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Fiserv
FI

Overview Fund Activity

1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$238M
2
Capital World Investors
Capital World Investors
California
+$161M
3
UBS AM
UBS AM
Illinois
+$125M
4
Invesco
Invesco
Georgia
+$118M
5
Norges Bank
Norges Bank
Norway
+$100M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
2
VH
ValueAct Holdings
California
-$380M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
VAM
Veritas Asset Management
United Kingdom
-$155M
5
GCM
Glenview Capital Management
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIP
251
Torray Investment Partners
Maryland
$22.6M -$16.4K -110 -0.1%
VMPIC
252
Varma Mutual Pension Insurance Co
Finland
$21.9M -$1.43M -9,569 -6%
ACM
253
Aryeh Capital Management
Ontario, Canada
$21.9M – – –
Bank of Nova Scotia
254
Bank of Nova Scotia
Ontario, Canada
$21.9M -$2.94M -19,731 -12%
N
255
Natixis
France
$21.9M +$21.9M +146,785 New
CL
256
Choreo LLC
Illinois
$21.9M +$4.47M +30,399 +26%
TW
257
Trajan Wealth
Arizona
$21.3M +$1.33M +8,933 +7%
RRAM
258
River Road Asset Management
Kentucky
$21.1M -$3.94M -26,412 -16%
Creative Planning
259
Creative Planning
Kansas
$21.1M +$380K +2,548 +2%
DCP
260
Distillate Capital Partners
Illinois
$21M +$21M +140,878 New
TFA
261
Toth Financial Advisory
Virginia
$20.9M -$185K -1,240 -0.9%
AFG
262
Albion Financial Group
Utah
$20.9M +$82.7K +555 +0.4%
FAF
263
Första AP-fonden
Sweden
$20.8M -$2.83M -19,000 -12%
KFS
264
Kurt F. Somerville
$20.7M -$306K -2,054 -1%
PCM
265
Prana Capital Management
Connecticut
$20.5M -$10.6M -71,283 -34%
MCM
266
Mill Capital Management
North Carolina
$20.3M +$169K +1,135 +0.8%
MA
267
Montag & Associates
Georgia
$20.2M -$454K -3,045 -2%
PCH
268
Polar Capital Holdings
United Kingdom
$20.1M -$192K -1,288 -0.9%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$20M -$171K -1,146 -0.8%
GIA
270
Guyasuta Investment Advisors
Pennsylvania
$19.9M -$304K -2,291 -2%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$19.9M -$4.99M -33,451 -20%
NPPM
272
North Point Portfolio Managers
Ohio
$19.9M -$633K -4,245 -3%
MCM
273
McRae Capital Management
New Jersey
$19.5M +$291K +1,950 +2%
TAM
274
Thematics Asset Management
France
$19.3M -$2.68M -18,000 -12%
Credit Agricole
275
Credit Agricole
France
$19.2M +$8.59M +57,661 +81%
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