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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.93B -$57.8M -321,654 -0.6%
BlackRock
2
BlackRock
New York
$7.03B -$13.4M -74,601 -0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$6.32B -$471M -2,621,335 -7%
Dodge & Cox
4
Dodge & Cox
California
$5.88B -$296M -1,647,611 -5%
State Street
5
State Street
Massachusetts
$4.3B -$40.3M -224,267 -0.9%
Capital World Investors
6
Capital World Investors
California
$3.63B +$53.5M +297,650 +1%
Harris Associates
7
Harris Associates
Illinois
$2.46B -$198M -1,102,003 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.21B +$384M +2,137,588 +21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.09B -$1.09M -6,099 -0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.7B +$256M +1,427,664 +18%
Morgan Stanley
11
Morgan Stanley
New York
$1.61B -$55.6M -309,572 -3%
Invesco
12
Invesco
Georgia
$1.3B +$72.7M +404,660 +6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.24B -$47.5M -264,649 -4%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.18B -$26.2M -145,608 -2%
Parnassus Investments
15
Parnassus Investments
California
$935M -$107M -595,423 -10%
Northern Trust
16
Northern Trust
Illinois
$933M -$51.7M -287,883 -5%
Sanders Capital
17
Sanders Capital
Florida
$765M +$765M +4,255,737 New
UBS AM
18
UBS AM
Illinois
$760M -$15.7M -87,115 -2%
Goldman Sachs
19
Goldman Sachs
New York
$740M -$270M -1,502,487 -27%
LP
20
Longview Partners
Guernsey
$734M +$1.3M +7,230 +0.2%
Bessemer Group
21
Bessemer Group
New Jersey
$689M -$224K -1,249 -0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$637M -$35.5M -197,483 -5%
Charles Schwab
23
Charles Schwab
California
$634M +$1.55M +8,655 +0.2%
Legal & General Group
24
Legal & General Group
United Kingdom
$623M -$20.5M -114,162 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$590M +$111M +619,709 +23%
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