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Fiserv
FI

Overview Fund Activity

1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$207M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
3
ESCM
Echo Street Capital Management
New York
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$577M
2
VH
ValueAct Holdings
California
-$463M
3
BI
BlueSpruce Investments
Illinois
-$194M
4
Holocene Advisors
Holocene Advisors
New York
-$166M
5
Fidelity International
Fidelity International
Bermuda
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1501
Cipher Capital
New York
– -$1.53M -12,155 Closed
TFA
1502
Teamwork Financial Advisors
Texas
– -$1.34M -10,615 Closed
KWILP
1503
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.27M -10,084 Closed
FAIM
1504
Financial Advocates Investment Management
Washington
– -$1.24M -9,902 Closed
WWM
1505
WT Wealth Management
Arizona
– -$1.13M -8,956 Closed
SSWM
1506
Sheets Smith Wealth Management
North Carolina
– -$990K -7,846 Closed
PCM
1507
Poehling Capital Management
Wisconsin
– -$948K -7,514 Closed
AI
1508
AXS Investments
New York
– -$919K -7,282 Closed
SHGA
1509
Sand Hill Global Advisors
California
– -$881K -6,986 Closed
MFS
1510
Mirabella Financial Services
United Kingdom
– -$866K -6,865 Closed
GCM
1511
Greenland Capital Management
New York
– -$836K -6,625 Closed
MCA
1512
Magnolia Capital Advisors
Mississippi
– -$803K -6,367 Closed
IIA
1513
IPG Investment Advisors
California
– -$799K -6,330 Closed
APM
1514
Advanced Portfolio Management
New York
– -$741K -5,871 Closed
AWP
1515
Abacus Wealth Partners
California
– -$674K -5,341 Closed
EFS
1516
Econ Financial Services
Pennsylvania
– -$672K -5,325 Closed
LP
1517
LMR Partners
United Kingdom
– -$538K -4,265 Closed
APP
1518
Avantax Planning Partners
Iowa
– -$535K -4,242 Closed
JWM
1519
Jackson Wealth Management
Florida
– -$496K -3,933 Closed
SBH
1520
Segall Bryant & Hamill
Illinois
– -$459K -3,641 Closed
EAM
1521
Empirical Asset Management
Massachusetts
– -$451K -3,574 Closed
WP
1522
Waycross Partners
Kentucky
– -$404K -3,200 Closed
IECM
1523
Intrinsic Edge Capital Management
Illinois
– -$328K -2,600 Closed
BC
1524
Brookfield Corp
Ontario, Canada
– -$312K -2,476 Closed
MIH
1525
Meitav Investment House
Israel
– -$303K -2,444 Closed
59 60
61
62 63