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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 %
HVCM
726
Hel Ved Capital Management
Hong Kong
$2.56M +$2.56M +14,250 New
RC
727
Roundview Capital
New Jersey
$2.55M +$142K +788 +6%
HIA
728
Harbor Investment Advisory
Maryland
$2.54M -$70.2K -391 -3%
CG
729
Caprock Group
Idaho
$2.52M -$221K -1,228 -8%
PP
730
Paloma Partners
Connecticut
$2.52M -$1.5M -8,361 -37%
TRCT
731
Tower Research Capital (TRC)
New York
$2.5M -$3.76M -20,950 -60%
LCM
732
Legato Capital Management
California
$2.5M – – –
CHC
733
City Holding Co
West Virginia
$2.49M +$299K +1,667 +14%
CTC
734
Central Trust Company
Missouri
$2.49M -$962K -5,357 -28%
Fayez Sarofim & Co
735
Fayez Sarofim & Co
Texas
$2.49M – – –
MIM
736
MTM Investment Management
South Carolina
$2.47M +$1.85K +10 +0.1%
CIG
737
Cullen Investment Group
Louisiana
$2.47M +$35.8K +199 +1%
TFS
738
Thoroughbred Financial Services
Tennessee
$2.46M -$6.82K -38 -0.3%
TFA
739
Trinity Financial Advisors
Ohio
$2.46M -$46.9K -362 -2%
PSB
740
Passumpsic Savings Bank
Vermont
$2.46M -$31.8K -177 -1%
USAA
741
United Services Automobile Association
Texas
$2.43M -$536K -2,981 -18%
CFCI
742
Comprehensive Financial Consultants Institutional
Indiana
$2.43M +$12K +67 +0.5%
WANY
743
Wealthspire Advisors (New York)
New York
$2.43M +$279K +1,552 +13%
HR
744
Hardy Reed
Mississippi
$2.4M – – –
BAMCO Inc
745
BAMCO Inc
New York
$2.39M – – –
HCM
746
Howland Capital Management
Massachusetts
$2.39M +$24.4K +136 +1%
SC
747
Scotia Capital
Ontario, Canada
$2.35M +$451K +2,509 +24%
TIAA Trust, National Association
748
TIAA Trust, National Association
North Carolina
$2.33M +$253K +1,407 +12%
BFA
749
Buttonwood Financial Advisors
Maryland
$2.32M -$121K -676 -5%
AAS
750
Annex Advisory Services
Wisconsin
$2.31M – – –
28 29
30
31 32