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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 %
OPERF
451
Oregon Public Employees Retirement Fund
Oregon
$8.85M -$176K -980 -2%
IIM
452
INTECH Investment Management
Florida
$8.84M -$929K -5,170 -10%
AFWM
453
AMJ Financial Wealth Management
Virginia
$8.84M +$49.4K +275 +0.6%
FNT
454
First National Trust
Pennsylvania
$8.79M -$93.2K -519 -1%
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
$8.76M +$1.23M +7,817 +16%
PKC
456
Palmer Knight Company
Florida
$8.7M -$94.5K -526 -1%
GIBU
457
Gulf International Bank (UK)
United Kingdom
$8.65M -$478K -2,658 -5%
CAC
458
Core Alternative Capital
Georgia
$8.64M -$1.25M -6,955 -13%
OC
459
Oarsman Capital
Wisconsin
$8.6M -$87.3K -486 -1%
PAMG
460
Patton Albertson Miller Group
Tennessee
$8.5M -$500K -2,782 -6%
MIP
461
Marietta Investment Partners
Wisconsin
$8.48M -$56.8K -316 -0.7%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$8.43M -$90.5K -504 -1%
PP
463
Prudential plc
United Kingdom
$8.41M -$3.32M -18,477 -28%
TSS
464
Thomas Story & Son
Indiana
$8.41M -$2.7K -15 -0%
CVM
465
Cheviot Value Management
California
$8.35M -$1.15M -6,386 -12%
RAM
466
Redmond Asset Management
Virginia
$8.33M -$72.4K -403 -0.9%
SWM
467
Sendero Wealth Management
Texas
$8.32M +$334K +1,858 +4%
JC
468
Jacobs & Co
California
$8.31M -$446K -2,480 -5%
DRD
469
Dennis R. Delaney
$8.3M -$276K -1,535 -3%
MKC
470
M. Kraus & Co
Vermont
$8.25M -$193K -1,075 -2%
HBT
471
Hills Bank & Trust
Iowa
$8.23M -$359K -1,996 -4%
SI
472
Sora Investors
Pennsylvania
$8.13M +$8.13M +45,259 New
HR
473
Howe & Rusling
New York
$8.1M +$280K +1,561 +4%
Man Group
474
Man Group
United Kingdom
$8.07M +$4.11M +22,889 +104%
ACM
475
Ayrshire Capital Management
Connecticut
$8.07M -$112K -624 -1%
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