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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 %
HWAM
1151
Hennion & Walsh Asset Management
New Jersey
$496K +$48.1K +323 +11%
CII
1152
Capital International Inc
California
$495K +$37.3K +250 +8%
SCM
1153
Stevens Capital Management
Pennsylvania
$495K +$495K +3,323 New
FPAS
1154
Focus Partners Advisor Solutions
Missouri
$495K -$29.8K -200 -6%
WAG
1155
Wallace Advisory Group
California
$494K -$56.8K -381 -10%
SF
1156
Summit Financial
New Jersey
$494K +$201K +1,346 +68%
TWM
1157
Thrive Wealth Management
Pennsylvania
$490K +$3.88K +26 +0.8%
HH
1158
Hilltop Holdings
Texas
$486K -$1.19K -8 -0.2%
OP
1159
ORG Partners
Indiana
$486K +$470K +3,197 +3,016%
MC
1160
Matisse Capital
Oregon
$484K – – –
BAAM
1161
Baker Avenue Asset Management
California
$484K -$67.5K -453 -12%
WEG
1162
World Equity Group
Illinois
$482K – – –
P
1163
&Partners
Tennessee
$481K +$286K +1,920 +147%
SW
1164
SkyOak Wealth
Michigan
$481K – – –
NGA
1165
Naples Global Advisors
Florida
$479K – – –
CAS
1166
CTC Alternative Strategies
Illinois
$478K +$478K +3,210 New
TPCW
1167
TD Private Client Wealth
New York
$478K +$4.32K +29 +0.9%
BJL
1168
Brighton Jones LLC
Washington
$477K +$95.8K +643 +25%
BFA
1169
Beacon Financial Advisory
Ohio
$475K +$475K +3,188 New
MAM
1170
Marotta Asset Management
Virginia
$472K +$1.62K +11 +0.3%
Wolverine Trading
1171
Wolverine Trading
Illinois
$472K +$472K +3,165 New
First Manhattan
1172
First Manhattan
New York
$472K +$202K +1,354 +75%
OL
1173
Optas LLC
Texas
$471K +$7.3K +49 +2%
CT
1174
Clearstead Trust
Maine
$470K +$4.02K +27 +0.9%
LCGC
1175
Legacy Capital Group California
California
$463K +$5.07K +34 +1%
45 46
47
48 49