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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 %
WTA
1251
Washington Trust Advisors
Massachusetts
$204K -$2.37K -21 -1%
IEFM
1252
IQ EQ Fund Management
Ireland
$203K +$203K +1,796 New
VCM
1253
Virtue Capital Management
Tennessee
$203K +$203K +1,714 New
BAM
1254
Berkshire Asset Management
Pennsylvania
$203K +$203K +1,792 New
CW
1255
CreativeOne Wealth
Kansas
$201K -$142K -1,253 -41%
WPWM
1256
Western Pacific Wealth Management
Illinois
$200K – – –
RIA
1257
Richwood Investment Advisors
Ohio
$200K +$200K +1,770 New
2L
1258
25 LLC
Missouri
$192K +$192K +1,604 New
TPCW
1259
TD Private Client Wealth
New York
$189K -$12.2K -108 -6%
PPC
1260
Park Place Capital
Alabama
$188K – – –
GITFIT
1261
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K +$186K +1,650 New
CWP
1262
Concord Wealth Partners
Virginia
$183K -$19.4K -172 -10%
AA
1263
Alta Advisers
United Kingdom
$181K – – –
SSB
1264
Sandy Spring Bank
Maryland
$180K – – –
SWA
1265
Sutton Wealth Advisors
Florida
$175K -$2.49K -22 -1%
BAM
1266
Bellevue Asset Management
Washington
$174K – – –
CFGS
1267
Concourse Financial Group Securities
Alabama
$173K -$3.62K -32 -2%
TCOV
1268
Trust Company of Vermont
Vermont
$171K -$6.67K -59 -4%
CSB
1269
City State Bank
Iowa
$169K – – –
PTC
1270
Private Trust Company
Ohio
$158K +$42.6K +377 +37%
NIMI
1271
Natixis Investment Managers International
France
$150K -$154K -1,366 -51%
AAM
1272
Advisors Asset Management
Colorado
$145K +$59.9K +530 +71%
IGWM
1273
ICA Group Wealth Management
Colorado
$144K -$72.9K -645 -34%
CA
1274
Crewe Advisors
Utah
$142K +$52K +460 +58%
QC
1275
Quent Capital
New York
$139K -$4.07K -36 -3%
49 50
51
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