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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 %
Amundi
26
Amundi
France
$587M +$60.9M +324,016 +12%
LWCFA
27
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$582M -$8.33M -40,964 -1%
PAI
28
Pittenger & Anderson Inc
Nebraska
$527M -$11.1M -61,575 -2%
Ameriprise
29
Ameriprise
Minnesota
$521M -$133M -741,192 -20%
Franklin Resources
30
Franklin Resources
California
$516M -$3.28M -16,968 -0.6%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$506M -$25.4M -141,542 -5%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$475M -$4.42M -24,619 -0.9%
ECU
33
Egerton Capital (UK)
United Kingdom
$463M -$28.4M -158,255 -6%
DZ Bank
34
DZ Bank
Germany
$409M +$407M +2,263,665 +19,657%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$408M -$29.1M -162,212 -7%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$383M -$29.3M -163,275 -7%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$383M -$5.98M -33,281 -2%
RJA
38
Raymond James & Associates
Florida
$381M -$6.39M -35,596 -2%
William Blair & Company
39
William Blair & Company
Illinois
$379M -$10.9M -60,689 -3%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$371M -$10.9M -60,691 -3%
MIM
41
Meridiem Investment Management
United Kingdom
$371M -$7.27M -40,450 -2%
Deutsche Bank
42
Deutsche Bank
Germany
$359M +$70.9M +394,696 +25%
Bank of America
43
Bank of America
North Carolina
$359M -$12.5M -69,401 -3%
CWG
44
C WorldWide Group
Denmark
$348M -$1.18M -6,579 -0.3%
MPI
45
Mairs & Power Inc
Minnesota
$340M +$276K +1,534 +0.1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$337M +$3.69M +20,545 +1%
UBS Group
47
UBS Group
Switzerland
$312M +$25.3M +140,812 +9%
Swiss National Bank
48
Swiss National Bank
Switzerland
$312M -$2.05M -11,400 -0.7%
Barclays
49
Barclays
United Kingdom
$303M +$8.7M +48,413 +3%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$291M +$36.9M +205,636 +15%
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