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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 %
CCA
1101
Checchi Capital Advisers
California
$589K -$1.04K -7 -0.2%
BOH
1102
Bank of Hawaii
Hawaii
$585K +$585K +3,923 New
MFS
1103
Madrona Financial Services
Washington
$582K -$894 -6 -0.2%
FM
1104
Freemont Management
Switzerland
$581K -$2.91M -19,500 -83%
AIMCA
1105
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$581K -$1.25M -8,400 -68%
NC
1106
nVerses Capital
Florida
$581K +$581K +3,900 New
LI
1107
Lafayette Investments
Maryland
$577K -$29.8K -200 -5%
QWM
1108
Quadcap Wealth Management
Texas
$570K -$149 -1 -0%
AFT
1109
Alpha Family Trust
California
$567K – – –
DL
1110
DOHJ LLC
Washington
$567K +$567K +3,802 New
LWMM
1111
Legacy Wealth Management (Mississippi)
Mississippi
$566K -$34.9K -234 -6%
SAM
1112
Sompo Asset Management
Japan
$566K – – –
CIG
1113
Cascade Investment Group
Colorado
$564K -$133K -890 -19%
VIM
1114
Vista Investment Management
Pennsylvania
$559K -$27.3K -183 -5%
CIA
1115
Citadel Investment Advisory
Ohio
$557K – – –
TCM
1116
Tributary Capital Management
Nebraska
$555K -$171K -1,150 -24%
CA
1117
Cullinan Associates
Kentucky
$551K – – –
BFM
1118
Boston Financial Management
Massachusetts
$549K – – –
FCP
1119
Fidelis Capital Partners
Florida
$548K -$44.2K -283 -7%
TIA
1120
Tiemann Investment Advisors
California
$543K -$1.49K -10 -0.3%
IAA
1121
Ironsides Asset Advisors
North Carolina
$542K -$8.94K -60 -2%
DBRC
1122
D.B. Root & Company
Pennsylvania
$541K +$541K +3,628 New
ETIA
1123
Epic Trust Investment Advisors
Washington
$539K +$54.1K +363 +11%
BCV
1124
Banque Cantonale Vaudoise
Switzerland
$534K +$223K +1,494 +72%
MC
1125
Miramar Capital
Illinois
$533K +$533K +3,575 New
43 44
45
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