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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 %
FFA
1476
Fragasso Financial Advisors
Pennsylvania
$225K +$225K +1,250 New
CJ
1477
Caitlin John
Michigan
$224K +$176K +827 +366%
UF
1478
Univest Financial
Pennsylvania
$224K +$224K +1,248 New
FMP
1479
Financial Management Professionals
Texas
$224K -$1.44K -8 -0.6%
BAM
1480
Berkshire Asset Management
Pennsylvania
$224K – – –
CWS
1481
Cypress Wealth Services
California
$223K +$223K +1,242 New
MCM
1482
Monument Capital Management
Virginia
$223K +$223K +1,241 New
FFWA
1483
Forthright Family Wealth Advisory
Texas
$223K +$223K +1,074 New
LSA
1484
Lion Street Advisors
Texas
$222K +$222K +1,233 New
NAM
1485
NTV Asset Management
West Virginia
$221K +$221K +1,228 New
CPW
1486
Crestmont Private Wealth
Texas
$221K +$221K +1,228 New
RRCM
1487
Rappaport Reiches Capital Management
Illinois
$220K +$220K +1,227 New
WMWM
1488
Whitaker-Myers Wealth Managers
Ohio
$219K +$219K +1,220 New
SW
1489
SMART Wealth
Nebraska
$218K -$27.7K -154 -11%
BCM
1490
Birmingham Capital Management
Alabama
$218K +$218K +1,212 New
KCM
1491
Kathmere Capital Management
Pennsylvania
$216K +$216K +1,204 New
WSCM
1492
Wellington Shields Capital Management
New York
$216K – – –
SNB
1493
Security National Bank
Nebraska
$216K – – –
PPW
1494
Presilium Private Wealth
Pennsylvania
$216K +$216K +1,200 New
PWW
1495
Pettyjohn Wood & White
Virginia
$216K +$216K +1,200 New
RPSA
1496
Richard P. Slaughter Associates
Texas
$216K +$216K +1,200 New
MMPW
1497
Mitchell McLeod Pugh & Williams
Alabama
$216K +$216K +1,200 New
CSI
1498
Cross Staff Investments
New York
$216K +$216K +1,200 New
SPWM
1499
Schrum Private Wealth Management
Florida
$216K +$216K +1,200 New
BS
1500
Banco Santander
Spain
$215K -$33.8K -188 -14%
58 59
60
61 62