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Fiserv
FI

Overview Fund Activity

1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$765M
2
DZ Bank
DZ Bank
Germany
+$407M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
5
CAM
Close Asset Management
United Kingdom
+$206M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$871M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$471M
3
BI
BlueSpruce Investments
Illinois
-$409M
4
Dodge & Cox
Dodge & Cox
California
-$296M
5
Goldman Sachs
Goldman Sachs
New York
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
251
State of Michigan Retirement System
Michigan
$28.2M -$611K -3,400 -2%
VMPIC
252
Varma Mutual Pension Insurance Co
Finland
$27.9M -$1.27M -6,400 -4%
Teacher Retirement System of Texas
253
Teacher Retirement System of Texas
Texas
$27.8M -$8.53M -47,460 -23%
Credit Agricole
254
Credit Agricole
France
$27.6M +$4.42M +24,579 +19%
DnB Asset Management
255
DnB Asset Management
Norway
$27.6M +$9.96M +55,444 +57%
GIA
256
Guyasuta Investment Advisors
Pennsylvania
$27.4M +$483K +2,686 +2%
TW
257
Trajan Wealth
Arizona
$27.4M +$1.79M +9,951 +7%
TIP
258
Torray Investment Partners
Maryland
$27.2M +$19.6K +109 +0.1%
CL
259
Choreo LLC
Illinois
$27M +$35.2K +194 +0.1%
Creative Planning
260
Creative Planning
Kansas
$26.7M +$1.19M +6,649 +5%
Assenagon Asset Management
261
Assenagon Asset Management
Luxembourg
$26.5M -$12.5M -69,351 -32%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$26.2M +$2.18M +12,119 +9%
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$25.6M +$4.25M +23,673 +20%
TAM
264
Thematics Asset Management
France
$25.5M +$2.28M +12,700 +10%
ZIM
265
Zacks Investment Management
Illinois
$25.4M +$3.24M +18,028 +15%
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
$25.3M -$28.5M -158,519 -53%
M&T Bank
267
M&T Bank
New York
$25.2M +$2.71M +15,103 +12%
AFG
268
Albion Financial Group
Utah
$25.1M -$22.3K -124 -0.1%
FAF
269
Första AP-fonden
Sweden
$25.1M -$18K -100 -0.1%
TFA
270
Toth Financial Advisory
Virginia
$25M -$226K -1,260 -0.9%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$24.7M +$584K +3,251 +2%
KBC Group
272
KBC Group
Belgium
$24.6M +$2.23M +12,413 +10%
WDA
273
Wendell David Associates
New Hampshire
$24.5M -$3.39M -18,861 -12%
MCM
274
Mill Capital Management
North Carolina
$24.5M +$13.1K +73 +0.1%
MA
275
Montag & Associates
Georgia
$24.4M +$15.6K +87 +0.1%
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