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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 %
LGA
876
Lebenthal Global Advisors
New York
$1.26M -$31.9K -214 -2%
GIP
877
Granite Investment Partners
California
$1.26M – – –
AA
878
Addison Advisors
Vermont
$1.25M – – –
MGIA
879
Moneta Group Investment Advisors
Missouri
$1.25M +$42.3K +284 +4%
LAIC
880
Lederer & Associates Investment Counsel
California
$1.25M -$59.6K -400 -5%
AAP
881
Arax Advisory Partners
Colorado
$1.23M +$21.5K +144 +2%
SFA
882
Semmax Financial Advisors
North Carolina
$1.23M +$154K +945 +14%
IIA
883
Integral Investment Advisors
California
$1.22M +$251K +1,685 +26%
FRM
884
Fox Run Management
Connecticut
$1.21M +$779K +5,226 +182%
WJWM
885
Williams Jones Wealth Management
New York
$1.2M – – –
BBHC
886
Brown Brothers Harriman & Co
New York
$1.2M -$81.7K -548 -6%
GC
887
Grimes & Company
Massachusetts
$1.19M +$14.8K +99 +1%
AG
888
AlTi Global
New York
$1.19M +$1.01M +6,751 +538%
SAM
889
Synergy Asset Management
Washington
$1.19M +$232K +1,558 +24%
DIA
890
Dean Investment Associates
Ohio
$1.19M -$85.7K -575 -7%
BP
891
Ballentine Partners
Massachusetts
$1.19M +$119K +799 +11%
MMA
892
Miracle Mile Advisors
California
$1.18M +$54.4K +365 +5%
WT
893
Washington Trust
Rhode Island
$1.18M -$141K -948 -11%
HTC
894
Haverford Trust Company
Pennsylvania
$1.16M +$975K +6,540 +521%
IA
895
IFP Advisors
Florida
$1.16M +$44.9K +301 +4%
AGWCA
896
Annis Gardner Whiting Capital Advisors
Florida
$1.16M -$40.8K -274 -3%
JWM
897
JGP Wealth Management
Oregon
$1.16M +$43.1K +289 +4%
SM
898
Sciencast Management
New Jersey
$1.16M +$1.16M +7,765 New
BBWP
899
Beacon Bridge Wealth Partners
Pennsylvania
$1.16M -$57.7K -387 -5%
ACA
900
Anchor Capital Advisors
Massachusetts
$1.15M -$49.2K -330 -4%
34 35
36
37 38