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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 %
CNBT
1326
Canandaigua National Bank & Trust
New York
$346K +$7.91K +44 +2%
WA
1327
Wealth Alliance
New York
$345K -$141K -787 -29%
DP
1328
Dearborn Partners
Illinois
$338K – – –
OFS
1329
OneAscent Financial Services
Alabama
$336K +$336K +1,870 New
FBT
1330
First Bank & Trust
South Dakota
$336K +$56.1K +312 +20%
MW
1331
Marcum Wealth
Ohio
$332K -$7.73K -43 -2%
MPW
1332
Monterey Private Wealth
California
$332K – – –
OPA
1333
Old Port Advisors
Maine
$330K -$21.7K -121 -6%
LFG
1334
Larson Financial Group
Missouri
$330K +$49.2K +274 +18%
LPAM
1335
Lodestar Private Asset Management
California
$329K – – –
PVM
1336
Palogic Value Management
Texas
$328K -$10.2K -57 -3%
FC
1337
FORA Capital
Florida
$328K +$328K +1,825 New
WF
1338
WoodTrust Financial
Wisconsin
$327K +$2.51K +14 +0.8%
NPF
1339
Norris Perne & French
Michigan
$327K – – –
ECG
1340
Edge Capital Group
Georgia
$326K – – –
RWB
1341
RMR Wealth Builders
New Jersey
$325K -$66.8K -372 -17%
CH
1342
Cromwell Holdings
Wyoming
$325K – – –
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$317K – – –
CCWM
1344
Cassaday & Co Wealth Management
Virginia
$317K -$12.6K -70 -4%
PWG
1345
Portside Wealth Group
Utah
$317K +$35K +195 +12%
WA
1346
Waverly Advisors
Alabama
$317K -$27.3K -152 -8%
SNBOSCI
1347
Security National Bank of Sioux City Iowa
Iowa
$314K – – –
CAM
1348
Concorde Asset Management
Michigan
$314K +$314K +1,750 New
PWM
1349
Power Wealth Management
Georgia
$314K – – –
TCOT
1350
Trust Company of Toledo
Ohio
$314K -$3.05K -17 -1%
52 53
54
55 56