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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 %
VA
1301
Verdad Advisers
Massachusetts
$376K -$85.7K -477 -19%
CA
1302
Claro Advisors
Massachusetts
$375K +$11.9K +66 +3%
CHP
1303
Cable Hill Partners
Oregon
$372K +$719 +4 +0.2%
CL
1304
COWA LLC
Oklahoma
$372K – – –
OP
1305
ORG Partners
Indiana
$370K -$223K -1,242 -38%
MG
1306
Mather Group
Illinois
$370K -$111K -616 -23%
CIC
1307
Carnegie Investment Counsel
Ohio
$367K +$20.1K +112 +6%
SI
1308
Seeds Investor
New York
$366K -$22.6K -126 -6%
KFSC
1309
Keystone Financial Services (Colorado)
Colorado
$363K +$7.91K +44 +2%
SWM
1310
Sugarloaf Wealth Management
Georgia
$363K +$18K +100 +5%
KFS
1311
Kaizen Financial Strategies
California
$362K – – –
AIA
1312
Alera Investment Advisors
Illinois
$362K +$33.8K +188 +10%
SCM
1313
Sandler Capital Management
New York
$359K -$117K -650 -25%
BFO
1314
Biltmore Family Office
North Carolina
$359K – – –
CM
1315
Castleark Management
Illinois
$359K – – –
IWA
1316
Icon Wealth Advisors
Texas
$358K – – –
PWP
1317
Phillips Wealth Planners
Mississippi
$357K +$6.92K +35 +2%
MPM
1318
MBB Public Markets
Illinois
$356K -$7.06M -39,298 -95%
NPT
1319
Nixon Peabody Trust
Massachusetts
$355K – – –
GA
1320
Greenspring Advisors
Maryland
$354K +$354K +1,971 New
EM
1321
Excalibur Management
Massachusetts
$354K -$22.5K -125 -6%
QC
1322
Quent Capital
New York
$351K +$126K +700 +56%
WMA
1323
Wealth Management Associates
New Jersey
$350K +$2.16K +12 +0.6%
BMMM
1324
Boston Mountain Money Management
Arkansas
$348K -$3.77K -21 -1%
KMWM
1325
Keudell/Morrison Wealth Management
Oregon
$347K -$33.6K -187 -9%
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