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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 %
Legal & General Group
26
Legal & General Group
United Kingdom
$534M -$11.3M -75,499 -2%
Charles Schwab
27
Charles Schwab
California
$525M +$4.3M +28,875 +0.8%
LWCFA
28
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$456M -$905K -5,761 -0.2%
PAI
29
Pittenger & Anderson Inc
Nebraska
$446M -$2.5M -16,750 -0.6%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$441M +$33.6M +225,159 +8%
Amundi
31
Amundi
France
$417M -$99.3M -667,130 -19%
ECU
32
Egerton Capital (UK)
United Kingdom
$408M -$97.7M -655,536 -19%
Franklin Resources
33
Franklin Resources
California
$401M -$5.33M -35,741 -1%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$398M +$1.28M +8,578 +0.3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$397M -$19.9M -133,319 -5%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$363M -$71.7M -480,767 -16%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$343M -$25.7M -172,486 -7%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$327M -$3.84M -25,464 -1%
William Blair & Company
39
William Blair & Company
Illinois
$324M +$7.86M +52,748 +2%
RJA
40
Raymond James & Associates
Florida
$322M +$3.07M +20,591 +1%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$317M +$13.7M +92,421 +5%
MIM
42
Meridiem Investment Management
United Kingdom
$313M +$10.7M +71,731 +4%
Bank of America
43
Bank of America
North Carolina
$308M -$9.38M -62,963 -3%
CWG
44
C WorldWide Group
Denmark
$290M -$3.34M -22,402 -1%
MPI
45
Mairs & Power Inc
Minnesota
$282M -$2.6M -17,414 -0.9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$276M +$4.05M +27,186 +1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$261M -$7.35M -49,300 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$250M +$39.2M +263,279 +19%
JFL
49
Jarislowsky, Fraser Ltd
Quebec, Canada
$248M -$11.9M -79,939 -5%
Barclays
50
Barclays
United Kingdom
$244M -$61.9M -415,341 -20%
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