1,874 hedge funds and large institutions have $107B invested in Fiserv in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 600 increasing their positions, 747 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+168
Holders Change %
+9.85%
% of All Funds
24.94%
Holding in Top 10
124
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+19.23%
% of All Funds
1.65%
New
271
Increased
600
Reduced
747
Closed
70
Calls
$415M
Puts
$492M
Net Calls
-$77.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
426
Mirae Asset Global Investments
South Korea
$12.4M +$1.14M +5,667 +10%
OAM
427
Oppenheimer Asset Management
New York
$12.4M +$198K +962 +2%
CTA
428
Chesley Taft & Associates
Illinois
$12.3M -$127K -616 -1%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$359K +1,750 +3%
TAM
430
Tocqueville Asset Management
New York
$12M +$364K +1,772 +3%
PMG
431
ProVise Management Group
Florida
$12M -$203K -987 -2%
SF
432
Synovus Financial
Georgia
$11.8M -$10.9M -52,981 -48%
MCWS
433
McKinley Carter Wealth Services
West Virginia
$11.8M -$584K -2,844 -5%
PCH
434
Polar Capital Holdings
United Kingdom
$11.7M -$12.8M -62,481 -52%
VPIM
435
Vanguard Personalized Indexing Management
California
$11.5M +$771K +3,751 +7%
CAM
436
Cozad Asset Management
Illinois
$11.4M -$291K -1,418 -2%
CEI
437
Clark Estates Inc
New York
$11.4M -$2.05M -10,000 -15%
UBP
438
Union Bancaire Privee
Switzerland
$11.3M +$11.3M +57,204 New
PL
439
Parkwood LLC
Ohio
$11.2M +$11.2M +54,631 New
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$11.2M -$2.9M -14,125 -21%
MSU
441
Mizuho Securities USA
New York
$11.1M +$3.41M +16,588 +44%
LAI
442
Legal Advantage Investments
California
$11.1M -$405K -1,970 -4%
TC
443
TownSquare Capital
Utah
$11.1M +$2.77M +13,474 +33%
Osaic Holdings
444
Osaic Holdings
Arizona
$11.1M +$1.9M +11,682 +21%
MC
445
Middleton & Co
Massachusetts
$10.9M -$205K -996 -2%
BIG
446
Builder Investment Group
Georgia
$10.9M -$10.5K -51 -0.1%
SCM
447
Shelton Capital Management
Colorado
$10.8M -$6.48M -31,569 -38%
EMPI
448
Elo Mutual Pension Insurance
Finland
$10.8M -$630K -3,069 -6%
LCM
449
Liberty Capital Management
Michigan
$10.7M -$19.5K -95 -0.2%
CCM
450
Carderock Capital Management
Maryland
$10.6M -$444K -2,162 -4%