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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 %
BWM
1276
Baystate Wealth Management
Massachusetts
$133K – – –
GWS
1277
Glassman Wealth Services
Virginia
$131K -$72.5K -641 -36%
RMC
1278
Resources Management Corp
Connecticut
$130K -$4.86M -47,660 -97%
JFA
1279
JNBA Financial Advisors
Minnesota
$126K – – –
AP
1280
Atwood & Palmer
Missouri
$113K – – –
CLOS
1281
Compagnie Lombard Odier SCmA
Switzerland
$113K – – –
FPB
1282
First PREMIER Bank
South Dakota
$113K – – –
RTC
1283
Riverview Trust Company
Washington
$111K -$3.39K -30 -3%
WAM
1284
WFA Asset Management
Wisconsin
$108K – – –
OA
1285
Operose Advisors
Wisconsin
$107K -$62.2K -550 -37%
SWM
1286
Sugarloaf Wealth Management
Georgia
$103K +$103K +915 New
MIA
1287
Milestone Investment Advisors
Wisconsin
$98.6K +$98.6K +872 New
TLA
1288
Tanglewood Legacy Advisors
Texas
$98.6K – – –
SAI
1289
Systematic Alpha Investments
New Jersey
$95.4K +$95.4K +844 New
MFG
1290
Mendota Financial Group
Wisconsin
$95.2K – – –
C
1291
Covestor
United Kingdom
$94K +$12.6K +111 +15%
EWM
1292
Evermay Wealth Management
Virginia
$90.4K – – –
IUHSA
1293
Itau Unibanco Holding S.A.
Brazil
$90K -$155K -1,372 -63%
GIA
1294
GHP Investment Advisors
Colorado
$82.5K – – –
BONH
1295
Bank of New Hampshire
New Hampshire
$80.3K -$43K -380 -35%
CFB
1296
Cullen/Frost Bankers
Texas
$77.4K +$68.3K +604 +746%
TSW
1297
Thompson Siegel & Walmsley
Virginia
$77K – – –
OLVIG
1298
Oliver Lagore Vanvalin Investment Group
Michigan
$76.2K +$56.2K +497 +281%
TWA
1299
TCI Wealth Advisors
Arizona
$72.6K -$2.6K -23 -3%
VWM
1300
Valley Wealth Managers
New Jersey
$71.8K +$1.13K +10 +2%
50 51
52
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