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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 %
TCOV
1226
Trust Company of Vermont
Vermont
$454K +$39K +217 +9%
KWA
1227
Kingswood Wealth Advisors
California
$453K -$38.8K -217 -8%
AWA
1228
Arkadios Wealth Advisors
Georgia
$452K -$4.67K -26 -1%
PWPS
1229
Pinnacle Wealth Planning Services
Ohio
$452K – – –
PWS
1230
Peterson Wealth Services
Utah
$451K +$15.1K +84 +3%
MAWA
1231
Moss Adams Wealth Advisors
Washington
$451K +$451K +2,508 New
IAS
1232
Insigneo Advisory Services
Florida
$450K -$136K -756 -23%
FNBOMD
1233
First National Bank of Mount Dora
Florida
$448K -$14.7K -82 -3%
WA
1234
WBH Advisory
Maryland
$448K – – –
GCP
1235
GSA Capital Partners
United Kingdom
$446K -$6.08M -33,808 -93%
ACM
1236
Andina Capital Management
Utah
$439K +$18.7K +104 +4%
JCM
1237
Janney Capital Management
Pennsylvania
$438K – – –
CCA
1238
Childress Capital Advisors
Texas
$436K – – –
PPWP
1239
Premier Path Wealth Partners
New Jersey
$435K +$11.9K +66 +3%
CF
1240
Centaurus Financial
California
$435K +$88.5K +493 +26%
DC
1241
Diametric Capital
Massachusetts
$433K +$433K +2,413 New
CI Investments Inc
1242
CI Investments Inc
Ontario, Canada
$433K +$66.8K +372 +18%
CWA
1243
CM Wealth Advisors
Ohio
$433K – – –
MHC
1244
Meyer Handelman Company
New York
$431K – – –
CG
1245
Corundum Group
Colorado
$431K – – –
MAG
1246
M3 Advisory Group
Massachusetts
$431K -$13.8K -77 -3%
CWM
1247
Connecticut Wealth Management
Connecticut
$428K – – –
MSFP
1248
Mark Sheptoff Financial Planning
Connecticut
$427K – – –
AP
1249
Adero Partners
California
$426K +$13.7K +76 +3%
DFCM
1250
Dark Forest Capital Management
Puerto Rico
$424K +$424K +2,361 New
48 49
50
51 52