1,632 hedge funds and large institutions have $84.7B invested in Fiserv in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 566 increasing their positions, 667 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,632
Holders Change
+54
Holders Change %
+3.42%
% of All Funds
23.66%
Holding in Top 10
107
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.58%
% of All Funds
1.55%
New
172
Increased
566
Reduced
667
Closed
101
Calls
$306M
Puts
$314M
Net Calls
-$8.5M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Hudson Bay Capital Management
351
Hudson Bay Capital Management
Connecticut
$13.3M +$13.3M +82,999 New
SWK
352
Stephen W. Kidder
$13.1M -$1.09M -6,794 -8%
SPIA
353
Steward Partners Investment Advisory
New York
$13.1M +$5.06M +31,689 +63%
SCM
354
Shelton Capital Management
Colorado
$13.1M -$1.33M -8,303 -9%
CIA
355
Choate Investment Advisors
Massachusetts
$13M +$5.81M +36,347 +81%
FNBT
356
FineMark National Bank & Trust
Florida
$12.9M +$3.73M +23,333 +41%
Osaic Holdings
357
Osaic Holdings
Arizona
$12.8M -$14.8M -92,327 -53%
Luther King Capital Management (LKCM)
358
Luther King Capital Management (LKCM)
Texas
$12.7M +$12.2M +76,530 +2,505%
ROC
359
Running Oak Capital
Minnesota
$12.7M +$827K +5,173 +7%
YCM
360
Yousif Capital Management
Michigan
$12.7M -$273K -1,706 -2%
VWM
361
Venturi Wealth Management
Texas
$12.6M +$148K +923 +1%
MOACM
362
Mutual of America Capital Management
New York
$12.6M -$255K -1,593 -2%
LCM
363
Landscape Capital Management
New Jersey
$12.4M +$12.4M +77,564 New
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$2.87M +17,931 +30%
B
365
Bailard
California
$12.3M -$33.7K -211 -0.3%
RBC
366
Romano Brothers & Co
Illinois
$12.1M -$107K -670 -0.9%
PA
367
Perennial Advisors
New York
$12.1M -$345K -2,160 -3%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$12.1M +$590K +3,691 +5%
SOADOR
369
State of Alaska Department of Revenue
Alaska
$12M +$47.9K +300 +0.4%
B
370
Bellecapital
Switzerland
$11.9M -$193K -1,210 -2%
PWLP
371
Prio Wealth Limited Partnership
Massachusetts
$11.8M -$134K -840 -1%
ANBT
372
American National Bank & Trust
Texas
$11.8M +$322K +2,015 +3%
BFA
373
Bragg Financial Advisors
North Carolina
$11.7M +$106K +665 +0.9%
Wealth Enhancement Advisory Services
374
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$132K +824 +1%
LPT
375
Legacy Private Trust
Wisconsin
$11.6M -$885K -5,535 -7%