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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 %
LT
926
Legacy Trust
Michigan
$1.26M -$19K -106 -1%
BCM
927
Brown Capital Management
Maryland
$1.26M -$9.52K -53 -0.8%
TCA
928
Transcend Capital Advisors
New Jersey
$1.25M +$1.98K +11 +0.2%
Empower Advisory Group
929
Empower Advisory Group
Colorado
$1.24M -$112K -622 -8%
SFFS
930
Stonehage Fleming Financial Services
Jersey
$1.23M -$18.7K -104 -1%
HSA
931
HBK Sorce Advisory
Pennsylvania
$1.22M -$8.98K -50 -0.7%
SMC
932
Smith, Moore & Co
Missouri
$1.22M +$26.9K +150 +2%
RCM
933
Ridgepath Capital Management
Tennessee
$1.21M – – –
Koshinski Asset Management
934
Koshinski Asset Management
Illinois
$1.21M +$70.1K +390 +6%
NP
935
NorthRock Partners
Minnesota
$1.2M +$23.9K +133 +2%
BFO
936
Boston Family Office
Massachusetts
$1.2M – – –
QCG
937
Quadrant Capital Group
Ohio
$1.19M +$10.8K +60 +0.9%
PI
938
PineBridge Investments
New York
$1.18M -$12.5M -69,699 -91%
WT
939
Washington Trust
Rhode Island
$1.18M -$243K -1,352 -17%
TA
940
Tectonic Advisors
Texas
$1.17M -$67.9K -378 -5%
NB
941
NBT Bank
New York
$1.17M -$719 -4 -0.1%
V
942
VeraBank
Texas
$1.17M -$53.9K -300 -4%
LSAG
943
Lake Street Advisors Group
New Hampshire
$1.17M +$17.1K +95 +1%
FTWA
944
Fifth Third Wealth Advisors
Ohio
$1.17M -$48.1K -268 -4%
VFA
945
Voya Financial Advisors
Connecticut
$1.16M -$10.9K -61 -0.9%
BCWM
946
Bartlett & Co Wealth Management
Ohio
$1.16M – – –
CBT
947
Central Bank & Trust
Kentucky
$1.15M – – –
WPC
948
Wedmont Private Capital
Pennsylvania
$1.15M +$172K +931 +18%
CBT
949
CoreFirst Bank & Trust
Kansas
$1.15M – – –
ITFISA
950
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.15M +$359 +2 +0%
36 37
38
39 40