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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 %
Brown Advisory
101
Brown Advisory
Maryland
$74.1M +$16.6M +146,796 +29%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$74M +$64.9M +4,466,636 +716%
SC
103
Samlyn Capital
New York
$73.4M +$73.4M +649,463 New
Citigroup
104
Citigroup
New York
$72.5M -$14.6M -129,279 -17%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$72.3M -$519K -4,590 -0.7%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$71M -$335K -2,961 -0.5%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$70.2M +$70.2M +620,655 New
BHIA
108
Birch Hill Investment Advisors
Massachusetts
$70M +$187K +1,656 +0.3%
SL
109
Summitry LLC
California
$69.2M -$1.1M -9,753 -2%
NC
110
NZS Capital
Colorado
$68.3M +$23.9M +211,081 +54%
Bank Julius Baer & Co
111
Bank Julius Baer & Co
Switzerland
$64.5M +$2.52M +22,324 +4%
APG Asset Management
112
APG Asset Management
Netherlands
$64.1M -$12.3M -117,842 -16%
Canada Life
113
Canada Life
Manitoba, Canada
$63.9M +$3.29M +29,061 +5%
AAIS
114
ABN AMRO Investment Solutions
$61.5M +$61.5M +543,974 New
CIP
115
Cornerstone Investment Partners
Georgia
$60.9M -$3.74M -33,076 -6%
Capital Research Global Investors
116
Capital Research Global Investors
California
$60.7M – – –
BG
117
Baupost Group
Massachusetts
$60.3M -$166M -1,469,009 -73%
CB
118
Commerce Bank
Missouri
$60M +$4.11M +36,393 +7%
Mitsubishi UFJ Asset Management
119
Mitsubishi UFJ Asset Management
Japan
$59.2M +$5.24M +46,381 +10%
MPIA
120
Mountain Pacific Investment Advisers
Idaho
$58.9M -$566K -5,005 -1%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$58.8M +$24.5M +216,915 +71%
Victory Capital Management
122
Victory Capital Management
Texas
$58.7M -$1.2M -10,660 -2%
Prudential Financial
123
Prudential Financial
New Jersey
$56.3M +$656K +6,573 +1%
NC
124
Nicholas Company
Wisconsin
$55.8M – – –
Axa
125
Axa
France
$55.4M -$5.78M -51,172 -9%
3 4
5
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