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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 %
AUB
1451
Atlantic Union Bankshares
Virginia
$243K – – –
SWM
1452
Seed Wealth Management
Illinois
$243K – – –
CSB
1453
City State Bank
Iowa
$242K – – –
NICM
1454
Neo Ivy Capital Management
New York
$240K +$240K +1,340 New
CC
1455
Courier Capital
New York
$238K +$238K +1,327 New
SAI
1456
Savvy Advisors Inc
New York
$238K +$238K +1,324 New
OAS
1457
Optivise Advisory Services
Tennessee
$238K -$44.2K -246 -16%
OCM
1458
Osterweis Capital Management
California
$237K -$45.1K -251 -16%
WP
1459
WMS Partners
Maryland
$236K +$236K +1,314 New
GA
1460
GSG Advisors
New Jersey
$236K +$236K +1,300 New
WA1
1461
Wimmer Associates 1
California
$235K +$235K +1,310 New
CCA
1462
Cobblestone Capital Advisors
New York
$235K +$235K +1,310 New
AMM
1463
American Money Management
California
$235K +$235K +1,309 New
CCA
1464
Catalyst Capital Advisors
New York
$234K -$79.4K -442 -25%
FW
1465
FullCircle Wealth
Texas
$234K +$234K +1,161 New
SB
1466
Simmons Bank
Arkansas
$234K -$40.4K -225 -15%
AIA
1467
Affinity Investment Advisors
California
$232K +$232K +1,293 New
SIG
1468
Stonegate Investment Group
Alabama
$229K -$65.8K -366 -22%
CWP
1469
Concord Wealth Partners
Virginia
$229K +$49K +273 +27%
IC
1470
Inscription Capital
Texas
$229K +$229K +1,273 New
AAMA
1471
Advanced Asset Management Advisors
Ohio
$227K – – –
FPGT
1472
Financial Partners Group (Tennessee)
Tennessee
$227K +$227K +1,264 New
KOMWMG
1473
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$227K +$227K +1,261 New
TAM
1474
Trillium Asset Management
Massachusetts
$225K +$225K +1,255 New
CCAM
1475
Cascades Capital Asset Management
North Carolina
$225K +$225K +1,250 New
57 58
59
60 61