management
Oregon
$267K +$13.8K +109 +5%
CFP
1214
Catalyst Financial Partners
Massachusetts
$267K +$36.7K +291 +16%
BWM
1215
Baron Wealth Management
Michigan
$266K +$11.2K +89 +4%
SOS
1216
Silver Oak Securities
Tennessee
$265K +$265K +2,103 New
UCI
1217
Uncommon Cents Investing
Wisconsin
$265K – – –
AC
1218
Allstate Corporation
Illinois
$262K – – –
RCA
1219
Resonant Capital Advisors
Wisconsin
$262K +$20.7K +164 +9%
DBG
1220
De Burlo Group
Massachusetts
$260K – – –
KWA
1221
Kingswood Wealth Advisors
California
$260K +$260K +2,060 New
FMP
1222
Financial Management Professionals
Texas
$257K +$2.78K +22 +1%
OSNBOA
1223
Old Second National Bank of Aurora
Illinois
$255K -$2.47M -19,570 -91%
TCOT
1224
Trust Company of Toledo
Ohio
$255K – – –
AWA
1225
Arete Wealth Advisors
Illinois
$255K -$127K -1,009 -33%
47 48
49
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