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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 %
CT
1326
Cambridge Trust
Massachusetts
$45.4K – – –
IFS
1327
Intelligent Financial Strategies
Minnesota
$45.2K – – –
GAG
1328
Goodman Advisory Group
Massachusetts
$44.6K – – –
MG
1329
MilWealth Group
Wisconsin
$43.5K – – –
CCA
1330
Catalyst Capital Advisors
New York
$41.7K -$14.4K -127 -26%
TWM
1331
Tradition Wealth Management
Minnesota
$40K +$40K +356 New
WIM
1332
Westside Investment Management
California
$39.7K – – –
KM
1333
Kalos Management
Georgia
$39.1K +$39.1K +346 New
CAL
1334
Capital Advisors Ltd
Ohio
$38K – – –
Loomis, Sayles & Company
1335
Loomis, Sayles & Company
Massachusetts
$38K +$23.5K +206 +162%
KFP
1336
KB Financial Partners
New Jersey
$37K – – –
CP
1337
Castleview Partners
Texas
$35.5K +$339 +3 +1%
IWP
1338
IAG Wealth Partners
Wisconsin
$34.5K -$11.3K -100 -25%
FFA
1339
Farther Finance Advisors
California
$33K +$904 +8 +3%
DFCM
1340
Dark Forest Capital Management
Puerto Rico
$32K +$32K +283 New
VCM
1341
Versant Capital Management
Arizona
$31.6K – – –
HCP
1342
Hexagon Capital Partners
Arkansas
$31.2K -$2.94K -26 -9%
NC
1343
NewSquare Capital
Pennsylvania
$29.6K – – –
PWMG
1344
Prestige Wealth Management Group
New Jersey
$28.6K -$5.2K -46 -15%
BIA
1345
Bell Investment Advisors
California
$28.3K +$1.92K +17 +7%
MMG
1346
Monetary Management Group
Missouri
$28.3K -$283K -2,500 -91%
EARNEST Partners
1347
EARNEST Partners
Georgia
$27.8K – – –
CTA
1348
Colonial Trust Advisors
South Carolina
$27.1K -$4.63K -41 -15%
CH
1349
Canton Hathaway
Rhode Island
$27K – – –
SS
1350
Sunbelt Securities
Texas
$26.7K +$26.7K +236 New
52 53
54
55 56