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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 %
RIM
601
Rakuten Investment Management
Japan
$3.72M +$1.32M +8,847 +55%
JCM
602
Jag Capital Management
Missouri
$3.65M -$8.94K -60 -0.2%
FFBTD
603
First Financial Bank - Trust Division
Ohio
$3.64M +$387K +2,598 +12%
VIM
604
Vinva Investment Management
Australia
$3.63M +$233K +1,564 +7%
PS
605
Principal Securities
Iowa
$3.6M +$487K +3,265 +16%
CAM
606
ClariVest Asset Management
California
$3.59M -$30.9K -207 -0.9%
BCM
607
Blume Capital Management
California
$3.59M -$29.8K -200 -0.8%
JC
608
JB Capital
Connecticut
$3.57M +$51.3K +344 +1%
TCCM
609
Timber Creek Capital Management
Massachusetts
$3.57M +$15.7K +105 +0.4%
FB
610
Fulton Bank
Pennsylvania
$3.56M -$182K -1,220 -5%
ITIM
611
Indiana Trust & Investment Management
Indiana
$3.56M -$139K -932 -4%
FMWA
612
Forvis Mazars Wealth Advisors
Missouri
$3.52M +$207K +1,392 +6%
APIM
613
Agate Pass Investment Management
Washington
$3.48M -$71.8K -482 -2%
CSPAM
614
Cary Street Partners Asset Management
Virginia
$3.48M -$2.24K -15 -0.1%
RPWA
615
Regent Peak Wealth Advisors
Georgia
$3.45M +$46.2K +31 +1%
BLC
616
Brown, Lisle/Cummings
Rhode Island
$3.45M – – –
BCM
617
Becker Capital Management
Oregon
$3.45M +$3.45M +23,135 New
ACI
618
Alpha Cubed Investments
California
$3.44M -$632K -4,238 -16%
VanEck Associates
619
VanEck Associates
New York
$3.43M +$166K +1,117 +5%
GP
620
Geneva Partners
Wisconsin
$3.39M +$847K +5,682 +33%
ANTB
621
AMG National Trust Bank
Colorado
$3.38M -$54.7K -367 -2%
ECM
622
ExodusPoint Capital Management
New York
$3.38M +$3.38M +22,666 New
MGP
623
Metis Global Partners
California
$3.36M -$145K -970 -4%
GIS
624
Graphene Investments SAS
France
$3.35M +$3.35M +22,500 New
PCA
625
Peddock Capital Advisors
Massachusetts
$3.34M -$325K -2,178 -9%
23 24
25
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