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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 %
TF
1426
Tompkins Financial
New York
$104K +$104K +782 New
AIM
1427
Arcadia Investment Management
Michigan
$104K +$38K +286 +58%
RIL
1428
Rothschild Investment LLC
Illinois
$95.9K +$95.9K +722 New
WAM
1429
WFA Asset Management
Wisconsin
$94.6K -$2.66K -20 -3%
BONH
1430
Bank of New Hampshire
New Hampshire
$94.3K – – –
C
1431
Covestor
United Kingdom
$93K -$133 -1 -0.1%
GITFIT
1432
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$93K – – –
Kayne Anderson Rudnick Investment Management
1433
Kayne Anderson Rudnick Investment Management
California
$92.2K +$7.84K +59 +9%
TSW
1434
Thompson Siegel & Walmsley
Virginia
$88K – – –
MFG
1435
Mendota Financial Group
Wisconsin
$87.9K -$34.1K -257 -28%
MSWM
1436
McGlone Suttner Wealth Management
Wisconsin
$87K +$87K +655 New
VWM
1437
Valley Wealth Managers
New Jersey
$84.4K – – –
HT
1438
Headlands Technologies
Illinois
$84.1K -$21.8K -164 -21%
GTAM
1439
Global Trust Asset Management
Florida
$80.5K – – –
FPB
1440
First PREMIER Bank
South Dakota
$80K – – –
TCWA
1441
Turtle Creek Wealth Advisors
Texas
$78.8K +$78.8K +593 New
MCM
1442
MV Capital Management
Maryland
$78.6K +$133 +1 +0.2%
GIA
1443
GHP Investment Advisors
Colorado
$77.6K -$19.4K -146 -20%
EBA
1444
Eagle Bay Advisors
New York
$76.6K -$1.33K -10 -2%
BHWM
1445
Bay Harbor Wealth Management
Maryland
$75.9K +$133 +1 +0.2%
AWM
1446
AllSquare Wealth Management
New York
$73.7K – – –
PO
1447
Private Ocean
California
$72.1K – – –
PSB
1448
Piscataqua Savings Bank
New Hampshire
$66.6K – – –
HC
1449
Hoese & Co
Minnesota
$66.3K – – –
OA
1450
Operose Advisors
Wisconsin
$65.6K -$318K -2,396 -83%
56 57
58
59 60