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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 %
HNB
126
Huntington National Bank
Ohio
$69.4M -$8.54M -64,261 -11%
TG
127
TCW Group
California
$68.8M -$540K -4,062 -0.8%
PAM
128
Panagora Asset Management
Massachusetts
$68.2M +$52.4M +394,258 +331%
SSP
129
Sixth Street Partners
Texas
$66.4M -$22.6M -170,000 -25%
Canada Life
130
Canada Life
Manitoba, Canada
$66.1M -$5.99M -45,275 -8%
NC
131
Nicholas Company
Wisconsin
$65.6M – – –
CLG
132
Cooperman Leon G
$63.8M +$4.65M +35,000 +8%
WFMPM
133
Woodley Farra Manion Portfolio Management
Indiana
$63.5M +$683K +5,145 +1%
Mariner
134
Mariner
Kansas
$63.2M +$16.3M +122,616 +35%
SCA
135
STALEY CAPITAL ADVISERS
Pennsylvania
$63M -$421K -3,168 -0.7%
CA
136
Cortland Associates
Missouri
$62.3M +$17.5K +132 +0%
BMO
137
Beck Mack & Oliver
New York
$62.2M -$1.61M -12,155 -3%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$61M -$6.56M -49,395 -10%
GC
139
Giverny Capital
Quebec, Canada
$60.4M +$18M +135,780 +43%
LCOV
140
London Company of Virginia
Virginia
$59.5M -$866K -6,520 -1%
Assenagon Asset Management
141
Assenagon Asset Management
Luxembourg
$59.5M +$47.1M +354,269 +379%
SC
142
Schubert & Co
Texas
$59.4M -$620K -4,665 -1%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$58.8M +$24.1M +181,126 +69%
BFS
144
Bradley Foster & Sargent
Connecticut
$58.2M +$21.3M +160,526 +58%
Corient Private Wealth
145
Corient Private Wealth
Florida
$57.3M -$2.08M -15,648 -4%
CCM
146
Compass Capital Management
Minnesota
$55.8M -$223K -1,677 -0.4%
MC
147
MIG Capital
California
$55.6M – – –
Natixis Advisors
148
Natixis Advisors
Massachusetts
$55.3M +$2.57M +19,360 +5%
SAM
149
Southeastern Asset Management
Tennessee
$54.5M -$886K -6,668 -2%
ABC
150
Associated Banc-Corp
Wisconsin
$53.2M +$502K +3,776 +1%
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6
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