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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 %
FAIM
951
Financial Advocates Investment Management
Washington
$1.15M -$9.7K -54 -0.8%
WCA
952
Westover Capital Advisors
Delaware
$1.15M +$1.15M +6,374 New
KPWS
953
Kestra Private Wealth Services
Texas
$1.14M -$606K -3,371 -35%
ACM
954
Arcataur Capital Management
Wisconsin
$1.14M -$448K -2,491 -28%
BTW
955
Boston Trust Walden
Massachusetts
$1.13M +$59.8K +333 +6%
CFM
956
Catalyst Funds Management
Australia
$1.13M +$305K +1,700 +37%
IFWM
957
Institute for Wealth Management
Colorado
$1.13M -$22.1K -123 -2%
SAM
958
Synergy Asset Management
Washington
$1.12M -$311K -1,730 -22%
EAM
959
Eukles Asset Management
Ohio
$1.12M +$15.1K +84 +1%
CAC
960
Certified Advisory Corp
Florida
$1.12M -$14.7K -82 -1%
MA
961
Mutual Advisors
Nebraska
$1.12M +$58.9K +290 +6%
AIC
962
Aurora Investment Counsel
Georgia
$1.11M -$4.13K -23 -0.4%
VT
963
Vise Technologies
New York
$1.09M +$619K +3,446 +130%
SP
964
Stonebrook Private
Michigan
$1.09M +$20.1K +112 +2%
SCTC
965
Sanibel Captiva Trust Company
Florida
$1.09M -$4.31K -24 -0.4%
KWM
966
Kingsview Wealth Management
Oregon
$1.08M +$34.5K +192 +3%
FFG
967
Fortem Financial Group
California
$1.08M +$1.08M +5,990 New
PCTC
968
Perkins Coie Trust Company
Washington
$1.08M +$735K +4,089 +215%
CI
969
Cigna Investments
Connecticut
$1.07M -$27.7K -154 -3%
PSC
970
Prentiss Smith & Co
Vermont
$1.07M – – –
FRA
971
Frank Rimerman Advisors
California
$1.06M +$6.65K +37 +0.6%
GAM
972
Groupama Asset Management
France
$1.06M +$5.05K +35 +0.5%
SWP
973
Stratos Wealth Partners
Ohio
$1.06M -$14.7K -82 -1%
SIA
974
Schechter Investment Advisors
Michigan
$1.06M -$67.2K -374 -6%
WLG
975
Williamson Legacy Group
Indiana
$1.05M +$321K +1,786 +44%
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