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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 %
PAS
701
Park Avenue Securities
New York
$2.81M -$880K -4,902 -24%
SWM
702
Salvus Wealth Management
New Jersey
$2.8M +$2.8M +15,591 New
AF
703
Aviso Financial
Ontario, Canada
$2.8M -$47.8K -266 -2%
ACM
704
Argyle Capital Management
Pennsylvania
$2.79M -$353K -1,965 -11%
Squarepoint
705
Squarepoint
New York
$2.78M -$64K -356 -2%
HCA
706
Harbor Capital Advisors
Illinois
$2.78M -$304K -1,691 -10%
OAM
707
Ostrum Asset Management
France
$2.77M -$45.6K -254 -2%
FFO
708
Fiduciary Family Office
Florida
$2.74M -$106K -590 -4%
KCM
709
Kendall Capital Management
Maryland
$2.72M +$48.5K +270 +2%
NDSI
710
Newman Dignan & Sheerar Inc
Rhode Island
$2.69M +$8.06K +40 +0.3%
MAS
711
Meeder Advisory Services
Ohio
$2.68M -$31.1K -173 -1%
AIM
712
Avanda Investment Management
Singapore
$2.67M -$2.62M -14,584 -49%
BC
713
Burney Company
Virginia
$2.67M – – –
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$2.66M -$26.6K -148 -1%
IWC
715
Integrated Wealth Concepts
Massachusetts
$2.66M -$107K -595 -4%
PWM
716
Palumbo Wealth Management
New York
$2.65M +$57.7K +321 +2%
CCM
717
Coldstream Capital Management
Washington
$2.64M +$324K +1,766 +14%
BG
718
BDF Gestion
France
$2.64M – – –
UB
719
UMB Bank
Missouri
$2.62M +$31.4K +175 +1%
GI
720
GAMMA Investing
California
$2.61M +$424K +2,360 +19%
LF
721
Longbow Finance
Switzerland
$2.59M +$2.59M +14,439 New
AC
722
Asio Capital
Kentucky
$2.59M +$2.59M +14,424 New
HIP
723
Harrell Investment Partners
Texas
$2.57M +$20.3K +113 +0.8%
MOS
724
MGO One Seven
Ohio
$2.57M +$75.8K +422 +3%
DC
725
Davenport & Co
Virginia
$2.57M +$36.3K +202 +1%
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