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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 %
NYLIM
351
New York Life Investment Management
New York
$15.3M -$709K -3,948 -4%
BWP
352
Baldwin Wealth Partners
Massachusetts
$15.3M -$193K -1,076 -1%
LCM
353
Logan Capital Management
Pennsylvania
$15.3M -$251K -1,397 -2%
CJL
354
Cyrus J. Lawrence
New York
$15.2M +$109K +605 +0.7%
SCM
355
Shelton Capital Management
Colorado
$15.1M -$1.05M -5,838 -6%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$15.1M +$53.3K +297 +0.4%
RSVP
357
Ramsay Stattman Vela & Price
Colorado
$15.1M -$169K -941 -1%
FNBT
358
FineMark National Bank & Trust
Florida
$15M +$76.5K +426 +0.5%
BAM
359
Bell Asset Management
Australia
$14.9M -$5.62M -31,258 -27%
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$14.8M -$108K -602 -0.7%
Los Angeles Capital Management
361
Los Angeles Capital Management
California
$14.8M -$3.44M -19,170 -19%
Public Employees Retirement Association of Colorado
362
Public Employees Retirement Association of Colorado
Colorado
$14.7M -$33.6K -187 -0.2%
YCM
363
Yousif Capital Management
Michigan
$14.6M -$313K -1,740 -2%
VWM
364
Venturi Wealth Management
Texas
$14.5M +$264K +1,467 +2%
MJP
365
Michael J. Puzo
$14.5M -$68.1K -379 -0.5%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5M +$3.99M +22,216 +38%
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$14.4M +$2.26M +12,576 +19%
GVAG
368
Great Valley Advisor Group
Delaware
$14.4M -$72K -401 -0.5%
EI
369
Ethic Inc
New York
$14.2M -$798K -4,996 -5%
SCP
370
Steamboat Capital Partners
New York
$14.1M +$3.28M +18,277 +30%
ANBT
371
American National Bank & Trust
Texas
$14.1M +$492K +2,741 +4%
ROC
372
Running Oak Capital
Minnesota
$14.1M -$381K -2,119 -3%
SWK
373
Stephen W. Kidder
$14M -$415K -2,312 -3%
SOADOR
374
State of Alaska Department of Revenue
Alaska
$13.8M +$584K +3,250 +4%
RBC
375
Romano Brothers & Co
Illinois
$13.3M +$620K +3,450 +5%
13 14
15
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