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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 %
ZIG
1501
Zullo Investment Group
Pennsylvania
– -$112K -1,105 Closed
GFL
1502
Granite FO LLC
New Hampshire
– -$96K -920 Closed
WOSD
1503
WFA of San Diego
California
– -$87.9K -870 Closed
NSB
1504
Norway Savings Bank
Maine
– -$81.2K -803 Closed
AAMA
1505
Advanced Asset Management Advisors
Ohio
– -$45.5K -450 Closed
MIFH
1506
Migdal Insurance & Financial Holdings
Israel
– -$35K -343 Closed
BHWM
1507
Beaird Harris Wealth Management
Texas
– -$33.6K -332 Closed
Optiver Holding
1508
Optiver Holding
Netherlands
– -$33K -329 Closed
CASC
1509
Coppell Advisory Solutions Corp
Texas
– -$30.3K -300 Closed
CAS
1510
Coppell Advisory Solutions
Texas
– -$30.3K -300 Closed
EC
1511
Elequin Capital
New York
– -$22K -218 Closed
GPI
1512
General Partner Inc
Pennsylvania
– -$21.3K -211 Closed
TAM
1513
Tucker Asset Management
Colorado
– -$11.3K -111 Closed
FA
1514
Fiduciary Alliance
South Carolina
– -$7.58K -75 Closed
GMA
1515
Glassy Mountain Advisors
Maryland
– -$6.87K -68 Closed
LS
1516
Leelyn Smith
Illinois
– -$6.77K -67 Closed
HDIM
1517
Hanson & Doremus Investment Management
Vermont
– -$5K -50 Closed
MPCL
1518
My Personal CFO LLC
Washington
– -$4.35K -43 Closed
SC
1519
Sierra Capital
Florida
– -$4K -40 Closed
ACP
1520
Arcus Capital Partners
Georgia
– -$3.23K -32 Closed
EE
1521
EWG Elevate
California
– -$2.33K -23 Closed
MWM
1522
MinichMacGregor Wealth Management
New York
– -$1.72K -17 Closed
CCMI
1523
Creative Capital Management Investments
California
– -$1K -10 Closed
TWD
1524
True Wealth Design
Ohio
– -$606 -6 Closed
WA
1525
WestEnd Advisors
North Carolina
– -$404 -4 Closed
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