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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 %
WF
76
Welch & Forbes
Massachusetts
$136M -$656K -4,356 -0.5%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$117M +$11.9M +79,844 +11%
HA
78
Homestead Advisers
Virginia
$113M -$2.03M -13,600 -2%
Citigroup
79
Citigroup
New York
$111M -$36.1M -242,518 -25%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$107M +$4.58M +30,757 +4%
BA
81
Bridgewater Associates
Connecticut
$105M -$5.51M -36,992 -5%
MNA
82
Manning & Napier Advisors
New York
$105M +$105M +704,715 New
RC
83
Rivulet Capital
New Jersey
$102M -$41.7M -279,800 -29%
MAM
84
Madison Asset Management
Wisconsin
$101M -$2.31M -15,530 -2%
TG
85
TCW Group
California
$100M +$18.8M +126,361 +23%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$99.9M -$2.79M -18,740 -3%
CAG
87
Crestwood Advisors Group
Massachusetts
$98.6M +$2M +13,440 +2%
Artisan Partners
88
Artisan Partners
Wisconsin
$98.6M +$500K +3,357 +0.5%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$96.4M +$20.9M +140,548 +28%
AIM
90
Artemis Investment Management
United Kingdom
$95.6M +$18.9M +126,979 +25%
SEI Investments
91
SEI Investments
Pennsylvania
$94.4M -$3.59M -24,073 -4%
SL
92
Summitry LLC
California
$93.8M +$12.2M +82,161 +15%
NC
93
NZS Capital
Colorado
$93.8M +$3.55M +23,803 +4%
BHIA
94
Birch Hill Investment Advisors
Massachusetts
$92.3M -$1.46M -9,798 -2%
Axa
95
Axa
France
$91.2M -$2.28M -15,293 -2%
NSCM
96
New South Capital Management
Tennessee
$90.9M -$1.38M -9,282 -1%
VVP
97
Vulcan Value Partners
Alabama
$89.4M -$7.07M -47,462 -7%
CB
98
Commerce Bank
Missouri
$88.9M +$2.83M +18,981 +3%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$88M -$2.31M -15,495 -3%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$87.8M -$7.53M -50,552 -8%
2 3
4
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