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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 %
PA
1001
Parallel Advisors
California
$807K +$143K +959 +22%
DS
1002
DRW Securities
Illinois
$805K +$805K +5,431 New
LCM
1003
LVM Capital Management
Michigan
$805K -$3.73K -25 -0.5%
MWM
1004
Modera Wealth Management
New Jersey
$801K -$3.88K -26 -0.5%
AIM
1005
Aigen Investment Management
New York
$800K +$800K +5,367 New
BBP
1006
Banco BTG Pactual
Brazil
$796K +$796K +4,868 New
FCBT
1007
First Citizens Bank & Trust
North Carolina
$793K -$41.1K -276 -5%
ECM
1008
Evergreen Capital Management
Washington
$792K +$19.2K +129 +2%
SW
1009
SlateStone Wealth
Florida
$791K -$6.41K -43 -0.8%
1CP
1010
17 Capital Partners
Arizona
$784K +$402K +2,695 +105%
CIA
1011
Cape Investment Advisory
Georgia
$775K +$15.8K +106 +2%
WT
1012
Whittier Trust
California
$773K +$1.94K +13 +0.3%
FFM
1013
Forum Financial Management
Illinois
$769K +$447 +3 +0.1%
BFG
1014
Beacon Financial Group
Texas
$766K -$66.3K -445 -8%
CG
1015
CFO4Life Group
Texas
$763K +$6.11K +41 +0.8%
IFU
1016
iSAM Funds (UK)
United Kingdom
$762K +$762K +5,111 New
JMFC
1017
J.M. Forbes & Co
Massachusetts
$760K – – –
SIA
1018
SkyView Investment Advisors
New Jersey
$753K +$83.6K +561 +12%
Parallax Volatility Advisers
1019
Parallax Volatility Advisers
California
$746K -$2.7M -18,127 -78%
TPWA
1020
TRUE Private Wealth Advisors
Oregon
$742K +$17K +114 +2%
GAG
1021
GM Advisory Group
New York
$737K – – –
CF
1022
Convergence Financial
Missouri
$733K +$733K +4,917 New
IGAM
1023
iA Global Asset Management
Quebec, Canada
$731K +$296K +1,984 +68%
BBA
1024
Baader Bank Aktiengesellschaft
Germany
$729K +$18.7K +126 +3%
WIA
1025
Westbourne Investment Advisors
Maryland
$718K – – –
39 40
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