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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 %
WAM
751
Weiss Asset Management
Massachusetts
$2.01M +$2.01M +13,484 New
WS
752
Wedbush Securities
California
$2.01M -$74.4K -499 -4%
CFCI
753
Comprehensive Financial Consultants Institutional
Indiana
$2.01M +$94.6K +635 +5%
RC
754
Roundview Capital
New Jersey
$2M +$43.4K +291 +2%
MCCA
755
Mill Creek Capital Advisors
Pennsylvania
$2M +$12.5K +84 +0.6%
HR
756
Hardy Reed
Mississippi
$1.99M +$1.99M +13,378 New
VC
757
Veracity Capital
Georgia
$1.99M -$66.6K -447 -3%
NDSI
758
Newman Dignan & Sheerar Inc
Rhode Island
$1.99M +$34K +228 +2%
MIM
759
MTM Investment Management
South Carolina
$1.98M -$19.8K -133 -1%
BAMCO Inc
760
BAMCO Inc
New York
$1.98M +$13K +87 +0.7%
ATPW
761
Ashton Thomas Private Wealth
Arizona
$1.97M -$60.4K -405 -3%
HCM
762
Howland Capital Management
Massachusetts
$1.96M – – –
SI
763
Symmetry Investments
Jersey
$1.96M +$1.96M +13,156 New
OLVIG
764
Oliver Lagore Vanvalin Investment Group
Michigan
$1.96M +$379K +2,546 +24%
Lido Advisors
765
Lido Advisors
California
$1.95M +$339K +2,277 +21%
DWM
766
Dakota Wealth Management
Florida
$1.95M +$20.4K +137 +1%
CCA
767
Covey Capital Advisors
Georgia
$1.94M +$215K +1,442 +12%
OCM
768
Olstein Capital Management
New York
$1.94M +$1.94M +13,000 New
AA
769
ALPS Advisors
Colorado
$1.93M +$86.3K +579 +5%
YC
770
Yarbrough Capital
Tennessee
$1.93M – – –
BHBT
771
Burke & Herbert Bank & Trust
Virginia
$1.93M +$1.93M +12,935 New
WI
772
Wahed Invest
New York
$1.93M +$190K +1,272 +11%
AAS
773
Annex Advisory Services
Wisconsin
$1.92M -$1.19K -8 -0.1%
AIIMS
774
Analyst IMS Investment Management Services
Israel
$1.9M +$73.5K +493 +4%
MSFS
775
Main Street Financial Solutions
Pennsylvania
$1.9M +$44.3K +297 +2%
29 30
31
32 33