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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 %
HAM
526
Harber Asset Management
North Carolina
$5.29M -$2.59M -17,359 -33%
GHAM
527
Gilman Hill Asset Management
Connecticut
$5.28M +$22.8K +153 +0.4%
DDC
528
DF Dent & Co
Maryland
$5.27M -$202K -1,354 -4%
DLCIG
529
D.L. Carlson Investment Group
New Hampshire
$5.27M +$1.62M +10,894 +45%
AIM
530
Anchor Investment Management
South Carolina
$5.21M +$104K +695 +2%
TRCT
531
Tower Research Capital (TRC)
New York
$5.2M +$1.65M +11,047 +46%
CP
532
CenterBook Partners
Connecticut
$5.2M +$187K +1,255 +4%
NIM
533
Nicollet Investment Management
Minnesota
$5.11M -$7.75K -52 -0.2%
QCM
534
Quantinno Capital Management
New York
$5.1M +$596K +3,999 +13%
BDL
535
Bey-Douglas LLC
Georgia
$5.09M +$54.7K +352 +1%
NP
536
Nilsine Partners
Colorado
$5.07M +$35.8K +240 +0.7%
SCA
537
Snowden Capital Advisors
New York
$5.04M -$165K -1,110 -3%
Wealthfront Advisers
538
Wealthfront Advisers
California
$5.03M +$566K +3,799 +13%
SAM
539
Securian Asset Management
Minnesota
$5.01M -$254K -1,707 -5%
NAM
540
NorthCrest Asset Manangement
Minnesota
$4.98M +$208K +1,395 +4%
SIC
541
SFE Investment Counsel
California
$4.97M -$146K -979 -3%
BMM
542
Buffington Mohr McNeal
Idaho
$4.94M -$379K -2,541 -7%
LSERS
543
Louisiana State Employees Retirement System
Louisiana
$4.93M -$268K -1,800 -5%
VHMC
544
Value Holdings Management Company
New York
$4.92M – – –
ATC
545
Argent Trust Co
Tennessee
$4.87M -$180K -1,207 -4%
AssetMark Inc
546
AssetMark Inc
California
$4.85M +$461K +3,096 +11%
IC
547
IEQ Capital
California
$4.83M +$353K +2,366 +8%
LOAME
548
Lombard Odier Asset Management (Europe)
United Kingdom
$4.83M +$1.4M +9,414 +41%
BSA
549
Bull Street Advisors
Georgia
$4.82M – – –
SCM
550
Soros Capital Management
New York
$4.76M +$1.1M +7,353 +30%
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