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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 %
A
1651
AlphaQuest
New York
$149 -$1.04K -7 -88%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1652
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$149 – – –
RWM
1653
Ruedi Wealth Management
Illinois
$149 +$149 +1 New
PC
1654
PointState Capital
New York
– -$51.8M -324,119 Closed
AIG
1655
American International Group
New York
– -$27.8M -174,051 Closed
SI
1656
Sora Investors
Pennsylvania
– -$26.5M -165,969 Closed
GAA
1657
Global Assets Advisory
Florida
– -$973K -154,289 Closed
GC
1658
Gillson Capital
Illinois
– -$24.3M -151,800 Closed
Point72 Asset Management
1659
Point72 Asset Management
Connecticut
– -$24.2M -151,363 Closed
PE
1660
Point72 Europe
United Kingdom
– -$8.79M -55,000 Closed
KOC
1661
Koss-Olinger Consulting
Florida
– -$7.35M -45,981 Closed
EAM
1662
EULAV Asset Management
Florida
– -$5.24M -32,805 Closed
OCM
1663
Oribel Capital Management
New York
– -$4.75M -29,700 Closed
TAM
1664
Tabor Asset Management
New York
– -$4.61M -28,817 Closed
MLICM
1665
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.87M -24,206 Closed
IWS
1666
Insight Wealth Strategies
California
– -$2.86M -17,924 Closed
AWC
1667
Abundance Wealth Counselors
Pennsylvania
– -$1.99M -12,479 Closed
BL
1668
Balentine LLC
Georgia
– -$1.97M -12,340 Closed
JFG
1669
Jefferies Financial Group
New York
– -$1.68M -10,527 Closed
DWM
1670
Darwin Wealth Management
Florida
– -$1.46M -9,127 Closed
EW
1671
Evoke Wealth
California
– -$1.4M -8,745 Closed
GC
1672
Guardian Capital
Ontario, Canada
– -$1.4M -8,735 Closed
MCM
1673
Mitchell Capital Management
Kansas
– -$1.28M -8,002 Closed
RCM
1674
Radnor Capital Management
Pennsylvania
– -$1.2M -7,524 Closed
BFM
1675
Boothbay Fund Management
New York
– -$1.1M -6,871 Closed
65 66
67
68 69