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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 %
BWP
351
Baldwin Wealth Partners
Massachusetts
$12.9M -$108K -725 -0.8%
HAIM
352
Hunter Associates Investment Management
Pennsylvania
$12.8M -$320K -2,146 -2%
LSV Asset Management
353
LSV Asset Management
Illinois
$12.8M -$760K -5,100 -6%
RSVP
354
Ramsay Stattman Vela & Price
Colorado
$12.6M +$67.4K +452 +0.5%
SPIA
355
Steward Partners Investment Advisory
New York
$12.5M +$273K +1,830 +2%
CJL
356
Cyrus J. Lawrence
New York
$12.5M +$4.63M +31,038 +59%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$12.5M -$181K -1,213 -1%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$12.4M -$44.7K -300 -0.4%
FNBT
359
FineMark National Bank & Trust
Florida
$12.4M +$314K +2,105 +3%
YCM
360
Yousif Capital Management
Michigan
$12.4M +$549K +3,681 +5%
Public Employees Retirement Association of Colorado
361
Public Employees Retirement Association of Colorado
Colorado
$12.2M -$539K -3,619 -4%
MJP
362
Michael J. Puzo
$12.1M -$631K -4,232 -5%
SWK
363
Stephen W. Kidder
$12M -$278K -1,866 -2%
ROC
364
Running Oak Capital
Minnesota
$12M +$149K +998 +1%
GVAG
365
Great Valley Advisor Group
Delaware
$12M +$1.45M +9,709 +14%
VWM
366
Venturi Wealth Management
Texas
$11.8M +$48.1K +323 +0.4%
Daiwa Securities Group
367
Daiwa Securities Group
Japan
$11.7M +$499K +3,351 +4%
PI
368
PineBridge Investments
New York
$11.4M -$8.37M -56,166 -42%
ANBT
369
American National Bank & Trust
Texas
$11.3M +$279K +1,871 +3%
ACA
370
Aptus Capital Advisors
Alabama
$11.2M +$2.53M +16,993 +29%
PA
371
Perennial Advisors
New York
$11.2M -$65.1K -437 -0.6%
PWLP
372
Prio Wealth Limited Partnership
Massachusetts
$11M – – –
MOACM
373
Mutual of America Capital Management
New York
$11M -$731K -4,904 -6%
SOADOR
374
State of Alaska Department of Revenue
Alaska
$10.9M -$222K -1,490 -2%
B
375
Bellecapital
Switzerland
$10.8M -$208K -1,397 -2%
13 14
15
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