Fiserv Inc. (FI)

Sector:Information Technology
Super Investor Stats:
Ownership count:11
Ownership rank:23
% of all portfolios:0.521%
Hold Price * :$145.14
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Francois Rochon - Giverny Capital Add 5.58% 25,372 0.16
David Katz - Matrix Asset Advisors Reduce 49.97% 37,751 0.72
John Armitage - Egerton Capital Reduce 1.62% 56,007 0.09
Torray Funds Reduce 0.61% 927 0.02
Q4  2023
Torray Funds Add 0.35% 528 0.01
Leon Cooperman Add 7.87% 35,000 0.22
Francois Rochon - Giverny Capital Add 42.55% 135,780 0.85
ValueAct Capital Reduce 44.51% 3,360,000 8.94
David Katz - Matrix Asset Advisors Reduce 7.24% 5,894 0.10
Bill Nygren - Oakmark Select Fund Reduce 5.92% 82,588 0.19
Samantha McLemore - Patient Capital Management Reduce 5.15% 13,947 0.10
John Armitage - Egerton Capital Reduce 2.57% 91,085 0.13
Lee Ainslie - Maverick Capital Sell 100.00% 5,087 0.01
Q3  2023
John Armitage - Egerton Capital Add 4.69% 158,524 0.21
Francois Rochon - Giverny Capital Add 17.74% 48,088 0.30
Lee Ainslie - Maverick Capital Reduce 38.38% 3,169 0.01
ValueAct Capital Reduce 35.19% 4,098,935 10.40
Mason Hawkins - Longleaf Partners Reduce 17.53% 69,805 0.64
Samantha McLemore - Patient Capital Management Reduce 6.55% 18,983 0.13
Torray Funds Reduce 1.40% 2,158 0.04
David Katz - Matrix Asset Advisors Reduce 0.92% 760 0.01
Dodge & Cox Reduce 0.17% 40,600 0.01
Q2  2023
Dodge & Cox Add 0.36% 83,500 0.01
Francois Rochon - Giverny Capital Add 3.96% 10,335 0.07
Samantha McLemore - Patient Capital Management Add 442.09% 236,184 1.66
Lee Ainslie - Maverick Capital Buy 8,256 0.02
Mason Hawkins - Longleaf Partners Reduce 14.21% 65,983 0.63
Mairs & Power Growth Fund Reduce 4.07% 42,000 0.11
John Armitage - Egerton Capital Reduce 3.38% 118,355 0.15
David Katz - Matrix Asset Advisors Reduce 1.93% 1,616 0.03
Torray Funds Reduce 0.56% 860 0.02
Bill Nygren - Oakmark Select Fund Reduce 0.02% 312 0.00
Seth Klarman - Baupost Group Sell 100.00% 533,382 1.08
Bill Miller - Miller Value Partners Sell 100.00% 287,648 2.03
Q1  2023
Bill Nygren - Oakmark Select Fund Add 0.02% 312 0.00
Francois Rochon - Giverny Capital Buy 260,671 1.77
John Armitage - Egerton Capital Buy 3,499,199 4.27
Seth Klarman - Baupost Group Reduce 73.36% 1,469,009 2.97
Mason Hawkins - Longleaf Partners Reduce 28.92% 188,895 1.69
Bill Miller - Miller Value Partners Reduce 24.80% 94,842 0.67
ValueAct Capital Reduce 20.48% 3,000,000 5.52
Samantha McLemore - Patient Capital Management Reduce 18.93% 12,475 0.63
David Katz - Matrix Asset Advisors Reduce 5.24% 4,632 0.08
Torray Funds Reduce 0.14% 215 0.00
Q4  2022
Torray Funds Add 177.45% 99,187 1.80
Seth Klarman - Baupost Group Reduce 43.31% 1,530,000 2.63
Bill Nygren - Oakmark Select Fund Reduce 30.06% 600,000 1.49
