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
Name Holding Trade Value Shares
Change
Shares
Change %
SF
401
Synovus Financial
Georgia
$9.84M +$49.9K +335 +0.5%
FHB
402
First Hawaiian Bank
Hawaii
$9.76M -$239K -1,601 -2%
PP
403
Prudential plc
United Kingdom
$9.73M +$2.7M +18,099 +38%
ROC
404
Robertson Opportunity Capital
Texas
$9.63M
DA
405
Dillon & Associates
Michigan
$9.39M +$1.27M +8,529 +16%
EAM
406
Eagle Asset Management
Florida
$9.35M +$1.42M +9,651 +18%
FAM
407
Fred Alger Management
New York
$9.31M +$9.25M +62,073 +15,636%
Pacer Advisors
408
Pacer Advisors
Pennsylvania
$9.31M +$2.6M +17,462 +39%
LOPW
409
Live Oak Private Wealth
North Carolina
$9.27M -$220K -1,477 -2%
Osaic Holdings
410
Osaic Holdings
Arizona
$9.21M -$2.77M -18,554 -23%
CTA
411
Chesley Taft & Associates
Illinois
$9.15M +$71.5K +480 +0.8%
MCWS
412
McKinley Carter Wealth Services
West Virginia
$9.09M +$116K +778 +1%
SA
413
Sanctuary Advisors
Indiana
$9.08M +$9.08M +58,265 New
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$9.02M +$4.45M +29,232 +97%
DT
415
Diversified Trust
Tennessee
$8.99M +$385K +2,582 +4%
LRPA
416
L. Roy Papp & Associates
Arizona
$8.97M -$249K -1,669 -3%
SCP
417
Steamboat Capital Partners
New York
$8.95M -$1.04M -6,966 -10%
IMPI
418
Ilmarinen Mutual Pension Insurance
Finland
$8.94M
AI
419
Atria Investments
North Carolina
$8.87M +$526K +3,528 +6%
PMG
420
ProVise Management Group
Florida
$8.8M +$35.5K +238 +0.4%
TAM
421
Tocqueville Asset Management
New York
$8.71M -$67.1K -450 -0.8%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.7M -$209K -1,405 -2%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$8.67M +$460K +3,087 +6%
CAM
424
Cozad Asset Management
Illinois
$8.49M -$47.8K -321 -0.6%
AAM
425
Advisors Asset Management
Colorado
$8.42M +$1.77M +11,846 +27%