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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 %
PTC
1476
Petrus Trust Company
Texas
– -$317K -3,133 Closed
OWP
1477
Obermeyer Wealth Partners
Colorado
– -$313K -3,100 Closed
CCG
1478
Ceeto Capital Group
Florida
– -$303K -3,000 Closed
OCBCO
1479
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$301K -2,974 Closed
MCC
1480
Money Concepts Capital
Florida
– -$261K -2,578 Closed
WIM
1481
WealthPlan Investment Management
Nebraska
– -$300K -2,576 Closed
PWS
1482
Peloton Wealth Strategists
Indiana
– -$258K -2,552 Closed
BCA
1483
Bay Colony Advisors
Massachusetts
– -$247K -2,440 Closed
GWM
1484
Gitterman Wealth Management
New Jersey
– -$237K -2,342 Closed
GIM
1485
Grassi Investment Management
California
– -$230K -2,275 Closed
LAM
1486
Lynch Asset Management
Pennsylvania
– -$227K -2,250 Closed
MM
1487
MQS Management
New York
– -$226K -2,241 Closed
CCA
1488
Childress Capital Advisors
Texas
– -$219K -2,170 Closed
MIAS
1489
Mason Investment Advisory Services
Virginia
– -$217K -2,148 Closed
SRG
1490
SBB Research Group
Illinois
– -$212K -2,095 Closed
JA
1491
JLB & Associates
Michigan
– -$209K -2,075 Closed
SEC
1492
Seven Eight Capital
New York
– -$208K -2,061 Closed
RWA
1493
Ropes Wealth Advisors
Massachusetts
– -$206K -2,034 Closed
PP
1494
Paloma Partners
Connecticut
– -$205K -2,032 Closed
SOS
1495
Silver Oak Securities
Tennessee
– -$203K -2,013 Closed
GA
1496
GraniteShares Advisors
New York
– -$203K -2,006 Closed
TA
1497
Townsend & Associates
Colorado
– -$222K -1,903 Closed
3IP
1498
3Chopt Investment Partners
Virginia
– -$146K -1,448 Closed
DCM
1499
Dupont Capital Management
Delaware
– -$135K -1,339 Closed
FWA
1500
Freedom Wealth Alliance
Wisconsin
– -$118K -1,166 Closed
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