Bill Miller - Miller Value Partners Reduce 20.94% 101,302 0.66
Samantha McLemore - Patient Capital Management Reduce 11.78% 8,800 0.44
David Katz - Matrix Asset Advisors Reduce 2.64% 2,402 0.04
Q3  2022
Dodge & Cox Add 0.20% 45,500 0.01
David Katz - Matrix Asset Advisors Add 3.13% 2,754 0.04
Torray Funds Reduce 71.98% 143,557 2.67
Leon Cooperman Reduce 48.26% 415,000 2.72
Bill Miller - Miller Value Partners Reduce 17.84% 105,021 0.60
Bill Nygren - Oakmark Select Fund Reduce 13.22% 304,000 0.71
Mairs & Power Growth Fund Reduce 4.54% 49,000 0.11
Samantha McLemore - Patient Capital Management Reduce 1.97% 1,500 0.07
Q2  2022
Samantha McLemore - Patient Capital Management Add 10.12% 7,000 0.30
ValueAct Capital Add 12.37% 1,612,575 2.29
David Katz - Matrix Asset Advisors Reduce 28.32% 34,815 0.47
Leon Cooperman Reduce 16.55% 170,600 1.04
Seth Klarman - Baupost Group Reduce 11.43% 456,000 0.62
Bill Miller - Miller Value Partners Reduce 6.43% 40,468 0.20
Torray Funds Reduce 5.86% 12,407 0.21
Q1  2022
David Katz - Matrix Asset Advisors Add 0.94% 1,149 0.02
Dodge & Cox Add 2.91% 655,100 0.07
Torray Funds Add 3.84% 7,828 0.13
Samantha McLemore - Patient Capital Management Add 5.49% 3,600 0.14
Bill Miller - Miller Value Partners Add 24.02% 121,898 0.47
Seth Klarman - Baupost Group Add 30.77% 938,391 1.05
Mason Hawkins - Longleaf Partners Add 133.37% 373,248 2.26
Leon Cooperman Buy 1,030,600 5.50
Bill Nygren - Oakmark Select Fund Reduce 9.80% 250,000 0.52
Mairs & Power Growth Fund Reduce 6.90% 80,000 0.15
Q4  2021
ValueAct Capital Add 19.20% 2,100,000 2.46
David Katz - Matrix Asset Advisors Add 31.32% 29,038 0.39
Dodge & Cox Add 40.06% 6,432,600 0.70
Mason Hawkins - Longleaf Partners Buy 279,864 1.74
Bill Miller - Miller Value Partners Buy 507,383 1.86
Seth Klarman - Baupost Group Buy 3,050,000 3.20
Bill Nygren - Oakmark Select Fund Buy 2,550,000 4.90
Torray Funds Reduce 0.36% 734 0.01
Harry Burn - Sound Shore Sell 100.00% 340,300 3.02
Q3  2021
David Katz - Matrix Asset Advisors Add 11.70% 9,710 0.15
Dodge & Cox Add 14.49% 2,031,900 0.24
Torray Funds Add 25.63% 41,769 0.69
ValueAct Capital Add 77.51% 4,775,001 6.00
Q2  2021
Mairs & Power Growth Fund Add 3.57% 40,000 0.08
Harry Burn - Sound Shore Add 7.05% 22,400 0.19
Dodge & Cox Add 45.46% 4,383,800 0.53
David Katz - Matrix Asset Advisors Add 71.37% 34,573 0.53
Torray Funds Add 185.03% 105,812 1.66
ValueAct Capital Add 616.30% 5,300,200 6.28
Q1  2021
Torray Funds Add 1.21% 681 0.01
Mairs & Power Growth Fund Add 5.66% 60,000 0.14
Harry Burn - Sound Shore Add 28.76% 71,000 0.71
David Katz - Matrix Asset Advisors Add 119.55% 26,379 0.47
Dodge & Cox Add 135.63% 5,550,700 0.84
ValueAct Capital Add 161.97% 531,719 0.74

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.