FI icon

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 %
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$34.8M +$1.87M +14,046 +6%
BGIM
202
Brandywine Global Investment Management
Pennsylvania
$34.8M -$1.78M -13,410 -5%
RG
203
Renaissance Group
Kentucky
$34.7M -$686K -5,163 -2%
PCM
204
Patient Capital Management
Maryland
$34.1M -$1.85M -13,947 -5%
EAM
205
Erste Asset Management
Austria
$33.7M -$514K -3,863 -2%
US Bancorp
206
US Bancorp
Minnesota
$33.2M +$95K +715 +0.3%
KCM
207
Kodai Capital Management
Illinois
$33.1M +$33.1M +248,901 New
GCM
208
Geneva Capital Management
Wisconsin
$33M -$1.18M -8,873 -3%
Asset Management One
209
Asset Management One
Japan
$32.7M -$753K -5,647 -2%
DS
210
Dudley & Shanley
Florida
$32.5M -$466K -3,510 -1%
Royal London Asset Management
211
Royal London Asset Management
United Kingdom
$32.5M +$710K +5,346 +2%
SM
212
Sunriver Management
Connecticut
$31.5M +$15.5M +116,477 +97%
DIA
213
Dana Investment Advisors
Wisconsin
$31.4M -$4.28M -32,193 -12%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$31.4M +$473K +3,560 +2%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$31M -$253K -1,904 -0.8%
CF
216
Canoe Financial
Alberta, Canada
$30.7M +$408K +3,072 +1%
HC
217
Hillman Company
Pennsylvania
$30.6M – – –
RFC
218
Regions Financial Corp
Alabama
$30.5M -$292K -2,198 -0.9%
PI
219
PineBridge Investments
New York
$30.3M +$4.39M +33,053 +17%
DDPIC
220
Deroy & Devereaux Private Investment Counsel
Michigan
$30.3M -$606K -4,559 -2%
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$30M -$5.69M -42,799 -16%
JLBC
222
J.L. Bainbridge & Co
Florida
$29.9M +$26.6K +200 +0.1%
AP
223
Archon Partners
New Jersey
$29.6M – – –
WCM
224
Windward Capital Management
California
$29.5M -$75.6K -569 -0.3%
TAM
225
Todd Asset Management
Kentucky
$29.4M -$284K -2,136 -1%
7 8
9
10 11