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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 %
SWS
651
SYSTM Wealth Solutions
Illinois
$3.07M +$802K +5,379 +35%
MWM
652
Mission Wealth Management
California
$3.06M +$8.94K +60 +0.3%
NB
653
Norinchukin Bank
Japan
$3.06M +$74.8K +502 +3%
PAS
654
Park Avenue Securities
New York
$3.06M +$241K +1,619 +9%
SFI
655
Siemens Fonds Invest
Germany
$3.05M -$16.5K -111 -0.5%
Acadian Asset Management
656
Acadian Asset Management
Massachusetts
$3.04M -$5.4M -36,240 -64%
AWM
657
Apollon Wealth Management
South Carolina
$3.02M +$362K +2,429 +14%
EF
658
Empirical Finance
Pennsylvania
$3.02M -$197K -1,321 -6%
ADMI
659
Albert D. Mason Inc
Massachusetts
$3.02M +$447 +3 +0%
DCM
660
Davidson Capital Management
Texas
$3.01M +$282K +1,894 +10%
CNAM
661
Campbell Newman Asset Management
Wisconsin
$3.01M -$2.98K -20 -0.1%
EIG
662
Ellenbecker Investment Group
Wisconsin
$3M – – –
EHWM
663
Eads & Heald Wealth Management
Georgia
$3M -$120K -804 -4%
CIP
664
Chartwell Investment Partners
Pennsylvania
$2.99M -$27.1K -182 -0.9%
BG
665
BDF Gestion
France
$2.98M +$2.98M +20,000 New
IRAG
666
Investment Research & Advisory Group
Georgia
$2.93M +$65.7K +441 +2%
AEPWM
667
Atlantic Edge Private Wealth Management
Florida
$2.92M -$20.9K -140 -0.7%
LG
668
LaFleur & Godfrey
Michigan
$2.9M -$72K -483 -2%
CPC
669
Consolidated Planning Corp
Georgia
$2.89M +$199K +1,333 +7%
TFA
670
Trinity Financial Advisors
Ohio
$2.89M – – –
KA
671
KLCM Advisors
Wisconsin
$2.86M – – –
CTC
672
Central Trust Company
Missouri
$2.86M -$139K -933 -5%
RJT
673
Raymond James Trust
Florida
$2.86M +$18.6K +125 +0.7%
PIM
674
Penobscot Investment Management
Massachusetts
$2.86M +$774K +5,195 +37%
IMCOOI
675
Investment Management Corp of Ontario (IMCO)
Canada
$2.85M +$507K +3,400 +22%
25 26
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