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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 %
CNB
301
Czech National Bank
Czech Republic
$21.1M +$1.04M +5,784 +5%
First Trust Advisors
302
First Trust Advisors
Illinois
$21M -$20.2M -112,220 -49%
PCM
303
Palisade Capital Management
New Jersey
$20.6M +$129K +719 +0.6%
GH
304
GAM Holding
Switzerland
$20.6M +$4.47M +24,890 +28%
CA
305
Clearstead Advisors
Ohio
$20.3M -$253K -1,406 -1%
CWM
306
CIBC World Markets
New York
$20.1M -$70.8K -394 -0.4%
ProShare Advisors
307
ProShare Advisors
Maryland
$19.9M -$1.47M -8,174 -7%
SF
308
Synovus Financial
Georgia
$19.9M +$8M +44,519 +67%
ECM
309
Engle Capital Management
Connecticut
$19.7M +$2.08M +11,562 +12%
PAIM
310
Punch & Associates Investment Management
Minnesota
$19.6M +$195K +1,086 +1%
Commonwealth Equity Services
311
Commonwealth Equity Services
Massachusetts
$19.3M -$979K -5,447 -5%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$19.2M -$90.5K -504 -0.5%
X
313
Xponance
Pennsylvania
$19.1M -$183K -1,016 -0.9%
KAS
314
Kestra Advisory Services
Texas
$19M +$106K +588 +0.6%
RGC
315
Redwood Grove Capital
California
$19M +$2.82M +15,684 +17%
SAM
316
Stansberry Asset Management
Texas
$19M +$309K +1,722 +2%
SAM
317
Soditic Asset Management
United Kingdom
$18.9M – – –
PCM
318
Penserra Capital Management
California
$18.7M -$3.05M -16,981 -14%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$18.7M +$1.91M +10,628 +11%
VC
320
Vestor Capital
Illinois
$18.6M +$291K +1,619 +2%
HF
321
HRT Financial
New York
$18.2M -$12.4M -69,029 -41%
Verition Fund Management
322
Verition Fund Management
Connecticut
$18.1M +$14.2M +79,315 +374%
KLWA
323
Kelly Lawrence W & Associates
California
$18M -$161K -895 -0.9%
BB
324
Busey Bank
Illinois
$18M +$87.7K +488 +0.5%
UIM
325
USS Investment Management
United Kingdom
$17.9M -$703K -3,912 -4%
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