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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 %
CCM
451
Cox Capital Management
Massachusetts
$7.51M -$138K -926 -2%
OPERF
452
Oregon Public Employees Retirement Fund
Oregon
$7.49M -$153K -1,029 -2%
PAMG
453
Patton Albertson Miller Group
Tennessee
$7.47M +$634K +4,257 +9%
VCA
454
Verdence Capital Advisors
Maryland
$7.47M +$206K +1,381 +3%
TPCM
455
Two Point Capital Management
New York
$7.46M +$62K +416 +0.8%
BCM
456
Brooktree Capital Management
Michigan
$7.41M -$426K -2,861 -5%
FNT
457
First National Trust
Pennsylvania
$7.37M -$665K -4,459 -8%
CAM
458
Close Asset Management
United Kingdom
$7.37M +$232K +1,560 +3%
Marshall Wace
459
Marshall Wace
United Kingdom
$7.32M -$2.61M -17,535 -26%
AFWM
460
AMJ Financial Wealth Management
Virginia
$7.3M +$1.86M +12,511 +34%
PKC
461
Palmer Knight Company
Florida
$7.29M +$11.9K +80 +0.2%
JC
462
Jacobs & Co
California
$7.26M -$221K -1,485 -3%
CI
463
CX Institutional
Indiana
$7.23M +$6.26K +42 +0.1%
OC
464
Oarsman Capital
Wisconsin
$7.21M -$115K -771 -2%
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$7.15M -$1.5M -10,051 -17%
HBT
466
Hills Bank & Trust
Iowa
$7.13M -$266K -1,788 -4%
DRD
467
Dennis R. Delaney
$7.11M -$147K -988 -2%
MIP
468
Marietta Investment Partners
Wisconsin
$7.08M +$271K +1,820 +4%
CSPIA
469
Cary Street Partners Investment Advisory
Virginia
$7.07M +$5.81K +39 +0.1%
MKC
470
M. Kraus & Co
Vermont
$7.01M +$16.4K +110 +0.2%
HPC
471
HM Payson & Co
Maine
$6.99M -$8.35K -56 -0.1%
TSS
472
Thomas Story & Son
Indiana
$6.98M +$2.34M +15,690 +50%
RAM
473
Redmond Asset Management
Virginia
$6.97M -$301K -2,021 -4%
BCI
474
Brinker Capital Investments
Pennsylvania
$6.86M -$477K -3,200 -7%
OPS
475
Orion Portfolio Solutions
Nebraska
$6.86M -$477K -3,200 -7%
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