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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 %
SG Americas Securities
151
SG Americas Securities
New York
$51.6M +$43.9M +330,344 +570%
ACM
152
Alta Capital Management
Utah
$51.4M -$1.72M -12,961 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51M +$6M +45,152 +13%
KeyBank National Association
154
KeyBank National Association
Ohio
$50.4M +$15.9M +119,443 +46%
Lord, Abbett & Co
155
Lord, Abbett & Co
New Jersey
$49.3M -$5.36M -40,383 -10%
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$49M -$3.52M -26,506 -7%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$48.9M -$395K -2,974 -0.8%
Victory Capital Management
158
Victory Capital Management
Texas
$48.6M -$7.38M -55,526 -13%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$48.2M +$3.27M +24,598 +7%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$47.7M +$23.5M +176,596 +97%
ZIG
161
Zurich Insurance Group
Switzerland
$47.6M +$47.6M +358,539 New
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$47M -$3.34M -25,163 -7%
CPH
163
C Partners Holding
Switzerland
$46.3M -$2.96M -22,266 -6%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$46.2M -$383K -2,885 -0.8%
NC
165
Nitorum Capital
New York
$46M +$939K +7,067 +2%
NPA
166
Nichols & Pratt Advisers
Massachusetts
$45.6M +$54.7K +412 +0.1%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$45.2M +$4.72M +35,533 +12%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$44.7M +$1.41M +10,642 +3%
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
$44.6M -$972K -7,319 -2%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$44.2M -$5.64M -42,492 -11%
SSA
171
Schonfeld Strategic Advisors
New York
$43.6M +$26.7M +201,020 +158%
CCMG
172
Clark Capital Management Group
Pennsylvania
$43.5M +$12.5M +94,304 +40%
PC
173
Port Capital
Illinois
$43.2M +$179K +1,349 +0.4%
Swedbank
174
Swedbank
Sweden
$43.2M +$411K +3,091 +1%
NSAM
175
North Star Asset Management
Wisconsin
$42.4M -$467K -3,515 -1%
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