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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 %
AWM
1276
Avitas Wealth Management
California
$337K -$18.9K -127 -5%
AF
1277
Arrow Financial
New York
$335K -$7.45K -50 -2%
LAM
1278
L2 Asset Management
Massachusetts
$334K +$23.1K +155 +7%
GFP
1279
Gryphon Financial Partners
Ohio
$333K +$138K +923 +70%
SCM
1280
Schnieders Capital Management
California
$333K +$76K +510 +30%
CWG
1281
Cornerstone Wealth Group
North Carolina
$332K +$6.41K +43 +2%
SC
1282
Steph & Co
Wisconsin
$329K -$101K -675 -23%
CCG
1283
Cypress Capital Group
Florida
$329K +$20.7K +139 +7%
KFS
1284
Kaizen Financial Strategies
California
$329K – – –
IWA
1285
Icon Wealth Advisors
Texas
$326K +$36.8K +225 +13%
DWM
1286
Dechtman Wealth Management
Colorado
$326K – – –
ACP
1287
Aveo Capital Partners
Colorado
$326K -$12.8K -86 -4%
PCP
1288
Proficio Capital Partners
Massachusetts
$326K -$7.3K -49 -2%
RWB
1289
RMR Wealth Builders
New Jersey
$325K -$14.2K -95 -4%
OFG
1290
Oxford Financial Group
Indiana
$325K +$5.81K +39 +2%
TCM
1291
Teza Capital Management
Illinois
$324K +$324K +2,177 New
VA
1292
Valmark Advisers
Ohio
$324K +$103K +692 +47%
SIA
1293
Soltis Investment Advisors
Utah
$323K +$11.5K +77 +4%
SYBT
1294
Stock Yards Bank & Trust
Kentucky
$323K -$164K -1,100 -34%
SI
1295
Seeds Investor
New York
$322K +$75.3K +505 +30%
BCFD
1296
Boit C.F. David
$320K – – –
3IP
1297
3Chopt Investment Partners
Virginia
$320K +$320K +2,148 New
AWA
1298
Aaron Wealth Advisors
Illinois
$319K +$57.7K +387 +22%
FCG
1299
Fielder Capital Group
Tennessee
$317K +$10.1K +68 +3%
EFSCE
1300
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$19.8K -133 -6%
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