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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 %
BIM
676
Bridges Investment Management
Nebraska
$3.33M +$3.59K +20 +0.1%
RVM
677
Robinson Value Management
Texas
$3.32M -$39.9K -222 -1%
LJHT
678
Laurie J. Hall Trustee
$3.31M -$8.08K -45 -0.2%
AWS
679
Atria Wealth Solutions
New York
$3.28M -$50.8K -283 -2%
NMIMC
680
Northwestern Mutual Investment Management Company
Wisconsin
$3.28M -$67.4K -375 -2%
Kayne Anderson Rudnick Investment Management
681
Kayne Anderson Rudnick Investment Management
California
$3.25M +$525K +2,924 +19%
BFG
682
Berger Financial Group
Minnesota
$3.25M -$41.9K -233 -1%
LG
683
LaFleur & Godfrey
Michigan
$3.24M -$255K -1,420 -7%
EIG
684
Ellenbecker Investment Group
Wisconsin
$3.23M -$384K -2,140 -11%
CIG
685
CHB Investment Group
Pennsylvania
$3.23M +$3.23M +17,962 New
AWM
686
Axxcess Wealth Management
California
$3.21M -$66.1K -368 -2%
WSFS
687
Wilmington Savings Fund Society
Delaware
$3.11M +$2.39M +13,314 +333%
GF
688
Gabelli Funds
New York
$3.11M -$269K -1,500 -8%
CCM
689
Condor Capital Management
New Jersey
$3.08M +$2.26M +12,601 +278%
FHA
690
First Horizon Advisors
Tennessee
$3.07M +$116K +645 +4%
KRSITF
691
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M -$328K -1,826 -10%
OCM
692
Olstein Capital Management
New York
$3.05M +$719K +4,000 +31%
MWS
693
Maxwell Wealth Strategies
California
$3.05M +$582K +2,869 +24%
ATPW
694
Ashton Thomas Private Wealth
Arizona
$2.97M +$591K +3,290 +25%
WMG
695
WESCAP Management Group
California
$2.94M -$51K -284 -2%
TMAM
696
Tokio Marine Asset Management
Japan
$2.88M +$130K +722 +5%
NSIM
697
North Star Investment Management
Illinois
$2.88M – – –
BIA
698
Barry Investment Advisors
Massachusetts
$2.88M -$468K -2,607 -14%
PDL
699
Portfolio Design Labs
California
$2.86M -$241K -1,339 -8%
FCM
700
Fairbanks Capital Management
California
$2.84M +$99.7K +555 +4%
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