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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 %
BPIM
326
Brant Point Investment Management
New York
$14.9M -$581K -3,901 -4%
BB
327
Busey Bank
Illinois
$14.8M +$197K +1,325 +1%
DnB Asset Management
328
DnB Asset Management
Norway
$14.6M +$628K +4,213 +4%
ECM
329
Engle Capital Management
Connecticut
$14.6M +$298K +2,000 +2%
CIA
330
Covington Investment Advisors
Pennsylvania
$14.6M -$2.47M -16,556 -14%
BCB
331
Brian C. Broderick
$14.5M -$53.1K -356 -0.4%
TPSF
332
Texas Permanent School Fund
Texas
$14.5M -$4.04M -27,120 -22%
B
333
Bailard
California
$14.4M +$2.99M +20,032 +26%
URS
334
Utah Retirement Systems
Utah
$14.3M -$1.15M -7,700 -7%
Cetera Investment Advisers
335
Cetera Investment Advisers
Illinois
$14.1M -$613K -4,115 -4%
EI
336
Ethic Inc
New York
$14M +$745K +4,996 +6%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$13.9M +$2.4M +16,094 +21%
FAFTFSNP
338
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$13.9M +$13.9M +93,083 New
CIA
339
CCM Investment Advisers
South Carolina
$13.8M -$591K -3,963 -4%
GAM
340
Gotham Asset Management
New York
$13.6M +$223K +1,494 +2%
OAM
341
Oppenheimer Asset Management
New York
$13.5M +$5.08M +34,109 +61%
RGC
342
Redwood Grove Capital
California
$13.4M +$721K +4,840 +6%
FDP
343
Financiere des Professionnels
Quebec, Canada
$13.4M +$81K +542 +0.6%
SCM
344
Shelton Capital Management
Colorado
$13.4M +$1.22M +8,200 +10%
GH
345
GAM Holding
Switzerland
$13.3M +$638K +4,284 +5%
NYLIM
346
New York Life Investment Management
New York
$13.3M -$212K -1,425 -2%
LDB
347
Lee, Danner & Bass
Tennessee
$13.3M +$13.3M +89,241 New
Wealth Enhancement Advisory Services
348
Wealth Enhancement Advisory Services
Minnesota
$13M +$2.11M +14,178 +19%
AM
349
AGF Management
Ontario, Canada
$12.9M -$1.3M -8,703 -9%
LCM
350
Logan Capital Management
Pennsylvania
$12.9M -$74.5K -500 -0.6%
12 13
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