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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 %
LS
626
Livforsakringsbolaget Skandia
Sweden
$4.05M +$1.27M +7,062 +46%
HIS
627
Horizon Investment Services
Indiana
$4.05M +$112K +624 +3%
PCA
628
Peddock Capital Advisors
Massachusetts
$4.05M +$21.9K +122 +0.5%
CPC
629
Consolidated Planning Corp
Georgia
$4.04M +$550K +3,064 +16%
VAG
630
VisionPoint Advisory Group
Texas
$4.01M -$904K -5,031 -18%
FNBOO
631
First National Bank of Omaha
Nebraska
$4.01M -$1.35M -7,519 -25%
AHC
632
Anderson Hoagland & Co
Missouri
$4.01M – – –
TCOO
633
Trust Company of Oklahoma
Oklahoma
$4.01M +$13.8K +77 +0.3%
FFAM
634
Forge First Asset Management
Canada
$3.99M – – –
FB
635
Fulton Bank
Pennsylvania
$3.99M -$304K -1,690 -7%
APIM
636
Agate Pass Investment Management
Washington
$3.98M -$211K -1,172 -5%
RSWM
637
Robertson Stephens Wealth Management
California
$3.96M -$1.14M -6,369 -22%
BCM
638
Birch Capital Management
Texas
$3.96M +$105K +585 +3%
TAMH
639
Taikang Asset Management (HK)
Hong Kong
$3.95M +$2.78M +15,500 +238%
MC
640
Moors & Cabot
Massachusetts
$3.89M -$57.5K -320 -1%
FNA
641
First National Advisers
Nebraska
$3.88M -$660K -3,672 -15%
AIM
642
Achmea Investment Management
Netherlands
$3.88M – – –
CA
643
Cornerstone Advisors
North Carolina
$3.86M – – –
PIM
644
Plato Investment Management
Australia
$3.86M +$140K +779 +4%
BIM
645
Baldwin Investment Management
Pennsylvania
$3.83M -$108K -600 -3%
RJT
646
Raymond James Trust
Florida
$3.81M +$359K +2,001 +10%
WCM
647
Wisconsin Capital Management
Wisconsin
$3.8M +$12.6K +70 +0.3%
VA
648
Vident Advisory
Georgia
$3.79M +$814K +4,533 +27%
PCM
649
Prelude Capital Management
New York
$3.79M -$46.9K -261 -1%
ACI
650
Alpha Cubed Investments
California
$3.78M -$373K -2,077 -9%
24 25
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