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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 %
HWP
1576
Highline Wealth Partners
California
$266 – – –
M
1577
MOTCO
Texas
$133 – – –
GPFA
1578
Game Plan Financial Advisors
Ohio
$133 +$133 +1 New
FGAM
1579
Financial Gravity Asset Management
Texas
$6 -$3 – –
ESCM
1580
Echo Street Capital Management
New York
– -$336M -2,977,187 Closed
Tudor Investment Corp
1581
Tudor Investment Corp
Connecticut
– -$11.8M -104,109 Closed
SEC
1582
Seven Eight Capital
New York
– -$9.17M -81,147 Closed
MMA
1583
Mizuho Markets Americas
New York
– -$7.81M -69,100 Closed
LF
1584
Longbow Finance
Switzerland
– -$7.61M -67,371 Closed
CCIA
1585
Campbell & Co Investment Adviser
Maryland
– -$5.63M -49,801 Closed
FC
1586
FORA Capital
Florida
– -$5.42M -47,989 Closed
TAS
1587
TIFF Advisory Services
Pennsylvania
– -$4.63M -40,986 Closed
EA
1588
Ellsworth Advisors
Ohio
– -$4.44M -39,660 Closed
CIC
1589
Chase Investment Counsel
Virginia
– -$4.22M -37,384 Closed
CFM
1590
Coronation Fund Managers
South Africa
– -$3.49M -30,935 Closed
CGA
1591
Crescent Grove Advisors
Illinois
– -$3.05M -27,004 Closed
DA
1592
Duality Advisers
Florida
– -$2.27M -20,058 Closed
CC
1593
Centiva Capital
New York
– -$2.11M -18,664 Closed
ECU
1594
Eisler Capital (UK)
United Kingdom
– -$1.82M -16,129 Closed
XT
1595
XTX Topco
Cayman Islands
– -$1.71M -15,159 Closed
DS
1596
DRW Securities
Illinois
– -$1.59M -14,100 Closed
MCC
1597
Malaga Cove Capital
California
– -$1.5M -13,313 Closed
SCM
1598
Stevens Capital Management
Pennsylvania
– -$1.44M -12,771 Closed
ECU
1599
Eisler Capital (US)
New York
– -$1.36M -12,000 Closed
WP
1600
Woodline Partners
California
– -$1.35M -11,990 Closed
62 63
64
65 66