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 %
FNBT
426
FineMark National Bank & Trust
Florida
$7.65M +$59.9K +451 +0.8%
BCI
427
Brinker Capital Investments
Pennsylvania
$7.64M +$46.4K +343 +0.6%
OPS
428
Orion Portfolio Solutions
Nebraska
$7.64M +$46.4K +343 +0.6%
AWM
429
AE Wealth Management
Kansas
$7.53M -$23.2M -163,801 -75%
MRCM
430
M&R Capital Management
New Jersey
$7.5M -$40.5K -305 -0.5%
PMG
431
ProVise Management Group
Florida
$7.28M +$15.8K +119 +0.2%
SAM
432
Smithbridge Asset Management
Pennsylvania
$7.26M -$40K -301 -0.5%
CCM
433
Carderock Capital Management
Maryland
$7.23M +$1.67M +12,578 +30%
AI
434
Atria Investments
North Carolina
$7.23M -$80.2K -604 -1%
CVM
435
Cheviot Value Management
California
$7.2M -$2M -14,997 -22%
BIG
436
Builder Investment Group
Georgia
$7.19M
CIM
437
Contravisory Investment Management
Massachusetts
$7.07M +$5.71K +43 +0.1%
LCM
438
Liberty Capital Management
Michigan
$7.07M -$163K -1,225 -2%
EMPI
439
Elo Mutual Pension Insurance
Finland
$7.07M +$207K +1,557 +3%
CCM
440
Cox Capital Management
Massachusetts
$6.98M -$172K -1,292 -2%
OIA
441
OneDigital Investment Advisors
Kansas
$6.94M +$1.8M +13,532 +35%
RAM
442
Redmond Asset Management
Virginia
$6.94M +$178K +1,341 +3%
Credit Agricole
443
Credit Agricole
France
$6.9M +$1.49M +11,246 +28%
CAN
444
Cetera Advisor Networks
California
$6.87M +$4.65K +35 +0.1%
VCA
445
Verdence Capital Advisors
Maryland
$6.85M +$136K +1,021 +2%
JC
446
Jacobs & Co
California
$6.77M -$3.99K -30 -0.1%
BCM
447
Brooktree Capital Management
Michigan
$6.76M -$452K -3,403 -6%
GIBU
448
Gulf International Bank (UK)
United Kingdom
$6.74M -$829K -6,241 -11%
HBT
449
Hills Bank & Trust
Iowa
$6.74M -$66K -497 -1%
SPIA
450
Steward Partners Investment Advisory
New York
$6.7M -$6.9M -51,911 -51%