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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 %
NSCM
101
New South Capital Management
Tennessee
$85.3M -$5.04M -39,971 -6%
SAM
102
Southeastern Asset Management
Tennessee
$84M -$14.8M -117,499 -15%
CCM
103
Causeway Capital Management
California
$82.2M -$4.27M -33,825 -5%
MAM
104
Madison Asset Management
Wisconsin
$81.6M -$5.49M -43,484 -6%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$80.6M -$131K -1,039 -0.2%
NC
106
NZS Capital
Colorado
$79.9M +$3.66M +29,039 +5%
BHIA
107
Birch Hill Investment Advisors
Massachusetts
$79.7M +$1.56M +12,329 +2%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$79.2M +$41.8M +331,130 +112%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$78.7M -$560K -4,440 -0.7%
Millennium Management
110
Millennium Management
New York
$78.5M +$30.5M +242,049 +64%
CAG
111
Crestwood Advisors Group
Massachusetts
$77.8M -$5.89M -46,656 -7%
MAMU
112
Marathon Asset Management (UK)
United Kingdom
$74.9M -$7.92M -62,786 -10%
Prudential Financial
113
Prudential Financial
New Jersey
$74.8M +$3.68M +29,174 +5%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$72M -$30.5K -242 -0%
TG
115
TCW Group
California
$71.8M +$14M +110,731 +24%
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$70.8M -$51.5M -409,093 -42%
CIP
117
Cornerstone Investment Partners
Georgia
$70.4M +$2.39M +18,981 +4%
AAIS
118
ABN AMRO Investment Solutions
$70.4M +$1.74M +13,773 +3%
CB
119
Commerce Bank
Missouri
$69.6M +$2.68M +21,253 +4%
Canada Life
120
Canada Life
Manitoba, Canada
$69M -$2.6M -20,495 -4%
Corient Private Wealth
121
Corient Private Wealth
Florida
$67.9M +$27.4M +217,277 +68%
Capital Research Global Investors
122
Capital Research Global Investors
California
$67.7M – – –
PTC
123
Provident Trust Company
Wisconsin
$66.8M +$65.2M +516,710 +3,919%
SL
124
Summitry LLC
California
$66.8M -$10.4M -82,551 -13%
MPIA
125
Mountain Pacific Investment Advisers
Idaho
$65.7M -$54K -428 -0.1%
3 4
5
6 7