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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 %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.2B +$185M +1,639,245 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.76B +$29.8M +263,586 +0.5%
BlackRock
3
BlackRock
New York
$4.71B -$49.2M -435,467 -1%
Dodge & Cox
4
Dodge & Cox
California
$4.1B -$7.75M -68,535 -0.2%
State Street
5
State Street
Massachusetts
$2.9B +$116M +1,022,653 +4%
Harris Associates
6
Harris Associates
Illinois
$1.96B -$238M -2,103,499 -11%
Capital World Investors
7
Capital World Investors
California
$1.6B +$428M +3,782,247 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.4B +$16.9M +149,811 +1%
VH
9
ValueAct Holdings
California
$1.32B -$339M -3,000,000 -20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.26B +$652M +5,770,118 +107%
Morgan Stanley
11
Morgan Stanley
New York
$1.12B -$11.9M -105,476 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.11B -$91.2M -807,109 -8%
VAM
13
Veritas Asset Management
United Kingdom
$946M +$101M +893,910 +12%
BI
14
BlueSpruce Investments
Illinois
$786M -$181M -1,602,439 -19%
Parnassus Investments
15
Parnassus Investments
California
$772M -$614M -5,428,871 -44%
Northern Trust
16
Northern Trust
Illinois
$714M -$19.4M -171,923 -3%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$654M +$251M +2,217,241 +62%
Norges Bank
18
Norges Bank
Norway
$627M +$15.1M +133,641 +2%
Invesco
19
Invesco
Georgia
$610M -$141M -1,246,642 -19%
LP
20
Longview Partners
Guernsey
$592M +$19.3M +170,934 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$539M -$50.6M -447,436 -9%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$513M -$45.7M -402,303 -8%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$492M -$4.25M -20,860 -0.9%
Franklin Resources
24
Franklin Resources
California
$471M -$1.44M -12,724 -0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$429M +$9.38M +83,005 +2%
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