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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 %
PA
701
Pinnacle Associates
New York
$2.52M +$745 +5 +0%
AP
702
Advisors Preferred
Maryland
$2.51M +$2.51M +17,042 New
WMG
703
WESCAP Management Group
California
$2.48M – – –
VA
704
Vident Advisory
Georgia
$2.47M +$634K +4,257 +35%
USAA
705
United Services Automobile Association
Texas
$2.46M -$16.7K -112 -0.7%
BSW
706
Buckingham Strategic Wealth
Missouri
$2.46M -$147K -988 -6%
TCAM
707
Turtle Creek Asset Management
Ontario, Canada
$2.46M +$298K +2,000 +14%
FHA
708
First Horizon Advisors
Tennessee
$2.45M -$75.6K -507 -3%
AWCI
709
Alpine Woods Capital Investors
New York
$2.44M -$7.45K -50 -0.3%
LCM
710
Laurion Capital Management
New York
$2.44M +$2.44M +16,363 New
SLI
711
Sumitomo Life Insurance
Japan
$2.41M +$1.88M +12,601 +355%
AWM
712
AE Wealth Management
Kansas
$2.4M +$1.53M +10,298 +176%
NSIM
713
North Star Investment Management
Illinois
$2.39M – – –
Citadel Advisors
714
Citadel Advisors
Florida
$2.38M +$2.38M +15,961 New
AI
715
Arvest Investments
Arkansas
$2.37M -$16.1K -108 -0.7%
Squarepoint
716
Squarepoint
New York
$2.36M -$62.7K -421 -3%
FFO
717
Fiduciary Family Office
Florida
$2.36M +$76.8K +515 +3%
AF
718
Aviso Financial
Ontario, Canada
$2.36M +$2.36M +15,831 New
OAM
719
Ostrum Asset Management
France
$2.34M +$36.7K +246 +2%
HS
720
HighVista Strategies
Massachusetts
$2.32M +$432K +2,900 +23%
LS
721
Livforsakringsbolaget Skandia
Sweden
$2.31M -$44.7K -300 -2%
IWC
722
Integrated Wealth Concepts
Massachusetts
$2.29M +$282K +1,890 +14%
TMAM
723
Tokio Marine Asset Management
Japan
$2.28M +$69.9K +469 +3%
CG
724
Caprock Group
Idaho
$2.27M +$311K +2,090 +16%
FCM
725
Fairbanks Capital Management
California
$2.27M +$33.1K +222 +1%
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