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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 %
Hudson Bay Capital Management
476
Hudson Bay Capital Management
Connecticut
$6.85M -$5.52M -37,063 -45%
NME
477
Notis-McConarty Edward
$6.83M -$42K -282 -0.6%
ACM
478
Ayrshire Capital Management
Connecticut
$6.79M -$66.8K -448 -1%
MSRPS
479
Maryland State Retirement & Pension System
Maryland
$6.77M -$230K -1,542 -3%
MSU
480
Mizuho Securities USA
New York
$6.72M +$6.72M +45,113 New
KS
481
Karpas Strategies
Connecticut
$6.71M -$35.8K -240 -0.5%
TIM
482
Thompson Investment Management
Wisconsin
$6.65M -$106K -710 -2%
SWM
483
Sendero Wealth Management
Texas
$6.63M -$257K -1,722 -4%
CCG
484
Cloverfields Capital Group
Minnesota
$6.62M +$235K +1,578 +4%
KRS
485
Kentucky Retirement Systems
Kentucky
$6.57M -$222K -1,489 -3%
HT
486
Heritage Trust
Oklahoma
$6.5M -$29.7K -199 -0.5%
HR
487
Howe & Rusling
New York
$6.49M +$2.03M +13,649 +46%
AI
488
AdvisorShares Investments
Maryland
$6.48M +$445K +3,026 +7%
CRC
489
Curi RMB Capital
Illinois
$6.45M +$149 +1 +0%
MS
490
Marshall & Sullivan
Washington
$6.42M -$151K -1,012 -2%
BEAM
491
Baker Ellis Asset Management
Washington
$6.42M -$58.1K -390 -0.9%
JGUA
492
John G. Ullman & Associates
New York
$6.42M -$59.6K -400 -0.9%
CGH
493
Crossmark Global Holdings
Texas
$6.42M -$495K -3,319 -7%
RMC
494
Resources Management Corp
Connecticut
$6.34M -$158K -1,059 -2%
Mirae Asset Global Investments
495
Mirae Asset Global Investments
South Korea
$6.34M -$91.7M -694,337 -94%
Walleye Trading
496
Walleye Trading
New York
$6.34M -$2.82M -18,927 -31%
CAM
497
Cresset Asset Management
Illinois
$6.28M +$1.22M +8,169 +24%
VPIM
498
Vanguard Personalized Indexing Management
California
$6.26M +$1.06M +7,319 +20%
CWM
499
CMH Wealth Management
New Hampshire
$6.16M -$59.6K -400 -1%
MPM
500
MBB Public Markets
Illinois
$6.15M +$6.15M +41,278 New
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