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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 %
AAMA
1426
Advanced Asset Management Advisors
Ohio
$227K – – –
GIA
1427
Gateway Investment Advisers
Ohio
$227K -$42.5K -285 -16%
AIC
1428
Archer Investment Corporation
Indiana
$226K – – –
SEIA
1429
Signature Estate & Investment Advisors
California
$225K +$225K +1,511 New
CWM
1430
Chemistry Wealth Management
New York
$225K – – –
1WM
1431
1858 Wealth Management
Ohio
$225K -$14.3K -96 -6%
SWM
1432
SeaCrest Wealth Management
New York
$225K +$22.2K +149 +11%
NL
1433
NWAM LLC
Washington
$224K -$894 -6 -0.4%
BAM
1434
Berkshire Asset Management
Pennsylvania
$224K – – –
BIA
1435
Bigelow Investment Advisors
Maine
$220K +$4.17K +28 +2%
FMTC
1436
Farmers & Merchants Trust Company
California
$219K – – –
IAIM
1437
International Assets Investment Management
Florida
$218K -$2.68K -18 -1%
WPWM
1438
Western Pacific Wealth Management
Illinois
$218K -$44K -295 -17%
TL
1439
Tradewinds LLC
North Carolina
$218K +$218K +1,462 New
CAM
1440
Cidel Asset Management
Ontario, Canada
$216K +$16.2K +109 +8%
VCM
1441
Virtue Capital Management
Tennessee
$216K -$9.64K -61 -4%
BWM
1442
Baron Wealth Management
Michigan
$216K -$82.1K -551 -28%
GWANC
1443
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K – – –
FCA
1444
FinTrust Capital Advisors
South Carolina
$212K +$8.2K +55 +4%
RIA
1445
Realta Investment Advisors
Delaware
$212K +$298 +2 +0.1%
Simplex Trading
1446
Simplex Trading
Illinois
$212K +$212K +1,423 New
CCM
1447
Chickasaw Capital Management
Tennessee
$211K +$7.46K +50 +4%
CAM
1448
Claret Asset Management
Quebec, Canada
$210K +$210K +1,411 New
PI
1449
PEAK6 Investments
Illinois
$209K +$209K +1,404 New
KIA
1450
KCM Investment Advisors
California
$209K -$14K -94 -6%
56 57
58
59 60