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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.46B -$22.5M -151,131 -0.3%
BlackRock
2
BlackRock
New York
$5.85B -$107M -720,197 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.63B -$1.03B -6,926,628 -15%
Dodge & Cox
4
Dodge & Cox
California
$5.12B -$35.6M -238,631 -0.7%
State Street
5
State Street
Massachusetts
$3.6B -$76.3M -511,898 -2%
Capital World Investors
6
Capital World Investors
California
$2.97B +$161M +1,079,083 +6%
Harris Associates
7
Harris Associates
Illinois
$2.2B +$70.2M +470,963 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.74B -$6.62M -44,557 -0.4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.52B -$42M -281,825 -3%
Morgan Stanley
10
Morgan Stanley
New York
$1.39B +$16.6M +111,482 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.19B -$290M -1,944,190 -20%
Norges Bank
12
Norges Bank
Norway
$1.12B +$100M +671,025 +10%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.07B +$9.59M +64,332 +0.9%
Invesco
14
Invesco
Georgia
$1.02B +$118M +794,099 +13%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$1B +$21.4M +143,471 +2%
VAM
16
Veritas Asset Management
United Kingdom
$871M -$155M -1,039,467 -15%
Parnassus Investments
17
Parnassus Investments
California
$864M -$110M -741,396 -11%
Goldman Sachs
18
Goldman Sachs
New York
$838M +$238M +1,598,736 +40%
Northern Trust
19
Northern Trust
Illinois
$817M -$19.3M -129,173 -2%
UBS AM
20
UBS AM
Illinois
$644M +$125M +839,785 +24%
LP
21
Longview Partners
Guernsey
$608M -$82.9M -556,280 -12%
Bessemer Group
22
Bessemer Group
New Jersey
$572M +$87.1M +584,564 +18%
BI
23
BlueSpruce Investments
Illinois
$566M -$17.5M -117,210 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$558M -$21.2M -141,957 -4%
Ameriprise
25
Ameriprise
Minnesota
$543M -$6.91M -46,371 -1%
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