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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 %
Vontobel Holding
501
Vontobel Holding
Switzerland
$6.04M -$2.14M -14,366 -26%
ERIC
502
Eagle Rock Investment Company
Georgia
$6.04M +$1.12M +7,507 +23%
TIA
503
Tandem Investment Advisors
South Carolina
$6.04M +$429K +2,875 +8%
IIC
504
Ironwood Investment Counsel
Arizona
$6.01M +$94K +631 +2%
EIA
505
Edgemoor Investment Advisors
Maryland
$5.94M +$502K +3,366 +9%
GWM
506
Graybill Wealth Management
Illinois
$5.83M +$187K +1,256 +3%
BCM
507
Buckhead Capital Management
Georgia
$5.82M -$12.5K -84 -0.2%
SAM
508
Selway Asset Management
$5.81M -$59.6K -400 -1%
TWC
509
TD Waterhouse Canada
Ontario, Canada
$5.74M +$376K +2,556 +7%
HEIP
510
Hudson Edge Investment Partners
New Jersey
$5.7M -$125K -839 -2%
TC
511
TownSquare Capital
Utah
$5.69M +$117K +785 +2%
BBI
512
Baxter Bros Inc
Connecticut
$5.65M -$4.62K -31 -0.1%
CCM
513
Carmel Capital Management
California
$5.6M +$8.2K +55 +0.1%
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$5.6M -$190K -1,276 -3%
EFM
515
Eley Financial Management
Vermont
$5.57M -$14K -94 -0.3%
FWTB
516
First Western Trust Bank
Colorado
$5.53M -$1.12M -7,500 -17%
MAA
517
Matrix Asset Advisors
New York
$5.53M -$103K -690 -2%
RMCM
518
Reynders McVeigh Capital Management
Massachusetts
$5.5M -$76.6K -514 -1%
MCM
519
MAI Capital Management
Ohio
$5.49M +$175K +1,175 +3%
BCM
520
Brookstone Capital Management
Illinois
$5.43M +$1.2M +7,619 +28%
GCP
521
GSA Capital Partners
United Kingdom
$5.41M +$4.95M +33,206 +1,077%
FBFS
522
First Business Financial Services
Wisconsin
$5.39M – – –
GWM
523
Geneos Wealth Management
Colorado
$5.39M -$269K -1,803 -5%
SRC
524
Stone Run Capital
New York
$5.36M -$306K -2,050 -5%
CWM
525
Compass Wealth Management
Connecticut
$5.34M -$73K -490 -1%
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