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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 %
SWA
1401
SOA Wealth Advisors
New York
$4.07K – – –
BEI
1402
Benjamin Edwards Inc
Missouri
$4K – – –
SIC
1403
SJS Investment Consulting
Ohio
$3.84K +$678 +6 +21%
GFPC
1404
Global Financial Private Client
Florida
$3.84K – – –
TF
1405
Tompkins Financial
New York
$3.39K – – –
AAG
1406
Armstrong Advisory Group
Massachusetts
$3.39K – – –
DI
1407
Disciplined Investments
Oklahoma
$3.28K +$226 +2 +7%
TCA
1408
Trifecta Capital Advisors
Illinois
$3.17K – – –
WWM
1409
Wolff Wiese Magana
California
$2.83K – – –
TFM
1410
TFC Financial Management
Massachusetts
$2.6K +$1.02K +9 +64%
ECM
1411
Everence Capital Management
Indiana
$2.23K – – –
RG
1412
Retirement Group
California
$2K – – –
JWM
1413
Janiczek Wealth Management
Colorado
$1.97K – – –
LF
1414
Lee Financial
Texas
$1.81K -$905 -8 -33%
FCAS
1415
First Command Advisory Services
Texas
$1.7K +$1.7K +15 New
BBPWM
1416
Blue Bell Private Wealth Management
Pennsylvania
$1.13K -$2.83K -25 -71%
CWC
1417
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
NFSG
1418
Newbridge Financial Services Group
Florida
$1.13K – – –
CSC
1419
Caldwell Sutter Capital
California
$1.13K +$1.13K +10 New
BAM
1420
Baldrige Asset Management
Pennsylvania
$1K +$1K +11 New
DF
1421
DecisionPoint Financial
Arizona
$792 +$792 +7 New
MHR
1422
Matthew Hamilton Rosenberg
$678 – – –
RA
1423
Rise Advisors
New York
$452 +$452 +4 New
TWP
1424
TFO Wealth Partners
Ohio
$339 -$1.36K -12 -80%
HWP
1425
Highline Wealth Partners
California
$226 +$226 +2 New
55 56
57
58 59