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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.65B -$55.7M -419,058 -0.8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.89B -$563M -4,235,284 -9%
BlackRock
3
BlackRock
New York
$5.3B -$163M -1,228,864 -3%
Dodge & Cox
4
Dodge & Cox
California
$4.63B -$24.2M -181,900 -0.5%
State Street
5
State Street
Massachusetts
$3.28B +$43.7M +328,758 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.54B +$1.23B +9,254,493 +94%
Capital World Investors
7
Capital World Investors
California
$2.33B +$280M +2,104,590 +14%
Harris Associates
8
Harris Associates
Illinois
$2B +$7.43M +55,941 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.51B -$88M -664,759 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.48B -$280M -2,107,169 -16%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$961M -$59.9M -450,848 -6%
VAM
12
Veritas Asset Management
United Kingdom
$927M +$47.3M +356,050 +5%
Parnassus Investments
13
Parnassus Investments
California
$901M +$3.14M +23,673 +0.4%
Norges Bank
14
Norges Bank
Norway
$874M +$69.9M +526,299 +9%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$830M -$28.4M -213,996 -3%
Northern Trust
16
Northern Trust
Illinois
$784M -$68.2M -513,513 -8%
Invesco
17
Invesco
Georgia
$743M +$50.7M +381,972 +7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$693M +$272M +2,049,281 +65%
BI
19
BlueSpruce Investments
Illinois
$646M -$111M -835,793 -15%
LP
20
Longview Partners
Guernsey
$633M -$46.4M -349,570 -7%
VH
21
ValueAct Holdings
California
$556M -$446M -3,360,000 -45%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$543M -$25.3M -190,466 -4%
Ameriprise
23
Ameriprise
Minnesota
$505M +$205M +1,543,617 +68%
Legal & General Group
24
Legal & General Group
United Kingdom
$492M -$5.61M -42,228 -1%
UBS AM
25
UBS AM
Illinois
$477M +$12.6M +94,525 +3%
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