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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 %
CCM
776
Coldstream Capital Management
Washington
$1.89M +$77.7K +521 +4%
ST
777
Sabal Trust
Florida
$1.88M +$468K +3,143 +33%
CFG
778
Citizens Financial Group
Rhode Island
$1.88M +$59K +396 +3%
GI
779
GLOBALT Investments
Georgia
$1.86M +$4.02K +27 +0.2%
STA
780
Summit Trail Advisors
New York
$1.85M -$45.2K -303 -2%
EWA
781
EP Wealth Advisors
California
$1.83M +$35K +235 +2%
PCA
782
Private Capital Advisors
Connecticut
$1.83M – – –
CHC
783
City Holding Co
West Virginia
$1.82M +$269K +1,803 +17%
GI
784
GAMMA Investing
California
$1.82M +$361K +2,422 +25%
SC
785
Sawyer & Company
Massachusetts
$1.81M +$25.8K +173 +1%
MWS
786
Maxwell Wealth Strategies
California
$1.81M +$12.8K +86 +0.7%
GT
787
Greenleaf Trust
Michigan
$1.8M +$3.13K +21 +0.2%
KA
788
Kovack Advisors
Florida
$1.8M – – –
WGCA
789
Wolf Group Capital Advisors
Virginia
$1.79M -$203K -1,363 -10%
BOC
790
Barbara Oil Co
Illinois
$1.79M – – –
WANY
791
Wealthspire Advisors (New York)
New York
$1.78M -$12.5K -84 -0.7%
CVA
792
Central Valley Advisors
California
$1.77M +$37.7K +237 +2%
JHCP
793
Jackson Hole Capital Partners
Oklahoma
$1.76M -$65K -436 -4%
EWM
794
Elevatus Welath Management
New York
$1.76M -$1.97M -13,239 -53%
HCM
795
Harvey Capital Management
Florida
$1.75M -$29.8K -200 -2%
MPPLM
796
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.75M +$24.6K +165 +1%
GCM
797
Greenland Capital Management
New York
$1.74M +$1.74M +11,705 New
SAM
798
Secure Asset Management
Michigan
$1.73M +$400K +2,686 +30%
BIA
799
Benchmark Investment Advisors
Illinois
$1.73M -$48.4K -325 -3%
TIAA Trust, National Association
800
TIAA Trust, National Association
North Carolina
$1.72M +$4.92K +33 +0.3%
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