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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 %
CA
1226
Claro Advisors
Massachusetts
$220K -$4.18K -37 -2%
WMA
1227
Wealth Management Associates
New Jersey
$219K +$219K +1,938 New
FBA
1228
Front Barnett Associates
Illinois
$219K +$219K +1,940 New
CS
1229
Comerica Securities
Michigan
$218K +$11.3K +100 +5%
HCM
1230
Hengehold Capital Management
Ohio
$217K +$217K +1,923 New
SIG
1231
Sargent Investment Group
Maryland
$217K +$217K +1,920 New
BCFD
1232
Boit C.F. David
$217K – – –
RCA
1233
Resonant Capital Advisors
Wisconsin
$216K +$216K +1,911 New
CWP
1234
Curated Wealth Partners
California
$216K +$216K +1,910 New
CFG
1235
CKW Financial Group
Hawaii
$215K – – –
HC
1236
Hourglass Capital
Texas
$215K +$215K +1,900 New
PWMAG
1237
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$214K +1,891 New
BTI
1238
Blue Trust Inc
Georgia
$213K +$19.3K +191 +10%
HWAM
1239
Hennion & Walsh Asset Management
New Jersey
$212K -$869K -7,690 -80%
CCA
1240
Clearwater Capital Advisors
Illinois
$211K -$102K -900 -32%
CC
1241
Courier Capital
New York
$211K -$29.4K -260 -12%
PCP
1242
Proficio Capital Partners
Massachusetts
$210K -$23.6K -209 -10%
BFPW
1243
BOK Financial Private Wealth
Colorado
$209K – – –
EM
1244
Excalibur Management
Massachusetts
$208K +$208K +1,844 New
JCIA
1245
Jackson Creek Investment Advisors
Colorado
$208K +$208K +1,837 New
LPAM
1246
Lodestar Private Asset Management
California
$207K +$207K +1,830 New
KWM
1247
KFG Wealth Management
Indiana
$206K +$206K +1,781 New
CFP
1248
Catalyst Financial Partners
Massachusetts
$206K +$206K +1,822 New
LFA
1249
Legacy Financial Advisors
Kentucky
$205K +$205K +1,815 New
CF
1250
Corrigan Financial
Rhode Island
$204K -$20.3K -180 -9%
48 49
50
51 52