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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 %
IAIM
1601
International Assets Investment Management
Florida
– -$191K -11,602 Closed
PI
1602
PEAK6 Investments
Illinois
– -$1.28M -11,363 Closed
CWM
1603
C2C Wealth Management
Arizona
– -$1.21M -10,720 Closed
NCGI
1604
Next Century Growth Investors
Minnesota
– -$1.18M -10,477 Closed
CW
1605
Channel Wealth
California
– -$1.04M -9,234 Closed
HAI
1606
Hennessy Advisors Inc
California
– -$1.02M -9,000 Closed
FRM
1607
Fox Run Management
Connecticut
– -$1.02M -8,993 Closed
EW
1608
Evoke Wealth
California
– -$988K -8,745 Closed
FMAEN1
1609
Fund Management at Engine No 1
California
– -$985K -8,717 Closed
LOAMU
1610
Lombard Odier Asset Management (USA)
New York
– -$968K -8,566 Closed
OQS
1611
Occudo Quantitative Strategies
Florida
– -$953K -8,433 Closed
ORAM
1612
One River Asset Management
Connecticut
– -$917K -8,086 Closed
GIA
1613
Gladstone Institutional Advisory
Florida
– -$786K -6,958 Closed
QT
1614
Quantbot Technologies
New York
– -$781K -6,915 Closed
WB
1615
WesBanco Bank
West Virginia
– -$767K -6,790 Closed
BC
1616
Bridgefront Capital
Texas
– -$766K -6,781 Closed
AC
1617
AXQ Capital
New Jersey
– -$723K -6,400 Closed
GFG
1618
Greystone Financial Group
Michigan
– -$655K -5,800 Closed
BA
1619
Bridge Advisory
California
– -$588K -5,206 Closed
MC
1620
Maverick Capital
Texas
– -$575K -5,087 Closed
RF
1621
Rollins Financial
Georgia
– -$517K -4,577 Closed
CBNLCF
1622
Cognios Beta Neutral Large Cap Fund
Kansas
– -$476K -4,217 Closed
DC
1623
Diametric Capital
Massachusetts
– -$475K -4,204 Closed
SIA
1624
SkyView Investment Advisors
New Jersey
– -$462K -4,087 Closed
DA
1625
Drake & Associates
Wisconsin
– -$395K -3,497 Closed
63 64
65
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