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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 %
SWA
1251
Sax Wealth Advisors
New Jersey
$305K – – –
RPWA
1252
Regent Peak Wealth Advisors
Georgia
$305K +$664 +5 +0.2%
WCF
1253
West Coast Financial
California
$304K – – –
PCOC
1254
Power Corp of Canada
Canada
$304K – – –
PPWP
1255
Premier Path Wealth Partners
New Jersey
$304K +$304K +2,289 New
HFM
1256
Harvest Fund Management
China
$304K +$72.9K +548 +32%
LNC
1257
Lincoln National Corp
Pennsylvania
$301K +$301K +2,264 New
OWA
1258
One Wealth Advisors
California
$300K +$3.59K +27 +1%
DWM
1259
Dogwood Wealth Management
Kansas
$297K +$297K +2,234 New
Fisher Asset Management
1260
Fisher Asset Management
Washington
$296K +$296K +2,231 New
FWM
1261
Fairhaven Wealth Management
Illinois
$296K +$930 +7 +0.3%
CFFP
1262
Center for Financial Planning
Michigan
$296K – – –
FPAS
1263
Focus Partners Advisor Solutions
Missouri
$296K +$11.4K +86 +4%
GIM
1264
Greenwich Investment Management
Connecticut
$295K -$10.5K -79 -3%
AWA
1265
Arete Wealth Advisors
Illinois
$294K -$3.59K -27 -1%
SAG
1266
SageView Advisory Group
California
$292K +$292K +2,030 New
CCFCSB
1267
Cape Cod Five Cents Savings Bank
Massachusetts
$291K -$473K -3,559 -62%
DWM
1268
Dakota Wealth Management
Florida
$290K +$290K +2,185 New
DWM
1269
Dechtman Wealth Management
Colorado
$290K – – –
CFG
1270
Cooper Financial Group
California
$289K -$1.59K -12 -0.5%
IWM
1271
IHT Wealth Management
Illinois
$284K +$398 +3 +0.1%
CNBT
1272
Canandaigua National Bank & Trust
New York
$283K – – –
KFS
1273
Kaizen Financial Strategies
California
$283K -$133 -1 -0%
SMA
1274
Sage Mountain Advisors
Georgia
$283K +$15.8K +119 +6%
CPIG
1275
Chicago Partners Investment Group
Illinois
$283K -$16.5K -118 -6%
49 50
51
52 53