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Fiserv
FI

Overview Fund Activity

1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
2
Capital World Investors
Capital World Investors
California
+$277M
3
ESCM
Echo Street Capital Management
New York
+$254M
4
Holocene Advisors
Holocene Advisors
New York
+$157M
5
PC
PointState Capital
New York
+$156M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$537M
2
Harris Associates
Harris Associates
Illinois
-$236M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$221M
4
VAM
Veritas Asset Management
United Kingdom
-$197M
5
Lazard Asset Management
Lazard Asset Management
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$65.5M -$587K -4,650 -0.9%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$62.4M -$3.28M -25,992 -5%
NC
128
Nicholas Company
Wisconsin
$62.3M – – –
HF
129
HRT Financial
New York
$61.5M +$61.5M +487,283 New
BMO
130
Beck Mack & Oliver
New York
$60.9M -$37.2K -295 -0.1%
SCA
131
STALEY CAPITAL ADVISERS
Pennsylvania
$60.3M -$1.31M -10,357 -2%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$59.9M -$686K -5,441 -1%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$59.6M +$4.09M +32,427 +7%
CA
134
Cortland Associates
Missouri
$58.9M +$9.11M +72,198 +18%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$58.7M +$58.7M +465,049 New
WFMPM
136
Woodley Farra Manion Portfolio Management
Indiana
$58.6M +$210K +1,668 +0.4%
LCOV
137
London Company of Virginia
Virginia
$58.5M -$2.07M -16,381 -3%
SC
138
Schubert & Co
Texas
$57M -$2.74M -21,755 -5%
CCM
139
Compass Capital Management
Minnesota
$56.7M -$889K -7,051 -2%
CLG
140
Cooperman Leon G
$56.1M – – –
NC
141
Nitorum Capital
New York
$55M – – –
MC
142
MIG Capital
California
$52.8M – – –
Victory Capital Management
143
Victory Capital Management
Texas
$52.7M -$12.9M -101,959 -20%
ACM
144
Alta Capital Management
Utah
$51.7M -$2M -15,878 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51.4M -$110M -869,458 -68%
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$51.1M +$1.76M +13,945 +4%
CPH
147
C Partners Holding
Switzerland
$51M -$1.9M -15,049 -4%
ABC
148
Associated Banc-Corp
Wisconsin
$48.9M +$4.26M +33,760 +10%
MIS
149
Morningstar Investment Services
Illinois
$48.1M -$963K -7,776 -2%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$48.1M +$3.15M +24,993 +7%
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