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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFD
1301
Boit C.F. David
$209K – – –
EM
1302
Excalibur Management
Massachusetts
$208K – – –
PTC
1303
Petrus Trust Company
Texas
$208K – – –
ECG
1304
Edge Capital Group
Georgia
$207K – – –
LPAM
1305
Lodestar Private Asset Management
California
$207K – – –
CCB
1306
Cutter & Co Brokerage
Missouri
$206K -$9.6K -85 -4%
CI Investments Inc
1307
CI Investments Inc
Ontario, Canada
$205K +$6.21K +55 +3%
Legacy Financial Group (Iowa)
1308
Legacy Financial Group (Iowa)
Iowa
$204K +$204K +1,805 New
LAM
1309
L2 Asset Management
Massachusetts
$203K -$535K -1,169 -73%
SNBOSCI
1310
Security National Bank of Sioux City Iowa
Iowa
$202K – – –
AAMA
1311
Advanced Asset Management Advisors
Ohio
$201K +$201K +1,780 New
FA
1312
Fermata Advisors
California
$201K +$201K +1,775 New
PB
1313
Pinnacle Bancorp
Nebraska
$199K +$1.81K +16 +0.9%
HFM
1314
Harvest Fund Management
China
$196K – – –
CWP
1315
Concord Wealth Partners
Virginia
$193K -$7.23K -64 -4%
USB
1316
Union Savings Bank
Connecticut
$192K – – –
IAIM
1317
International Assets Investment Management
Florida
$191K +$191K +11,602 New
OSNBOA
1318
Old Second National Bank of Aurora
Illinois
$189K -$40K -354 -17%
SWM
1319
Sugarloaf Wealth Management
Georgia
$187K +$37.2K +329 +25%
AA
1320
Alta Advisers
United Kingdom
$181K – – –
WTA
1321
Washington Trust Advisors
Massachusetts
$179K +$1.58K +14 +0.9%
SWA
1322
Sutton Wealth Advisors
Florida
$179K +$4.07K +36 +2%
PPC
1323
Park Place Capital
Alabama
$175K -$226 -2 -0.1%
BAM
1324
Bellevue Asset Management
Washington
$174K – – –
CFGS
1325
Concourse Financial Group Securities
Alabama
$170K -$4.52K -40 -3%
51 52
53
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