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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 %
MCM
1301
MV Capital Management
Maryland
$71.3K +$14.4K +127 +25%
Kayne Anderson Rudnick Investment Management
1302
Kayne Anderson Rudnick Investment Management
California
$70.9K -$239K -2,111 -77%
DMBA
1303
Deseret Mutual Benefit Administrators
Utah
$69.5K – – –
BHWM
1304
Bay Harbor Wealth Management
Maryland
$68.5K -$14.1K -125 -17%
GTAM
1305
Global Trust Asset Management
Florida
$68.5K +$678 +6 +1%
HC
1306
Hoese & Co
Minnesota
$67.7K – – –
IRC
1307
Investors Research Corp
Georgia
$67.6K – – –
FAM
1308
Fred Alger Management
New York
$67.3K -$7.35K -65 -10%
HIIFS
1309
Harel Insurance Investments & Financial Services
Israel
$67K +$67K +593 New
EBA
1310
Eagle Bay Advisors
New York
$65.7K -$904 -8 -1%
ZB
1311
Zions Bancorporation
Utah
$65K -$5.99K -53 -8%
AWM
1312
AllSquare Wealth Management
New York
$62.7K -$12K -106 -16%
PSB
1313
Piscataqua Savings Bank
New Hampshire
$62.1K -$6.33K -56 -9%
PO
1314
Private Ocean
California
$61.4K -$12.1K -107 -16%
ORAM
1315
One River Asset Management
Connecticut
$61K +$61K +540 New
LFG
1316
Larson Financial Group
Missouri
$60.2K – – –
JIR
1317
James Investment Research
Ohio
$59K +$59K +525 New
WPA
1318
West Paces Advisors
Georgia
$57K +$50.9K +450 +833%
AIM
1319
Arcadia Investment Management
Michigan
$56K – – –
FCA
1320
FinTrust Capital Advisors
South Carolina
$55.7K – – –
LWANC
1321
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.7K +$11.9K +105 +31%
MWC
1322
MBM Wealth Consultants
Missouri
$48K – – –
ME
1323
McIlrath & Eck
Washington
$47.4K +$3.84K +34 +9%
RFA
1324
Resurgent Financial Advisors
Georgia
$45.9K -$36.6K -324 -44%
AI
1325
AXS Investments
New York
$45.8K -$1.23M -10,883 -96%
51 52
53
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