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Fiserv
FI

Overview Fund Activity

1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.23B
2
Capital World Investors
Capital World Investors
California
+$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$272M
4
MIS
Morningstar Investment Services
Illinois
+$256M
5
Ameriprise
Ameriprise
Minnesota
+$205M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$563M
2
VH
ValueAct Holdings
California
-$446M
3
ESCM
Echo Street Capital Management
New York
-$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bridgewater Associates
Connecticut
$85.6M +$34M +256,159 +66%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$84.9M +$2.11M +15,877 +3%
BHIA
103
Birch Hill Investment Advisors
Massachusetts
$84.6M +$1.04M +7,807 +1%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$84.6M -$185M -1,391,558 -69%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$84.3M +$21.6M +161,750 +35%
CAG
106
Crestwood Advisors Group
Massachusetts
$84.2M +$894K +6,733 +1%
NSCM
107
New South Capital Management
Tennessee
$84M -$4.89M -36,821 -6%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$84M -$3.21M -24,137 -4%
Citadel Advisors
109
Citadel Advisors
Florida
$82.5M -$9.87M -74,303 -11%
SO
110
STRS Ohio
Ohio
$82.1M -$11.5M -86,864 -12%
BNP Paribas Asset Management
111
BNP Paribas Asset Management
France
$80.2M +$14.5M +109,282 +22%
Prudential Financial
112
Prudential Financial
New Jersey
$80.2M +$9.71M +73,292 +14%
AAIS
113
ABN AMRO Investment Solutions
$80.1M +$3.79M +28,501 +5%
Millennium Management
114
Millennium Management
New York
$79.4M -$37.8M -284,503 -32%
Point72 Asset Management
115
Point72 Asset Management
Connecticut
$78.3M +$37.2M +279,840 +90%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$78.3M +$3.02M +22,904 +4%
MAMU
117
Marathon Asset Management (UK)
United Kingdom
$77.3M +$1.99M +15,006 +3%
AQR Capital Management
118
AQR Capital Management
Connecticut
$76.5M +$22.7M +171,175 +42%
CB
119
Commerce Bank
Missouri
$75.9M +$1.57M +11,798 +2%
CIP
120
Cornerstone Investment Partners
Georgia
$73.6M -$944K -7,110 -1%
NC
121
NZS Capital
Colorado
$72.2M -$4.8M -36,108 -6%
CCM
122
Causeway Capital Management
California
$71.7M -$16.4M -123,180 -19%
SL
123
Summitry LLC
California
$71.4M +$18.9K +142 +0%
Capital Research Global Investors
124
Capital Research Global Investors
California
$71.3M – – –
MPIA
125
Mountain Pacific Investment Advisers
Idaho
$70.1M +$411K +3,093 +0.6%
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