1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
376
Venturi Wealth Management
Texas
$10.3M +$116K +875 +1%
PA
377
Perennial Advisors
New York
$10.3M +$41K +309 +0.4%
B
378
Bailard
California
$10.2M +$189K +1,423 +2%
RBC
379
Romano Brothers & Co
Illinois
$10.2M -$183K -1,380 -2%
CAC
380
Core Alternative Capital
Georgia
$10.2M -$4.41M -33,215 -30%
MAA
381
Matrix Asset Advisors
New York
$10M -$783K -5,894 -7%
B
382
Bellecapital
Switzerland
$10M +$272K +2,048 +3%
IIM
383
INTECH Investment Management
Florida
$9.96M +$848K +6,385 +9%
PWLP
384
Prio Wealth Limited Partnership
Massachusetts
$9.94M -$5.31K -40 -0.1%
SOADOR
385
State of Alaska Department of Revenue
Alaska
$9.91M -$1.01M -7,615 -9%
ROC
386
Running Oak Capital
Minnesota
$9.86M +$1.23M +9,230 +14%
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$9.75M +$304K +2,291 +3%
BFA
388
Bragg Financial Advisors
North Carolina
$9.61M +$45K +339 +0.5%
Wealth Enhancement Advisory Services
389
Wealth Enhancement Advisory Services
Minnesota
$9.56M -$1.66M -12,497 -15%
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$9.53M -$309K -2,328 -3%
ANBT
391
American National Bank & Trust
Texas
$9.52M +$719K +5,410 +8%
NAM
392
Nissay Asset Management
Japan
$9.49M +$82K +617 +0.9%
HL
393
HeadInvest LLC
Maine
$9.41M -$51.8K -390 -0.5%
BG
394
Bahl & Gaynor
Ohio
$9.41M -$54.2K -408 -0.6%
WB
395
Webster Bank
Connecticut
$9.39M +$48.5K +365 +0.5%
AC
396
Addenda Capital
Quebec, Canada
$9.37M -$70.8K -533 -0.7%
FHB
397
First Hawaiian Bank
Hawaii
$9.26M -$252K -1,899 -3%
WC
398
Woodstock Corp
Massachusetts
$9.25M +$87.1K +656 +1%
SAM
399
Shell Asset Management
Netherlands
$9.11M -$2.29M -17,267 -20%
PFP
400
Pinnacle Financial Partners
Tennessee
$8.85M +$46.6K +351 +0.5%