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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 %
JGUA
501
John G. Ullman & Associates
New York
$7.16M -$578K -3,216 -7%
TIA
502
Tandem Investment Advisors
South Carolina
$7.15M -$125K -693 -2%
SAM
503
Selway Asset Management
$7.01M – – –
Focus Partners Wealth
504
Focus Partners Wealth
Massachusetts
$6.93M -$3.71M -20,643 -35%
GWM
505
Graybill Wealth Management
Illinois
$6.91M -$117K -652 -2%
Wealthfront Advisers
506
Wealthfront Advisers
California
$6.79M +$731K +4,068 +12%
MSU
507
Mizuho Securities USA
New York
$6.71M -$1.4M -7,780 -17%
HEIP
508
Hudson Edge Investment Partners
New Jersey
$6.69M -$172K -960 -3%
CCM
509
Carmel Capital Management
California
$6.69M -$54.8K -305 -0.8%
CCM
510
Cox Capital Management
Massachusetts
$6.61M -$2.44M -13,565 -27%
EFM
511
Eley Financial Management
Vermont
$6.57M -$150K -837 -2%
HIMCH
512
Hartford Investment Management Co (HIMCO)
Connecticut
$6.53M -$213K -1,186 -3%
CLGM
513
Capitolis Liquid Global Markets
New York
$6.49M +$6.49M +36,150 New
GHAM
514
Gilman Hill Asset Management
Connecticut
$6.49M +$129K +720 +2%
BCM
515
Buckhead Capital Management
Georgia
$6.47M -$549K -3,057 -8%
MAA
516
Matrix Asset Advisors
New York
$6.46M -$204K -1,137 -3%
MCM
517
MAI Capital Management
Ohio
$6.43M -$191K -1,064 -3%
CGH
518
Crossmark Global Holdings
Texas
$6.43M -$1.31M -7,283 -17%
AIM
519
Anchor Investment Management
South Carolina
$6.37M +$89.3K +497 +1%
GS
520
GTS Securities
New York
$6.36M +$3.3M +18,377 +108%
RMCM
521
Reynders McVeigh Capital Management
Massachusetts
$6.35M -$277K -1,544 -4%
CWM
522
Compass Wealth Management
Connecticut
$6.32M -$117K -650 -2%
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$6.31M -$40.6K -226 -0.6%
GWM
524
Geneos Wealth Management
Colorado
$6.26M -$238K -1,323 -4%
BBI
525
Baxter Bros Inc
Connecticut
$6.26M -$558K -3,108 -8%
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