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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 %
GC
426
Guggenheim Capital
Illinois
$9.87M +$167K +930 +2%
SCM
427
Soros Capital Management
New York
$9.84M +$4.11M +22,884 +72%
MC
428
Middleton & Co
Massachusetts
$9.74M -$113K -631 -1%
RGI
429
River Global Investors
United Kingdom
$9.72M -$54.3K -302 -0.6%
CCM
430
Carderock Capital Management
Maryland
$9.65M -$7.01K -39 -0.1%
MRCM
431
M&R Capital Management
New Jersey
$9.63M -$115K -640 -1%
MGWM
432
Marks Group Wealth Management
Minnesota
$9.63M -$377K -2,101 -4%
HP
433
Hound Partners
New York
$9.6M -$8.58M -47,784 -47%
BIG
434
Builder Investment Group
Georgia
$9.56M – – –
BCM
435
BTC Capital Management
Iowa
$9.45M -$590K -3,286 -6%
LCM
436
Liberty Capital Management
Michigan
$9.39M +$37.2K +207 +0.4%
CIM
437
Contravisory Investment Management
Massachusetts
$9.35M -$89.6K -499 -0.9%
VPIM
438
Vanguard Personalized Indexing Management
California
$9.34M +$1.6M +8,923 +21%
DF
439
DNCA Finance
France
$9.25M +$9.25M +51,500 New
AI
440
Atria Investments
North Carolina
$9.22M -$1.48M -8,219 -14%
VCA
441
Verdence Capital Advisors
Maryland
$9.19M +$188K +1,048 +2%
SAM
442
Smithbridge Asset Management
Pennsylvania
$9.18M -$624K -3,476 -6%
SA
443
Sanctuary Advisors
Indiana
$9.16M -$3.75M -16,910 -29%
TPCM
444
Two Point Capital Management
New York
$9.09M +$106K +590 +1%
Wellington Management Group
445
Wellington Management Group
Massachusetts
$9.05M +$4.03M +22,410 +80%
ERIC
446
Eagle Rock Investment Company
Georgia
$9.02M +$1.74M +9,702 +24%
HFS
447
Hantz Financial Services
Michigan
$8.94M -$460K -2,558 -5%
WIC
448
Wilkins Investment Counsel
Massachusetts
$8.94M -$225K -1,252 -2%
SWM
449
Spire Wealth Management
Virginia
$8.9M -$282K -1,572 -3%
BCM
450
Brooktree Capital Management
Michigan
$8.86M -$62K -345 -0.7%
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