FI icon

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 %
GM
1126
GeoWealth Management
Illinois
$628K -$89.8K -500 -13%
CP
1127
CenterBook Partners
Connecticut
$627K -$5.64M -31,379 -90%
CWM
1128
Congress Wealth Management
Massachusetts
$624K +$77.4K +431 +14%
CM
1129
Caption Management
Oklahoma
$620K +$620K +3,450 New
MIA
1130
MMBG Investment Advisors
Florida
$620K – – –
GD
1131
Grandfield & Dodd
New York
$619K – – –
PP
1132
Pegasus Partners
Wisconsin
$619K – – –
RPCONE
1133
Retirement Planning Company of New England
Rhode Island
$614K – – –
VIM
1134
Vista Investment Management
Pennsylvania
$614K -$59.5K -331 -9%
TCPW
1135
Twin City Private Wealth
North Carolina
$611K +$2.16K +12 +0.4%
PP
1136
PDS Planning
Ohio
$610K +$95.6K +532 +19%
BWP
1137
BSW Wealth Partners
Colorado
$608K +$56.4K +314 +10%
SAM
1138
Sompo Asset Management
Japan
$607K -$75.5K -420 -11%
ARC
1139
Advisor Resource Council
Texas
$607K +$607K +3,380 New
CII
1140
Capital International Inc
California
$600K +$2.87K +16 +0.5%
CPC
1141
Cookson Peirce & Co
Pennsylvania
$594K -$12.2K -68 -2%
FI
1142
Financial Insights
Washington
$592K -$451K -2,510 -43%
TIA
1143
Tiemann Investment Advisors
California
$589K -$65.6K -365 -10%
TPCW
1144
TD Private Client Wealth
New York
$589K +$13.3K +74 +2%
FHA
1145
Flagship Harbor Advisors
Massachusetts
$587K +$587K +3,269 New
MC
1146
Matisse Capital
Oregon
$584K – – –
First Manhattan
1147
First Manhattan
New York
$581K +$12.8K +71 +2%
CA
1148
Commerzbank Aktiengesellschaft
Germany
$579K +$170K +943 +41%
BFA
1149
Beacon Financial Advisory
Ohio
$578K +$5.21K +29 +0.9%
OL
1150
Optas LLC
Texas
$578K +$9.7K +54 +2%
44 45
46
47 48