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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 %
RPWA
1251
Regent Peak Wealth Advisors
Georgia
$421K +$5.03K +28 +1%
VVP
1252
Venture Visionary Partners
Ohio
$419K -$41.1K -229 -9%
SCM
1253
Schnieders Capital Management
California
$418K +$16.5K +92 +4%
LAM
1254
L2 Asset Management
Massachusetts
$417K +$14K +78 +3%
SMA
1255
Sage Mountain Advisors
Georgia
$417K -$23K -128 -5%
FI
1256
Fosun International
China
$416K – – –
IBOK
1257
Independence Bank of Kentucky
Kentucky
$415K +$99.7K +555 +32%
TPI
1258
Trust Point Inc
Wisconsin
$415K +$8.26K +46 +2%
CWG
1259
Cornerstone Wealth Group
North Carolina
$414K +$14K +78 +4%
CFFP
1260
Center for Financial Planning
Michigan
$413K – – –
IIM
1261
Ipswich Investment Management
Massachusetts
$412K – – –
WCF
1262
West Coast Financial
California
$412K – – –
SIG
1263
Sky Investment Group
Connecticut
$411K +$62K +345 +18%
CPIA
1264
Cornell Pochily Investment Advisors
New York
$411K -$8.44K -47 -2%
HHRDM
1265
H&H Retirement Design & Management
Nevada
$407K -$16.1K -83 -4%
OFG
1266
Oxford Financial Group
Indiana
$405K +$13.8K +77 +4%
AF
1267
Arrow Financial
New York
$404K – – –
HS
1268
Horan Securities
United States
$401K -$18K -100 -4%
SC
1269
Steph & Co
Wisconsin
$401K +$4.31K +24 +1%
WCM
1270
WealthBridge Capital Management
Ohio
$400K +$400K +2,229 New
CCG
1271
Cypress Capital Group
Florida
$399K +$1.98K +11 +0.5%
BJL
1272
Brighton Jones LLC
Washington
$397K -$178K -989 -31%
SIA
1273
Soltis Investment Advisors
Utah
$397K +$7.37K +41 +2%
GFP
1274
Gryphon Financial Partners
Ohio
$397K -$5.21K -29 -1%
WFI
1275
West Family Investments
California
$394K +$37.5K +209 +11%
49 50
51
52 53