FI icon

Fiserv
FI

Overview Fund Activity

1,427 hedge funds and large institutions have $63.3B invested in Fiserv in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 466 increasing their positions, 616 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.41%
New
125
Increased
466
Reduced
616
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$652M
2
Capital World Investors
Capital World Investors
California
+$428M
3
ECU
Egerton Capital (UK)
United Kingdom
+$396M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$251M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$614M
2
VH
ValueAct Holdings
California
-$339M
3
Harris Associates
Harris Associates
Illinois
-$238M
4
BI
BlueSpruce Investments
Illinois
-$181M
5
BG
Baupost Group
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
CEI
201
Clark Estates Inc
New York
$28.3M -$1.7M -15,000 -6%
EMG
202
ETF Managers Group
New Jersey
$28.2M -$5.74M -50,754 -17%
DS
203
Dudley & Shanley
Florida
$28M +$36.3K +321 +0.1%
Asset Management One
204
Asset Management One
Japan
$28M +$137K +1,208 +0.5%
VOYA Investment Management
205
VOYA Investment Management
Georgia
$27.7M -$5.41M -47,900 -16%
BFS
206
Bradley Foster & Sargent
Connecticut
$27.6M +$20M +176,898 +263%
DDPIC
207
Deroy & Devereaux Private Investment Counsel
Michigan
$26.6M -$313K -2,768 -1%
AIG
208
American International Group
New York
$26.5M +$51.9K +459 +0.2%
RFC
209
Regions Financial Corp
Alabama
$26.5M -$1.91M -16,913 -7%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$26.4M +$261K +2,305 +1%
AQR Capital Management
211
AQR Capital Management
Connecticut
$25.9M +$2.96M +26,205 +13%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$25.7M -$1.06M -9,334 -4%
JLBC
213
J.L. Bainbridge & Co
Florida
$25.6M +$3.66M +32,341 +17%
Royal London Asset Management
214
Royal London Asset Management
United Kingdom
$25.6M +$892K +7,889 +4%
WCM
215
Windward Capital Management
California
$25.4M +$431K +3,813 +2%
Squarepoint
216
Squarepoint
New York
$25.4M +$21.3M +188,059 +517%
AP
217
Archon Partners
New Jersey
$25.2M – – –
PAS
218
Professional Advisory Services
Florida
$24.7M -$2.1M -18,549 -8%
SM
219
Sunriver Management
Connecticut
$24.4M -$42.2M -373,128 -63%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$24.3M +$607K +5,370 +3%
AIA
221
Avalon Investment & Advisory
Texas
$24.1M -$263K -2,328 -1%
CS
222
Cannell & Spears
New York
$24M +$90.7K +802 +0.4%
SAM
223
Soditic Asset Management
United Kingdom
$24M – – –
CCM
224
Coerente Capital Management
Ontario, Canada
$23.8M -$1.35M -11,908 -5%
BCM
225
Bowie Capital Management
Texas
$23.7M -$6.03M -53,376 -20%
7 8
9
10 11