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
Name Holding Trade Value Shares
Change
Shares
Change %
N
401
Natixis
France
$11.5M -$14.9M -82,888 -56%
WB
402
Webster Bank
Connecticut
$11.4M -$577K -3,212 -5%
MGP
403
M&G plc
United Kingdom
$11.3M -$994K -5,521 -8%
DT
404
Diversified Trust
Tennessee
$11.1M +$295K +1,642 +3%
SFA
405
Sequoia Financial Advisors
Ohio
$11.1M +$8.67M +48,270 +355%
LOPW
406
Live Oak Private Wealth
North Carolina
$11.1M -$72.6K -404 -0.6%
LRPA
407
L. Roy Papp & Associates
Arizona
$10.9M +$71.9K +400 +0.7%
MCWS
408
McKinley Carter Wealth Services
West Virginia
$10.8M -$111K -618 -1%
CTA
409
Chesley Taft & Associates
Illinois
$10.8M -$195K -1,084 -2%
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
$10.8M -$1.58M -8,770 -13%
IMPI
411
Ilmarinen Mutual Pension Insurance
Finland
$10.8M
OAM
412
Oppenheimer Asset Management
New York
$10.7M -$5.56M -30,960 -34%
PMG
413
ProVise Management Group
Florida
$10.6M +$34.9K +194 +0.3%
AAM
414
Advisors Asset Management
Colorado
$10.6M +$426K +2,373 +4%
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$10.4M -$1.47M -8,198 -12%
CAM
416
Cozad Asset Management
Illinois
$10.2M -$26.9K -150 -0.3%
TAM
417
Tocqueville Asset Management
New York
$10.2M -$336K -1,873 -3%
CI
418
CX Institutional
Indiana
$10.1M +$1.43M +7,943 +16%
SAM
419
Shell Asset Management
Netherlands
$10.1M +$10.1M +56,415 New
Hudson Bay Capital Management
420
Hudson Bay Capital Management
Connecticut
$10.1M +$1.88M +10,472 +23%
Osaic Holdings
421
Osaic Holdings
Arizona
$10.1M -$985K -5,482 -9%
LAI
422
Legal Advantage Investments
California
$10M -$71.9K -400 -0.7%
FHB
423
First Hawaiian Bank
Hawaii
$10M -$1.73M -9,618 -15%
WIA
424
World Investment Advisors
California
$10M +$9.39M +52,247 +1,470%
EMPI
425
Elo Mutual Pension Insurance
Finland
$9.99M +$258K +1,434 +3%