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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 %
KP
576
Keel Point
Alabama
$4.97M -$218K -1,212 -4%
NIM
577
NEOS Investment Management
Connecticut
$4.96M +$1.02M +5,684 +26%
CCT
578
Capital City Trust
Florida
$4.96M +$114K +636 +2%
CP
579
Clayton Partners
California
$4.95M -$41.9K -233 -0.8%
ATS
580
Ashton Thomas Securities
New York
$4.9M +$393K +2,186 +9%
PCM
581
Prana Capital Management
Connecticut
$4.88M -$19.8M -110,284 -80%
GL
582
Graypoint LLC
New York
$4.86M +$85.9K +478 +2%
NRG
583
Nemes Rush Group
Michigan
$4.86M -$224K -1,401 -4%
OIA
584
OneDigital Investment Advisors
Kansas
$4.8M -$385K -2,142 -7%
FWM
585
FFT Wealth Management
Pennsylvania
$4.79M +$32K +178 +0.7%
IMRF
586
Illinois Municipal Retirement Fund
Illinois
$4.78M – – –
AIM
587
AMI Investment Management
Indiana
$4.77M -$365K -2,034 -7%
MWA
588
Meridian Wealth Advisors
Texas
$4.74M +$105K +585 +2%
RF
589
Robbins Farley
New Hampshire
$4.72M -$402K -2,235 -8%
AG
590
Ascent Group
Virginia
$4.71M -$26.6K -148 -0.6%
CIM
591
Chiron Investment Management
New York
$4.71M +$4.71M +26,213 New
HAM
592
Harber Asset Management
North Carolina
$4.66M -$1.72M -9,575 -27%
PS
593
Principal Securities
Iowa
$4.63M +$286K +1,592 +7%
SSA
594
Schonfeld Strategic Advisors
New York
$4.62M +$1.19M +6,620 +35%
KTM
595
Keeler Thomas Management
Utah
$4.61M +$101K +561 +2%
National Bank of Canada
596
National Bank of Canada
Quebec, Canada
$4.59M -$329K -1,833 -7%
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Canada
$4.57M +$1.13M +6,300 +33%
CB
598
Cadence Bank
Mississippi
$4.52M -$15.1K -84 -0.3%
JCM
599
Jag Capital Management
Missouri
$4.48M +$83K +462 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
600
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.47M +$4.47M +24,902 +2,490,200%
22 23
24
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