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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 %
BFA
376
Bragg Financial Advisors
North Carolina
$10.8M -$75.9K -509 -0.7%
IG
377
ING Group
Netherlands
$10.8M +$6.69M +44,903 +163%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$10.8M +$2.36M +15,819 +28%
LPT
379
Legacy Private Trust
Wisconsin
$10.7M -$111K -747 -1%
QC
380
Quadrature Capital
United Kingdom
$10.7M +$10.7M +71,774 New
AC
381
Addenda Capital
Quebec, Canada
$10.7M +$654K +4,391 +7%
Kovitz Investment Group Partners
382
Kovitz Investment Group Partners
Illinois
$10.6M +$2.66M +17,836 +33%
NAM
383
Nissay Asset Management
Japan
$10.6M +$189K +1,268 +2%
Pathstone Holdings
384
Pathstone Holdings
New Jersey
$10.6M -$32.8K -220 -0.3%
RBC
385
Romano Brothers & Co
Illinois
$10.6M -$760K -5,100 -7%
WC
386
Woodstock Corp
Massachusetts
$10.5M +$22.4K +150 +0.2%
SG Americas Securities
387
SG Americas Securities
New York
$10.3M -$10.6M -71,212 -51%
HighTower Advisors
388
HighTower Advisors
Illinois
$10.3M +$158K +1,062 +2%
HL
389
HeadInvest LLC
Maine
$10.3M -$65.6K -440 -0.6%
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$10.3M +$745K +4,996 +8%
PAM
391
Panagora Asset Management
Massachusetts
$10.2M -$61.3M -411,563 -86%
CC
392
Cadinha & Co
Hawaii
$10.2M -$8.99M -60,310 -47%
MGP
393
M&G plc
United Kingdom
$10.1M +$767K +5,151 +8%
BG
394
Bahl & Gaynor
Ohio
$10.1M -$115K -774 -1%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$10.1M +$602K +4,036 +6%
PFP
396
Pinnacle Financial Partners
Tennessee
$10M +$32.3K +217 +0.3%
WB
397
Webster Bank
Connecticut
$9.97M -$295K -1,979 -3%
PI
398
PGGM Investments
Netherlands
$9.89M +$595K +3,995 +6%
GWM
399
GDS Wealth Management
Texas
$9.85M +$1.18M +7,917 +14%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$9.85M +$185K +1,240 +2%
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