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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 %
RSWM
576
Robertson Stephens Wealth Management
California
$4.24M -$3.73K -25 -0.1%
TFG
577
Taylor Financial Group
Virginia
$4.21M -$14.9K -100 -0.4%
ECM
578
EagleClaw Capital Management
Massachusetts
$4.19M -$14.9K -100 -0.4%
NED
579
Nancy E. Dempze
$4.19M +$12.7K +85 +0.3%
Wellington Management Group
580
Wellington Management Group
Massachusetts
$4.17M +$1.55M +10,409 +59%
SC
581
SouthState Corp
Florida
$4.16M +$24.3K +163 +0.6%
FT
582
Fiduciary Trust
Massachusetts
$4.15M +$231K +1,552 +6%
CP
583
Clayton Partners
California
$4.14M -$49K -329 -1%
ASN
584
Advisory Services Network
Georgia
$4.09M +$40.2K +270 +1%
VAG
585
VisionPoint Advisory Group
Texas
$4.08M +$342K +2,296 +9%
HWM
586
HB Wealth Management
Georgia
$4.03M -$55.6K -373 -1%
National Bank of Canada
587
National Bank of Canada
Quebec, Canada
$4.02M -$24.4K -166 -0.6%
CCT
588
Capital City Trust
Florida
$4.02M +$17.3K +116 +0.4%
IMRF
589
Illinois Municipal Retirement Fund
Illinois
$3.96M – – –
GL
590
Graypoint LLC
New York
$3.96M -$98.4K -660 -2%
FWM
591
FFT Wealth Management
Pennsylvania
$3.95M – – –
AG
592
Ascent Group
Virginia
$3.93M +$469K +3,146 +14%
MWA
593
Meridian Wealth Advisors
Texas
$3.84M +$18.6K +125 +0.5%
AAS
594
Ameritas Advisory Services
Nebraska
$3.83M +$40.1K +269 +1%
EOJOAM
595
E. Ohman J:or Asset Management
Sweden
$3.82M +$164K +1,100 +4%
ATS
596
Ashton Thomas Securities
New York
$3.79M +$3.79M +25,073 New
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$3.78M +$313K +2,098 +9%
FNA
598
First National Advisers
Nebraska
$3.77M +$35.3K +237 +0.9%
CB
599
Cadence Bank
Mississippi
$3.76M – – –
KTM
600
Keeler Thomas Management
Utah
$3.76M -$40K -267 -1%
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