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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 %
SSA
676
Schonfeld Strategic Advisors
New York
$2.85M -$31.2M -209,013 -92%
LOAMS
677
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.82M -$187K -1,258 -6%
SAM
678
Silphium Asset Management
United Kingdom
$2.82M – – –
KRSITF
679
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.81M -$139K -935 -5%
GF
680
Gabelli Funds
New York
$2.8M -$164K -1,100 -6%
RVM
681
Robinson Value Management
Texas
$2.79M -$143K -958 -5%
BRWA
682
B. Riley Wealth Advisors
Florida
$2.78M +$121K +813 +5%
NMIMC
683
Northwestern Mutual Investment Management Company
Wisconsin
$2.78M -$63.2K -424 -2%
BIA
684
Barry Investment Advisors
Massachusetts
$2.77M -$189K -1,266 -6%
AWS
685
Atria Wealth Solutions
New York
$2.76M +$73.5K +493 +3%
BIM
686
Bridges Investment Management
Nebraska
$2.76M +$1.75M +11,732 +173%
LJHT
687
Laurie J. Hall Trustee
$2.75M -$1.49K -10 -0.1%
BFG
688
Bleakley Financial Group
New Jersey
$2.74M +$93K +624 +4%
SW
689
Simplicity Wealth
New Jersey
$2.74M +$100K +673 +4%
BFG
690
Berger Financial Group
Minnesota
$2.73M +$3.73K +25 +0.1%
AWM
691
Axxcess Wealth Management
California
$2.72M -$110K -741 -4%
SC
692
Savant Capital
Illinois
$2.67M +$84.5K +567 +3%
ACM
693
Argyle Capital Management
Pennsylvania
$2.61M -$104K -700 -4%
EP
694
Edgestream Partners
New Jersey
$2.58M +$2.29M +15,355 +780%
PDL
695
Portfolio Design Labs
California
$2.57M +$447K +3,000 +21%
TCM
696
Twin Capital Management
Pennsylvania
$2.57M +$8.2K +55 +0.3%
Nomura Holdings
697
Nomura Holdings
Japan
$2.56M +$1.85M +12,413 +259%
MAM
698
Magellan Asset Management
Australia
$2.56M – – –
HCA
699
Harbor Capital Advisors
Illinois
$2.55M +$209K +1,402 +9%
GS
700
GTS Securities
New York
$2.53M +$767K +5,148 +43%
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