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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 %
GT
776
Greenleaf Trust
Michigan
$2.17M -$1.08K -6 -0%
WP
777
WealthShield Partners
North Carolina
$2.16M +$92.7K +516 +4%
BOC
778
Barbara Oil Co
Illinois
$2.16M – – –
MCCA
779
Mill Creek Capital Advisors
Pennsylvania
$2.14M -$269K -1,500 -11%
LC
780
Lindbrook Capital
California
$2.14M +$550K +3,063 +35%
TCM
781
Twin Capital Management
Pennsylvania
$2.13M -$966K -5,377 -31%
VSQM
782
V-Square Quantitative Management
Illinois
$2.12M +$44.7K +249 +2%
UW
783
Unique Wealth
Florida
$2.1M +$331K +1,840 +19%
LIP
784
Liontrust Investment Partners
United Kingdom
$2.1M – – –
BIA
785
Benchmark Investment Advisors
Illinois
$2.1M +$18.7K +104 +0.9%
HCM
786
Harvey Capital Management
Florida
$2.1M -$18K -100 -0.8%
BEI
787
Benjamin Edwards Inc
Missouri
$2.09M +$2.06M +11,479 +8,027%
VI
788
Vestcor Inc
New Brunswick, Canada
$2.04M – – –
NS
789
NBC Securities
Alabama
$2.04M +$98.6K +549 +5%
Nomura Holdings
790
Nomura Holdings
Japan
$2.04M -$1.05M -5,863 -34%
AWC
791
Abundance Wealth Counselors
Pennsylvania
$2.03M +$2.03M +11,311 New
CVA
792
Central Valley Advisors
California
$2.02M +$23.2K +129 +1%
CIC
793
Chilton Investment Company
Connecticut
$2.01M -$35.9K -200 -2%
GRP
794
Global Retirement Partners
California
$2M +$88.9K +495 +5%
SWMG
795
Signature Wealth Management Group
Georgia
$1.99M +$65.6K +365 +3%
JCM
796
Jacobi Capital Management
Pennsylvania
$1.99M +$85.9K +478 +5%
KIA
797
Knollwood Investment Advisory
Maryland
$1.99M – – –
BF
798
BOK Financial
Oklahoma
$1.98M -$2.93K -16 -0.1%
AWM
799
AE Wealth Management
Kansas
$1.97M -$926K -5,156 -32%
LGF
800
LGT Group Foundation
Liechtenstein
$1.97M +$1.97M +10,772 New
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