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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 %
SIA
1701
Spectrum Investment Advisors
Wisconsin
– -$311K -1,943 Closed
PCMH
1702
Polymer Capital Management (HK)
Hong Kong
– -$300K -1,874 Closed
Fisher Asset Management
1703
Fisher Asset Management
Washington
– -$287K -1,796 Closed
JCIA
1704
Jackson Creek Investment Advisors
Colorado
– -$274K -1,717 Closed
FBC
1705
Fairfield, Bush & Co
Connecticut
– -$262K -1,640 Closed
IGWM
1706
ICA Group Wealth Management
Colorado
– -$261K -1,636 Closed
WG
1707
Winton Group
United Kingdom
– -$257K -1,607 Closed
RRCM
1708
Rappaport Reiches Capital Management
Illinois
– -$257K -1,605 Closed
AC
1709
ASB Consultores
Florida
– -$247K -1,544 Closed
AL
1710
Aspiriant LLC
California
– -$238K -1,492 Closed
PF
1711
Phoenix Financial
Israel
– -$223K -1,400 Closed
NW
1712
NewEdge Wealth
Pennsylvania
– -$208K -1,393 Closed
RFM
1713
Royal Fund Management
Florida
– -$221K -1,380 Closed
IEFM
1714
IQ EQ Fund Management
Ireland
– -$219K -1,369 Closed
IF
1715
Intrua Financial
Texas
– -$216K -1,351 Closed
FG
1716
Fiduciary Group
Georgia
– -$212K -1,328 Closed
WA1
1717
Wimmer Associates 1
California
– -$209K -1,310 Closed
CC
1718
Courier Capital
New York
– -$209K -1,308 Closed
Fiera Capital (Canada)
1719
Fiera Capital (Canada)
Quebec, Canada
– -$208K -1,304 Closed
TAM
1720
Trillium Asset Management
Massachusetts
– -$206K -1,291 Closed
FFG
1721
Fortem Financial Group
California
– -$206K -1,288 Closed
CCA
1722
Cobblestone Capital Advisors
New York
– -$205K -1,284 Closed
WP
1723
WMS Partners
Maryland
– -$204K -1,279 Closed
FPGT
1724
Financial Partners Group (Tennessee)
Tennessee
– -$202K -1,264 Closed
HW
1725
Hancock Whitney
Mississippi
– -$201K -1,259 Closed
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