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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 %
DEA
851
DoubleLine ETF Adviser
Florida
$1.62M -$189K -1,053 -10%
CA
852
Callahan Advisors
Texas
$1.61M – – –
LWM
853
Lionsbridge Wealth Management
Florida
$1.61M -$56.4K -314 -3%
FWCM
854
Ferguson Wellman Capital Management
Oregon
$1.6M +$18K +100 +1%
ATI
855
Act Two Investors
California
$1.6M +$1.28M +7,099 +395%
KFI
856
Key Financial Inc
Pennsylvania
$1.59M +$3.95K +22 +0.2%
CWM
857
Centurion Wealth Management
Virginia
$1.59M +$1.59M +8,828 New
USCWA
858
U.S. Capital Wealth Advisors
Texas
$1.59M -$292K -1,626 -16%
SFA
859
Semmax Financial Advisors
North Carolina
$1.59M -$30.2K -141 -2%
ACM
860
Aster Capital Management
United Arab Emirates
$1.58M +$1.58M +8,798 New
MNBTD
861
Moody National Bank Trust Division
Texas
$1.58M -$71.3K -397 -4%
BHCM
862
Brevan Howard Capital Management
Jersey
$1.58M -$3.79M -21,103 -71%
MGIA
863
Moneta Group Investment Advisors
Missouri
$1.58M +$71.5K +398 +5%
DM
864
Delphi Management
Massachusetts
$1.58M -$270K -1,504 -15%
FCH
865
Freestone Capital Holdings
Washington
$1.57M +$1.62K +9 +0.1%
EW
866
Evoke Wealth
California
$1.56M +$1.56M +8,708 New
MMA
867
Miracle Mile Advisors
California
$1.56M +$140K +777 +10%
OBAM
868
ODDO BHF Asset Management
France
$1.56M +$1.56M +8,678 New
OL
869
Owen LaRue
Kentucky
$1.55M +$1.55M +8,629 New
A
870
AustralianSuper
Australia
$1.55M +$1.55M +8,604 New
P
871
&Partners
Tennessee
$1.54M +$964K +5,367 +166%
RCM
872
Radnor Capital Management
Pennsylvania
$1.54M +$1.54M +8,588 New
LC
873
Landaas & Company
Wisconsin
$1.54M +$404K +2,248 +36%
CFG
874
Cooper Financial Group
California
$1.53M -$1.05M -5,866 -41%
GIP
875
Granite Investment Partners
California
$1.52M – – –
33 34
35
36 37