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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 %
CA
1301
Claro Advisors
Massachusetts
$264K +$1.99K +15 +0.8%
WFI
1302
West Family Investments
California
$263K +$5.05K +38 +2%
OPA
1303
Old Port Advisors
Maine
$262K -$4.78K -36 -2%
EFG
1304
Everhart Financial Group
Ohio
$262K +$14.7K +111 +6%
LAM
1305
L2 Asset Management
Massachusetts
$261K +$202K +1,524 +344%
AMM
1306
American Money Management
California
$261K – – –
SIG
1307
Sargent Investment Group
Maryland
$260K +$1.33K +10 +0.5%
GIA
1308
Gateway Investment Advisers
Ohio
$259K -$21.7K -163 -8%
AWM
1309
Angeles Wealth Management
California
$259K +$2.52K +19 +1%
SIA
1310
Spectrum Investment Advisors
Wisconsin
$258K +$258K +1,943 New
KFSC
1311
Keystone Financial Services (Colorado)
Colorado
$258K -$399 -3 -0.2%
WMA
1312
Wealth Management Associates
New Jersey
$257K – – –
LC
1313
LCNB Corp
Ohio
$256K – – –
EFS
1314
Essex Financial Services
Connecticut
$255K +$255K +1,918 New
SB
1315
Strategic Blueprint
Georgia
$254K +$5.45K +41 +2%
MAG
1316
M3 Advisory Group
Massachusetts
$254K +$254K +1,913 New
HWAM
1317
Hennion & Walsh Asset Management
New Jersey
$253K +$253K +1,906 New
CA
1318
CoreCap Advisors
Michigan
$253K +$253K +1,903 New
PCTC
1319
Perkins Coie Trust Company
Washington
$253K -$1.59K -12 -0.6%
PWM
1320
Perigon Wealth Management
California
$252K -$3.45K -26 -1%
CFG
1321
CKW Financial Group
Hawaii
$252K – – –
GM
1322
GeoWealth Management
Illinois
$251K +$151K +1,133 +150%
GA
1323
Goldstein Advisors
Wisconsin
$251K -$13.2K -99 -5%
T
1324
TOBAM
France
$248K -$112K -841 -31%
MW
1325
Marcum Wealth
Ohio
$248K -$35.1K -264 -12%
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