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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 %
AI
476
AdvisorShares Investments
Maryland
$8.04M +$128K +712 +2%
TIM
477
Thompson Investment Management
Wisconsin
$7.97M -$43.8K -244 -0.5%
HPC
478
HM Payson & Co
Maine
$7.92M -$512K -2,851 -6%
CRC
479
Curi RMB Capital
Illinois
$7.91M +$137K +763 +2%
WAM
480
Weiss Asset Management
Massachusetts
$7.82M +$5.39M +30,024 +223%
CAM
481
Cresset Asset Management
Illinois
$7.8M +$233K +1,297 +3%
AFG
482
Argent Financial Group
Louisiana
$7.73M +$7.73M +43,016 New
BEAM
483
Baker Ellis Asset Management
Washington
$7.69M -$43.1K -240 -0.6%
VCM
484
VeriStar Capital Management
New York
$7.57M -$12.5M -69,546 -62%
MS
485
Marshall & Sullivan
Washington
$7.57M -$167K -931 -2%
RMC
486
Resources Management Corp
Connecticut
$7.57M -$76.4K -425 -1%
AssetMark Inc
487
AssetMark Inc
California
$7.44M +$1.6M +8,923 +27%
TWC
488
TD Waterhouse Canada
Ontario, Canada
$7.42M +$355K +1,957 +5%
EIA
489
Edgemoor Investment Advisors
Maryland
$7.39M +$232K +1,293 +3%
BCI
490
Brinker Capital Investments
Pennsylvania
$7.38M -$887K -4,935 -11%
OPS
491
Orion Portfolio Solutions
Nebraska
$7.38M -$887K -4,935 -11%
QCM
492
Quantinno Capital Management
New York
$7.36M +$1.21M +6,722 +20%
CCG
493
Cloverfields Capital Group
Minnesota
$7.35M -$630K -3,507 -8%
NME
494
Notis-McConarty Edward
$7.31M -$919K -5,116 -11%
Vontobel Holding
495
Vontobel Holding
Switzerland
$7.31M +$30.5K +170 +0.4%
TC
496
TownSquare Capital
Utah
$7.26M +$399K +2,219 +6%
CWM
497
CMH Wealth Management
New Hampshire
$7.25M -$175K -976 -2%
BCM
498
Brookstone Capital Management
Illinois
$7.24M +$1.06M +5,927 +17%
IIC
499
Ironwood Investment Counsel
Arizona
$7.22M -$22.6K -126 -0.3%
KRS
500
Kentucky Retirement Systems
Kentucky
$7.21M -$716K -3,983 -9%
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