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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 %
IIA
876
Integral Investment Advisors
California
$1.52M +$42.4K +236 +3%
LGA
877
Lebenthal Global Advisors
New York
$1.51M -$5.57K -31 -0.4%
WC
878
Wexford Capital
Florida
$1.51M +$1.51M +8,419 New
AA
879
Addison Advisors
Vermont
$1.51M – – –
APG
880
Abacus Planning Group
South Carolina
$1.5M +$165K +919 +12%
Acadian Asset Management
881
Acadian Asset Management
Massachusetts
$1.5M -$2.16M -12,058 -59%
AAP
882
Arax Advisory Partners
Colorado
$1.49M +$1.26K +7 +0.1%
LAIC
883
Lederer & Associates Investment Counsel
California
$1.48M -$27.3K -152 -2%
FLPIM
884
F.L. Putnam Investment Management
Massachusetts
$1.47M +$225K +1,529 +18%
BBHC
885
Brown Brothers Harriman & Co
New York
$1.47M +$23.9K +133 +2%
PK
886
Pflug Koory
Nebraska
$1.47M +$1.47M +8,165 New
JWM
887
JGP Wealth Management
Oregon
$1.45M +$57.3K +319 +4%
WJWM
888
Williams Jones Wealth Management
New York
$1.45M +$719 +4 +0%
DWM
889
Darwin Wealth Management
Florida
$1.45M +$1.45M +8,067 New
AWMT
890
AAFMAA Wealth Management & Trust
North Carolina
$1.44M +$69.9K +389 +5%
MFG
891
Merit Financial Group
Georgia
$1.44M -$241K -1,344 -14%
GC
892
Grimes & Company
Massachusetts
$1.43M -$8.98K -50 -0.6%
CF
893
Convergence Financial
Missouri
$1.42M +$540K +3,006 +61%
CT
894
Chicago Trust
Illinois
$1.42M +$60K +334 +4%
BP
895
Ballentine Partners
Massachusetts
$1.42M -$8.44K -47 -0.6%
CC
896
Centiva Capital
New York
$1.42M -$3.95M -21,972 -74%
HTC
897
Haverford Trust Company
Pennsylvania
$1.41M +$7.55K +42 +0.5%
HI
898
Horizon Investments
North Carolina
$1.41M -$157K -872 -10%
SAM
899
Smartleaf Asset Management
Massachusetts
$1.41M +$347K +1,947 +33%
IDA
900
Intelligence Driven Advisers
California
$1.4M +$20.1K +112 +1%
34 35
36
37 38