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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 %
MFG
851
Merit Financial Group
Georgia
$1.4M -$193K -1,297 -12%
LWM
852
Lionsbridge Wealth Management
Florida
$1.39M -$7.15K -48 -0.5%
FIB
853
First Interstate Bank
Montana
$1.38M -$11.5K -77 -0.8%
LFAS
854
Level Four Advisory Services
Texas
$1.38M +$410K +2,752 +42%
MNBTD
855
Moody National Bank Trust Division
Texas
$1.37M -$298 -2 -0%
SEC
856
Seven Eight Capital
New York
$1.37M +$1.37M +9,183 New
PCH
857
PGIM Custom Harvest
New Jersey
$1.35M +$55.3K +371 +4%
BCM
858
Bayesian Capital Management
New York
$1.34M +$1.34M +9,000 New
CA
859
Callahan Advisors
Texas
$1.34M -$74.5K -500 -5%
HAG
860
HighPoint Advisor Group
Illinois
$1.34M +$17.9K +110 +1%
EH
861
Equitable Holdings
New York
$1.32M +$204K +1,371 +18%
ACM
862
Arcataur Capital Management
Wisconsin
$1.32M -$4.47K -30 -0.3%
DAS
863
Dynamic Advisor Solutions
Arizona
$1.32M +$50.1K +336 +4%
LC
864
Lindbrook Capital
California
$1.32M +$449K +3,010 +52%
FWCM
865
Ferguson Wellman Capital Management
Oregon
$1.31M – – –
WF
866
Wayfinding Financial
Washington
$1.31M -$596 -4 -0%
PA
867
Profund Advisors
Maryland
$1.31M -$62.9K -422 -5%
KFI
868
Key Financial Inc
Pennsylvania
$1.31M – – –
RIA
869
Regal Investment Advisors
Michigan
$1.31M +$66.3K +445 +5%
ACS
870
Archford Capital Strategies
Illinois
$1.3M +$23K +154 +2%
Connor, Clark & Lunn Investment Management (CC&L)
871
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.3M +$282K +1,893 +28%
FCH
872
Freestone Capital Holdings
Washington
$1.3M -$3.88K -26 -0.3%
EF
873
Empowered Funds
Pennsylvania
$1.3M +$160K +1,074 +14%
HI
874
Horizon Investments
North Carolina
$1.3M -$102K -687 -7%
FLPIM
875
F.L. Putnam Investment Management
Massachusetts
$1.26M +$1.26M +8,484 New
33 34
35
36 37