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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 %
FFA
901
Farther Finance Advisors
California
$1.4M +$58.6K +326 +4%
BBWP
902
Beacon Bridge Wealth Partners
Pennsylvania
$1.39M – – –
ACA
903
Anchor Capital Advisors
Massachusetts
$1.39M – – –
EWM
904
Empirical Wealth Management
Washington
$1.38M +$161K +897 +13%
GC
905
Gould Capital
Washington
$1.36M +$7.91K +44 +0.6%
BC
906
Bowman & Company
Wisconsin
$1.36M +$130K +725 +11%
TNA
907
True North Advisors
Texas
$1.36M +$180 +1 +0%
MW
908
Maia Wealth
Colorado
$1.35M +$162K +799 +14%
LFA
909
Legend Financial Advisors
Pennsylvania
$1.35M – – –
MPM
910
Meritage Portfolio Management
Kansas
$1.35M – – –
IA
911
IFP Advisors
Florida
$1.33M -$64.7K -360 -5%
ST
912
Spinnaker Trust
Maine
$1.32M – – –
WB
913
WesBanco Bank
West Virginia
$1.32M +$4.31K +24 +0.3%
1CP
914
17 Capital Partners
Arizona
$1.32M +$378K +2,106 +40%
TAM
915
Trust Asset Management
Texas
$1.32M -$11K -61 -0.8%
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$1.32M -$78.5K -437 -6%
RFN
917
RDA Financial Network
Iowa
$1.32M +$47.1K +262 +4%
AG
918
AlTi Global
New York
$1.31M -$124K -693 -9%
DIA
919
Dean Investment Associates
Ohio
$1.31M -$124K -689 -9%
CPA
920
Court Place Advisors
Maryland
$1.3M -$55.7K -310 -4%
SC
921
Sapient Capital
Indiana
$1.29M +$1.29M +7,202 New
RAG
922
RIA Advisory Group
Iowa
$1.29M +$1.29M +7,171 New
PBO
923
Peoples Bank (Ohio)
Ohio
$1.28M -$53.9K -300 -4%
NAS
924
Nicolet Advisory Services
Wisconsin
$1.27M +$207K +1,131 +19%
PPC
925
Park Place Capital
Alabama
$1.26M +$502K +2,794 +66%
35 36
37
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