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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 %
RRAM
176
River Road Asset Management
Kentucky
$42.2M -$43M -323,381 -50%
LPL Financial
177
LPL Financial
California
$41.4M +$1.67M +12,581 +4%
Truist Financial
178
Truist Financial
North Carolina
$41.4M -$4.34M -32,664 -9%
O
179
Ossiam
France
$40.6M -$1.56M -11,757 -4%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4M -$486K -3,658 -1%
MSV
181
MN Services Vermogensbeheer
Netherlands
$39.3M -$1.26M -9,500 -3%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$39.1M -$22.9M -172,338 -37%
Impax Asset Management Group
183
Impax Asset Management Group
United Kingdom
$39M -$827K -6,227 -2%
Aviva
184
Aviva
United Kingdom
$38.9M +$1.25M +9,431 +3%
FMI
185
Factory Mutual Insurance
Massachusetts
$38.8M – – –
CTB
186
Country Trust Bank
Illinois
$38.7M -$5.47M -41,180 -12%
Jane Street
187
Jane Street
New York
$38.6M +$9.69M +72,926 +33%
Stifel Financial
188
Stifel Financial
Missouri
$38.3M +$6.37M +47,922 +20%
Cerity Partners
189
Cerity Partners
New York
$38.2M +$31.3M +1,239,372 +459%
Renaissance Technologies
190
Renaissance Technologies
New York
$37.9M -$50.9M -382,900 -57%
HTHT
191
Hemenway Trust Hemenway Trust
New Hampshire
$37.8M +$958K +7,214 +3%
QCM
192
QRG Capital Management
Illinois
$37.8M +$1.34M +10,122 +4%
TAF
193
Tredje AP-fonden
Sweden
$36.8M +$1.02M +7,680 +3%
State of Tennessee, Department of Treasury
194
State of Tennessee, Department of Treasury
Tennessee
$36.6M -$7.06M -53,113 -16%
ELI
195
Empire Life Investments
Ontario, Canada
$36.5M +$3.46M +26,029 +10%
ZIC
196
ZWJ Investment Counsel
Georgia
$36.3M -$285K -2,142 -0.8%
CISOA
197
Capital Investment Services of America
Wisconsin
$35.9M -$215K -1,619 -0.6%
Treasurer of the State of North Carolina
198
Treasurer of the State of North Carolina
North Carolina
$35.7M -$650K -4,890 -2%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$35.6M -$28.5M -214,559 -44%
TAM
200
Troy Asset Management
United Kingdom
$35.5M +$1.5M +11,316 +4%
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