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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 %
AFCM
176
Applied Finance Capital Management
Puerto Rico
$41.3M +$13.5M +90,341 +48%
ZIC
177
ZWJ Investment Counsel
Georgia
$41.3M +$482K +3,231 +1%
RFC
178
Regions Financial Corp
Alabama
$40.6M +$6.18M +41,451 +18%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$40.5M -$980K -6,576 -2%
CF
180
Canoe Financial
Alberta, Canada
$40.4M – – –
BGIM
181
Brandywine Global Investment Management
Pennsylvania
$40.1M +$1.23M +8,267 +3%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$39.7M +$156K +1,048 +0.4%
TAM
183
Troy Asset Management
United Kingdom
$39.7M – – –
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.2M -$2.95M -19,813 -7%
TAM
185
Todd Asset Management
Kentucky
$39.2M +$4.06M +27,241 +12%
CISOA
186
Capital Investment Services of America
Wisconsin
$38.6M -$1.03M -6,907 -3%
Treasurer of the State of North Carolina
187
Treasurer of the State of North Carolina
North Carolina
$38.3M -$2.08M -13,971 -5%
Stifel Financial
188
Stifel Financial
Missouri
$37.7M -$1.29M -8,644 -3%
US Bancorp
189
US Bancorp
Minnesota
$37.3M +$73.3K +492 +0.2%
Royal London Asset Management
190
Royal London Asset Management
United Kingdom
$37.3M +$1.39M +9,330 +4%
Mirae Asset Global ETFs Holdings
191
Mirae Asset Global ETFs Holdings
Hong Kong
$36.3M +$36.3M +243,857 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$35.6M +$1.59M +10,650 +5%
State of Tennessee, Department of Treasury
193
State of Tennessee, Department of Treasury
Tennessee
$35.4M -$1.02M -6,846 -3%
ELI
194
Empire Life Investments
Ontario, Canada
$35.4M -$4.33M -29,077 -11%
MSV
195
MN Services Vermogensbeheer
Netherlands
$35.4M -$805K -5,400 -2%
JLBC
196
J.L. Bainbridge & Co
Florida
$34.5M +$1.14M +7,676 +3%
SEM
197
Suncoast Equity Management
Florida
$34.3M +$816K +5,472 +2%
HC
198
Hillman Company
Pennsylvania
$34.3M – – –
First Trust Advisors
199
First Trust Advisors
Illinois
$34.2M +$9.75M +65,417 +40%
RG
200
Renaissance Group
Kentucky
$33.9M -$462K -3,100 -1%
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