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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 %
HWM
651
Hohimer Wealth Management
Washington
$3.73M +$3.23K +18 +0.1%
EF
652
Empirical Finance
Pennsylvania
$3.71M +$69.7K +388 +2%
ANTB
653
AMG National Trust Bank
Colorado
$3.71M -$364K -2,026 -9%
PAG
654
Private Advisor Group
New Jersey
$3.69M -$53.9K -300 -1%
MWM
655
Mission Wealth Management
California
$3.65M -$38.3K -213 -1%
SFI
656
Siemens Fonds Invest
Germany
$3.65M -$25K -139 -0.7%
KA
657
KLCM Advisors
Wisconsin
$3.64M +$183K +1,020 +5%
GCM
658
Greenland Capital Management
New York
$3.6M +$1.5M +8,330 +71%
CAM
659
ClariVest Asset Management
California
$3.59M – – –
DCM
660
Davidson Capital Management
Texas
$3.59M -$37K -206 -1%
LOAMS
661
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.58M +$178K +993 +5%
GIS
662
Graphene Investments SAS
France
$3.58M -$467K -2,600 -12%
IRAG
663
Investment Research & Advisory Group
Georgia
$3.57M +$37.9K +211 +1%
ECM
664
Everence Capital Management
Indiana
$3.55M – – –
CNAM
665
Campbell Newman Asset Management
Wisconsin
$3.55M -$81.9K -456 -2%
AEPWM
666
Atlantic Edge Private Wealth Management
Florida
$3.54M +$20.7K +115 +0.6%
SCM
667
Sterling Capital Management
North Carolina
$3.53M +$3.53M +19,664 New
AWCI
668
Alpine Woods Capital Investors
New York
$3.52M – – –
CIP
669
Chartwell Investment Partners
Pennsylvania
$3.47M -$128K -715 -4%
ADMI
670
Albert D. Mason Inc
Massachusetts
$3.45M -$193K -1,074 -5%
SLI
671
Sumitomo Life Insurance
Japan
$3.42M +$523K +2,911 +18%
BFG
672
Bleakley Financial Group
New Jersey
$3.4M +$95K +529 +3%
AWM
673
Apollon Wealth Management
South Carolina
$3.38M -$266K -1,480 -7%
PIM
674
Penobscot Investment Management
Massachusetts
$3.37M -$76.4K -425 -2%
EHWM
675
Eads & Heald Wealth Management
Georgia
$3.34M -$275K -1,531 -8%
25 26
27
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