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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 %
SW
901
SVB Wealth
Massachusetts
$1.15M -$340K -2,284 -23%
CW
902
CreativeOne Wealth
Kansas
$1.15M -$114K -767 -9%
IDA
903
Intelligence Driven Advisers
California
$1.14M +$2.39K +16 +0.2%
AWMT
904
AAFMAA Wealth Management & Trust
North Carolina
$1.14M +$1.14M +7,635 New
UWS
905
Unique Wealth Strategies
Illinois
$1.14M – – –
SL
906
Stevard LLC
Illinois
$1.13M – – –
CT
907
Chicago Trust
Illinois
$1.13M +$6.71K +45 +0.6%
TNA
908
True North Advisors
Texas
$1.13M -$745 -5 -0.1%
CPA
909
Court Place Advisors
Maryland
$1.13M +$106K +710 +10%
GC
910
Gould Capital
Washington
$1.13M +$26.1K +175 +2%
LFA
911
Legend Financial Advisors
Pennsylvania
$1.12M – – –
Empower Advisory Group
912
Empower Advisory Group
Colorado
$1.12M +$648K +4,347 +137%
MPM
913
Meritage Portfolio Management
Kansas
$1.12M – – –
PBO
914
Peoples Bank (Ohio)
Ohio
$1.11M -$20.9K -140 -2%
APG
915
Abacus Planning Group
South Carolina
$1.11M +$5.66K +38 +0.5%
TAM
916
Trust Asset Management
Texas
$1.1M – – –
CL
917
CSS LLC
Illinois
$1.1M +$104K +700 +10%
ST
918
Spinnaker Trust
Maine
$1.1M – – –
FFA
919
Farther Finance Advisors
California
$1.1M +$792K +5,381 +259%
WB
920
WesBanco Bank
West Virginia
$1.09M +$94.6K +635 +9%
GAM
921
Groupama Asset Management
France
$1.09M +$537K +3,600 +97%
QIM
922
Quantitative Investment Management
Virginia
$1.06M +$1.06M +7,138 New
LT
923
Legacy Trust
Michigan
$1.06M -$7.01K -47 -0.7%
RFN
924
RDA Financial Network
Iowa
$1.05M +$596 +4 +0.1%
APP
925
Avantax Planning Partners
Iowa
$1.05M +$1.05M +7,053 New
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