FI icon

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 %
ADL
1376
Asset Dedication LLC
California
$12K +$4K +43 +50%
PFA
1377
Pathway Financial Advisers
Indiana
$10.7K – – –
DAM
1378
Delta Asset Management
Tennessee
$10.6K – – –
Parallax Volatility Advisers
1379
Parallax Volatility Advisers
California
$10.2K -$3.39K -30 -25%
AP
1380
Arlington Partners
Alabama
$9.72K -$25.9K -229 -73%
BSB
1381
Bangor Savings Bank
Maine
$9.61K – – –
AWM
1382
Abound Wealth Management
Tennessee
$9.27K +$3.84K +34 +71%
RI
1383
Ridgewood Investments
New Jersey
$8.79K +$8.79K +78 New
GFWA
1384
Grey Fox Wealth Advisors
Delaware
$8.59K +$8.59K +76 New
RTL
1385
Red Tortoise LLC
Georgia
$7.57K – – –
CB
1386
Centennial Bank
Arkansas
$7.23K -$373K -3,300 -98%
CB
1387
CNB Bank
Pennsylvania
$7.01K +$6.67K +59 +1,967%
HWM
1388
HighMark Wealth Management
Minnesota
$6.78K – – –
NIC
1389
Northwest Investment Counselors
Oregon
$6.44K – – –
TFGT
1390
TS Financial Group (TSFG)
Illinois
$6K – – –
HGERS
1391
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +51 New
AWM
1392
Activest Wealth Management
Florida
$5.77K +$5.77K +51 New
FWM
1393
Focused Wealth Management
New York
$5.65K – – –
FFL
1394
Financial Freedom LLC
Ohio
$5.65K – – –
CWA
1395
Clearview Wealth Advisors
Oregon
$5.65K +$2.26K +20 +67%
MA
1396
MCF Advisors
Kentucky
$5.65K +$2.37K +21 +72%
CCP
1397
Carmel Capital Partners
California
$5.65K +$5.65K +50 New
TIM
1398
Tortoise Investment Management
New York
$5.43K – – –
SSG
1399
Summit Securities Group
New York
$5K +$5K +40 New
BWL
1400
Bogart Wealth LLC
Virginia
$4.75K – – –
54 55
56
57 58