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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 %
BCM
926
Brown Capital Management
Maryland
$1.05M +$1.19K +8 +0.1%
TCA
927
Transcend Capital Advisors
New Jersey
$1.04M +$333K +2,237 +47%
SFFS
928
Stonehage Fleming Financial Services
Jersey
$1.03M +$262K +1,759 +34%
TA
929
Tectonic Advisors
Texas
$1.03M +$69.6K +467 +7%
BC
930
Bowman & Company
Wisconsin
$1.02M +$81.2K +545 +9%
HSA
931
HBK Sorce Advisory
Pennsylvania
$1.02M -$28.5K -191 -3%
APWM
932
Argonautica Private Wealth Management
Massachusetts
$1.02M – – –
V
933
VeraBank
Texas
$1.01M – – –
EWM
934
Empirical Wealth Management
Washington
$1.01M -$400K -2,683 -28%
UFF
935
USA Financial Formulas
Michigan
$1.01M +$72.7K +488 +8%
FTWA
936
Fifth Third Wealth Advisors
Ohio
$1.01M +$816K +5,477 +428%
RCM
937
Ridgepath Capital Management
Tennessee
$1.01M – – –
LA
938
Legacy Advisors
Pennsylvania
$1M +$99.6K +668 +11%
OQS
939
Occudo Quantitative Strategies
Florida
$998K +$998K +6,695 New
BFO
940
Boston Family Office
Massachusetts
$994K +$365K +2,447 +58%
CIS
941
Capital International Sarl
California
$990K +$548K +3,680 +124%
SMC
942
Smith, Moore & Co
Missouri
$988K +$120K +805 +14%
QCG
943
Quadrant Capital Group
Ohio
$982K +$82.1K +551 +9%
VFA
944
Voya Financial Advisors
Connecticut
$981K +$42.5K +285 +5%
NP
945
NorthRock Partners
Minnesota
$978K +$38.3K +257 +4%
NB
946
NBT Bank
New York
$970K -$86K -577 -8%
TAMH
947
Taikang Asset Management (HK)
Hong Kong
$969K -$522K -3,500 -35%
BCWM
948
Bartlett & Co Wealth Management
Ohio
$963K – – –
Koshinski Asset Management
949
Koshinski Asset Management
Illinois
$959K -$228K -1,512 -19%
FAIM
950
Financial Advocates Investment Management
Washington
$958K -$366K -2,456 -28%
36 37
38
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