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 %
Walleye Trading
401
Walleye Trading
New York
$9.82M -$12M -74,909 -55%
OIA
402
OneDigital Investment Advisors
Kansas
$9.8M +$1.45M +9,079 +17%
CTA
403
Chesley Taft & Associates
Illinois
$9.73M +$69K +432 +0.7%
MCWS
404
McKinley Carter Wealth Services
West Virginia
$9.62M +$138K +866 +1%
IMPI
405
Ilmarinen Mutual Pension Insurance
Finland
$9.59M
CAPTRUST Financial Advisors
406
CAPTRUST Financial Advisors
North Carolina
$9.57M -$2.17M -13,550 -18%
MGWM
407
Marks Group Wealth Management
Minnesota
$9.55M -$226K -1,414 -2%
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.5M +$3.31M +20,850 +54%
TAM
409
Tocqueville Asset Management
New York
$9.41M +$75.9K +475 +0.8%
PMG
410
ProVise Management Group
Florida
$9.4M +$630K +3,945 +7%
ACA
411
Aptus Capital Advisors
Alabama
$9.32M -$689K -4,314 -7%
Federated Hermes
412
Federated Hermes
Pennsylvania
$9.31M +$2.71M +16,946 +41%
GWM
413
GDS Wealth Management
Texas
$9.3M +$1.54M +9,663 +20%
1832 Asset Management
414
1832 Asset Management
Ontario, Canada
$9.27M -$774K -4,846 -8%
DT
415
Diversified Trust
Tennessee
$9.23M +$1.9M +11,876 +26%
MC
416
Middleton & Co
Massachusetts
$9.2M -$64.4K -403 -0.7%
BCM
417
BTC Capital Management
Iowa
$9.19M +$9.19M +57,519 New
CAM
418
Cozad Asset Management
Illinois
$9.15M -$142K -890 -2%
LAI
419
Legal Advantage Investments
California
$9.07M -$1.56M -9,790 -15%
Acadian Asset Management
420
Acadian Asset Management
Massachusetts
$9.05M +$7.15M +44,776 +377%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$9.02M +$1.66M +10,389 +23%
OAM
422
Oppenheimer Asset Management
New York
$8.98M -$4.73M -29,600 -34%
Balyasny Asset Management
423
Balyasny Asset Management
Illinois
$8.98M +$6.69M +41,876 +293%
AI
424
Atria Investments
North Carolina
$8.95M +$257K +1,607 +3%
HFS
425
Hantz Financial Services
Michigan
$8.91M -$748K -4,682 -8%