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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 %
Deutsche Bank
51
Deutsche Bank
Germany
$239M +$27.6M +185,093 +13%
UBS Group
52
UBS Group
Switzerland
$238M +$12.4M +83,445 +6%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$225M +$1.74M +11,667 +0.8%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$211M -$9.62M -64,562 -4%
SI
55
Scharf Investments
California
$208M -$3.38M -22,667 -2%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$198M -$1.71M -11,492 -0.9%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$196M -$19.5M -130,693 -9%
Wells Fargo
58
Wells Fargo
California
$195M -$11.2M -74,913 -5%
FI
59
Focused Investors
California
$188M +$18.9M +126,500 +11%
ClearBridge Investments
60
ClearBridge Investments
New York
$183M -$305K -2,044 -0.2%
BIP
61
Brandes Investment Partners
California
$181M +$16.9M +113,193 +10%
Lazard Asset Management
62
Lazard Asset Management
New York
$178M -$40.8M -273,612 -19%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$170M -$4.24M -28,427 -2%
KCM
64
Kensico Capital Management
Connecticut
$170M -$5.34M -35,800 -3%
VH
65
ValueAct Holdings
California
$165M -$380M -2,551,882 -70%
PTC
66
Provident Trust Company
Wisconsin
$162M +$2.81M +18,881 +2%
DCP
67
DSM Capital Partners
Florida
$159M -$34.4M -230,559 -18%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$158M -$3.17M -21,250 -2%
Brown Advisory
69
Brown Advisory
Maryland
$153M +$37M +248,450 +32%
National Pension Service
70
National Pension Service
South Korea
$152M +$1.09M +7,335 +0.7%
Macquarie Group
71
Macquarie Group
Australia
$149M -$3.42M -22,966 -2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$147M -$242K -1,623 -0.2%
Principal Financial Group
73
Principal Financial Group
Iowa
$138M +$13.8M +92,632 +11%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$137M +$6.53M +43,832 +5%
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$137M -$7.86M -48,928 -5%
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