FI icon

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 %
SW
1726
Simplicity Wealth
New Jersey
– -$2.74M -18,397 Closed
AP
1727
Advisors Preferred
Maryland
– -$2.51M -17,042 Closed
TCAM
1728
Turtle Creek Asset Management
Ontario, Canada
– -$2.46M -16,500 Closed
EGM
1729
Engineers Gate Manager
New York
– -$2.16M -14,506 Closed
SI
1730
Symmetry Investments
Jersey
– -$1.96M -13,156 Closed
WI
1731
Wahed Invest
New York
– -$1.93M -12,921 Closed
MFS
1732
Mirabella Financial Services
United Kingdom
– -$1.68M -11,262 Closed
DTL
1733
Dynamic Technology Lab
Singapore
– -$1.62M -10,833 Closed
SEC
1734
Seven Eight Capital
New York
– -$1.37M -9,183 Closed
PCH
1735
PGIM Custom Harvest
New Jersey
– -$1.35M -9,061 Closed
BCM
1736
Bayesian Capital Management
New York
– -$1.34M -9,000 Closed
WF
1737
Wayfinding Financial
Washington
– -$1.31M -8,822 Closed
FRM
1738
Fox Run Management
Connecticut
– -$1.21M -8,096 Closed
SM
1739
Sciencast Management
New Jersey
– -$1.16M -7,765 Closed
SW
1740
SVB Wealth
Massachusetts
– -$1.15M -7,698 Closed
SL
1741
Stevard LLC
Illinois
– -$1.13M -7,600 Closed
QIM
1742
Quantitative Investment Management
Virginia
– -$1.06M -7,138 Closed
APP
1743
Avantax Planning Partners
Iowa
– -$1.05M -7,053 Closed
UFF
1744
USA Financial Formulas
Michigan
– -$1.01M -6,776 Closed
OQS
1745
Occudo Quantitative Strategies
Florida
– -$998K -6,695 Closed
MAM
1746
Martingale Asset Management
Massachusetts
– -$866K -5,810 Closed
OIS
1747
Okabena Investment Services
Minnesota
– -$848K -5,689 Closed
FAT
1748
First American Trust
California
– -$809K -5,425 Closed
AIM
1749
Aigen Investment Management
New York
– -$800K -5,367 Closed
IFU
1750
iSAM Funds (UK)
United Kingdom
– -$762K -5,111 Closed
68 69
70
71 72