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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 %
PP
626
Paloma Partners
Connecticut
$3.33M -$412K -2,763 -11%
TCOO
627
Trust Company of Oklahoma
Oklahoma
$3.32M +$106K +709 +3%
FFAM
628
Forge First Asset Management
Canada
$3.31M -$142K -950 -4%
AAS
629
Avantax Advisory Services
Texas
$3.29M +$1.88M +12,627 +134%
Man Group
630
Man Group
United Kingdom
$3.29M +$825K +5,536 +34%
CAL
631
Capital Analysts LLC
Pennsylvania
$3.28M +$204K +1,369 +7%
MC
632
Moors & Cabot
Massachusetts
$3.27M -$87.2K -585 -3%
BIM
633
Baldwin Investment Management
Pennsylvania
$3.27M -$3.73K -25 -0.1%
AHC
634
Anderson Hoagland & Co
Missouri
$3.27M -$469K -3,102 -13%
HIS
635
Horizon Investment Services
Indiana
$3.27M +$8.05K +54 +0.2%
NIM
636
NEOS Investment Management
Connecticut
$3.26M +$1.04M +6,972 +47%
Public Sector Pension Investment Board (PSP Investments)
637
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M +$1.25M +8,369 +63%
AIM
638
Achmea Investment Management
Netherlands
$3.21M – – –
CA
639
Cornerstone Advisors
North Carolina
$3.2M -$1.45M -9,700 -31%
BCM
640
Birch Capital Management
Texas
$3.19M +$97.2K +652 +3%
YIH
641
Y-Intercept (HK)
Hong Kong
$3.19M +$3.19M +21,408 New
PCM
642
Prelude Capital Management
New York
$3.18M -$331K -2,221 -9%
Verition Fund Management
643
Verition Fund Management
Connecticut
$3.16M +$2.29M +15,379 +265%
NA
644
NewEdge Advisors
Louisiana
$3.16M -$547K -3,669 -15%
WCM
645
Wisconsin Capital Management
Wisconsin
$3.15M +$894K +6,000 +40%
FTDI
646
First Trust Direct Indexing
Massachusetts
$3.11M +$592K +3,974 +23%
OAC
647
OMERS Administration Corp
Ontario, Canada
$3.1M +$3.1M +20,831 New
PAG
648
Private Advisor Group
New Jersey
$3.1M +$131K +881 +4%
HWM
649
Hohimer Wealth Management
Washington
$3.09M -$90.8K -609 -3%
PIM
650
Plato Investment Management
Australia
$3.09M +$30.4K +204 +1%
24 25
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