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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 %
VSQM
801
V-Square Quantitative Management
Illinois
$1.72M -$62.3K -418 -3%
DZ Bank
802
DZ Bank
Germany
$1.71M -$657K -4,415 -28%
WP
803
WealthShield Partners
North Carolina
$1.71M +$92.9K +623 +6%
BFEC
804
Benjamin F. Edwards & Company
Missouri
$1.71M -$82.1K -551 -5%
CIC
805
Chilton Investment Company
Connecticut
$1.7M -$103K -689 -6%
VI
806
Vestcor Inc
New Brunswick, Canada
$1.69M – – –
MFS
807
Mirabella Financial Services
United Kingdom
$1.68M +$1.68M +11,262 New
CIA
808
Concurrent Investment Advisors
Florida
$1.67M -$41K -275 -2%
CPBTD
809
Central Pacific Bank - Trust Division
Hawaii
$1.67M +$48.4K +325 +3%
AF
810
Advisornet Financial
Minnesota
$1.65M +$745 +5 +0%
KIA
811
Knollwood Investment Advisory
Maryland
$1.65M +$299K +2,006 +22%
ETC
812
Exchange Traded Concepts
Oklahoma
$1.64M -$557K -3,736 -25%
Boston Partners
813
Boston Partners
Massachusetts
$1.64M +$287K +1,928 +21%
MYAM
814
Meiji Yasuda Asset Management
Japan
$1.63M -$2.31M -15,514 -59%
BCA
815
Bray Capital Advisors
Florida
$1.62M +$4.92K +33 +0.3%
DTL
816
Dynamic Technology Lab
Singapore
$1.62M +$1.62M +10,833 New
DSC
817
Duncker Streett & Co
Missouri
$1.61M – – –
QI
818
Qtron Investments
Massachusetts
$1.61M +$268K +1,797 +20%
BF
819
BOK Financial
Oklahoma
$1.61M -$207K -1,388 -11%
NS
820
NBC Securities
Alabama
$1.61M -$17.7K -119 -1%
MSAM
821
Moloney Securities Asset Management
Missouri
$1.61M -$11.3K -76 -0.7%
Balyasny Asset Management
822
Balyasny Asset Management
Illinois
$1.6M -$6.77M -45,432 -81%
XT
823
XTX Topco
Cayman Islands
$1.6M +$1.6M +10,712 New
UOTTAIMCU
824
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.6M -$2.27M -15,199 -59%
SWMG
825
Signature Wealth Management Group
Georgia
$1.59M +$67.1K +450 +4%
31 32
33
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