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 %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$8.81M +$2.76M +17,280 +46%
PE
427
Point72 Europe
United Kingdom
$8.79M -$1.26M -7,900 -13%
Vontobel Holding
428
Vontobel Holding
Switzerland
$8.77M +$3.78M +23,635 +76%
EMPI
429
Elo Mutual Pension Insurance
Finland
$8.77M +$258K +1,617 +3%
DA
430
Dillon & Associates
Michigan
$8.72M +$1.2M +7,511 +16%
MRCM
431
M&R Capital Management
New Jersey
$8.68M -$346K -2,163 -4%
ACIM
432
Azimuth Capital Investment Management
Michigan
$8.65M +$8.65M +54,137 New
FNT
433
First National Trust
Pennsylvania
$8.61M -$4.75M -29,698 -36%
GC
434
Guggenheim Capital
Illinois
$8.6M +$923K +5,775 +12%
SAM
435
Smithbridge Asset Management
Pennsylvania
$8.6M -$132K -828 -2%
CVM
436
Cheviot Value Management
California
$8.57M -$72.6K -454 -0.8%
EAM
437
Eagle Asset Management
Florida
$8.55M +$571K +3,600 +7%
CIM
438
Contravisory Investment Management
Massachusetts
$8.53M +$21.4K +134 +0.3%
Kovitz Investment Group Partners
439
Kovitz Investment Group Partners
Illinois
$8.52M +$1.71M +10,729 +25%
BIG
440
Builder Investment Group
Georgia
$8.52M -$136K -849 -2%
CJL
441
Cyrus J. Lawrence
New York
$8.46M +$8.46M +52,909 New
HAM
442
Harber Asset Management
North Carolina
$8.45M -$15.2M -95,251 -64%
CAN
443
Cetera Advisor Networks
California
$8.42M +$158K +991 +2%
CCM
444
Carderock Capital Management
Maryland
$8.41M -$289K -1,811 -3%
BCM
445
Brooktree Capital Management
Michigan
$8.4M +$268K +1,677 +3%
LCM
446
Liberty Capital Management
Michigan
$8.37M -$133K -830 -2%
CCM
447
Cox Capital Management
Massachusetts
$8.2M -$195K -1,220 -2%
OPERF
448
Oregon Public Employees Retirement Fund
Oregon
$8.2M +$701K +4,389 +9%
WIC
449
Wilkins Investment Counsel
Massachusetts
$8.16M +$475K +2,975 +6%
GIBU
450
Gulf International Bank (UK)
United Kingdom
$8.14M +$27.5K +172 +0.3%