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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 %
BJL
1226
Brighton Jones LLC
Washington
$324K +$6.91K +52 +2%
CCA
1227
Childress Capital Advisors
Texas
$323K -$66.8K -503 -17%
FA
1228
FDx Advisors
Illinois
$323K -$7.57K -57 -2%
PWS
1229
Peterson Wealth Services
Utah
$321K +$6.78K +51 +2%
AWM
1230
Avitas Wealth Management
California
$321K -$1.99K -15 -0.6%
CWA
1231
CM Wealth Advisors
Ohio
$320K – – –
ACM
1232
Allred Capital Management
Texas
$319K -$664 -5 -0.2%
CG
1233
Corundum Group
Colorado
$319K – – –
HCM
1234
Hengehold Capital Management
Ohio
$316K +$23.6K +178 +8%
MSFP
1235
Mark Sheptoff Financial Planning
Connecticut
$316K – – –
ZIMP
1236
Zimmermann Investment Management & Planning
Pennsylvania
$314K +$314K +2,364 New
RCA
1237
Resonant Capital Advisors
Wisconsin
$314K +$17.8K +134 +6%
CII
1238
Capital International Inc
California
$313K +$6.38K +48 +2%
TCOT
1239
Trust Company of Toledo
Ohio
$312K -$80.5K -606 -21%
TC
1240
Truvestments Capital
Florida
$312K -$4.38K -33 -1%
SAM
1241
Seelaus Asset Management
New Jersey
$310K -$52.5K -395 -14%
WC
1242
Waterloo Capital
Texas
$309K +$309K +2,329 New
ACP
1243
Aveo Capital Partners
Colorado
$309K -$1.06K -8 -0.3%
I
1244
InceptionR
California
$309K -$946K -7,122 -75%
AF
1245
Arrow Financial
New York
$309K – – –
SIA
1246
Soltis Investment Advisors
Utah
$309K -$3.59K -27 -1%
PI
1247
PFG Investments
New York
$308K -$4.65K -35 -1%
MM
1248
MQS Management
New York
$308K -$283K -2,134 -48%
HS
1249
Horan Securities
United States
$308K -$664 -5 -0.2%
FI
1250
Fosun International
China
$307K – – –
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