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 %
MIP
476
Marietta Investment Partners
Wisconsin
$7.31M +$387K +2,422 +6%
KRS
477
Kentucky Retirement Systems
Kentucky
$7.28M -$390K -2,441 -5%
TIM
478
Thompson Investment Management
Wisconsin
$7.24M -$420K -2,627 -5%
KS
479
Karpas Strategies
Connecticut
$7.24M -$3.2K -20 -0%
Pacer Advisors
480
Pacer Advisors
Pennsylvania
$7.19M +$910K +5,693 +14%
AAM
481
Advisors Asset Management
Colorado
$7.14M +$1.52M +9,489 +27%
FWTB
482
First Western Trust Bank
Colorado
$7.13M -$239K -1,494 -3%
MS
483
Marshall & Sullivan
Washington
$7.05M -$73.7K -461 -1%
HT
484
Heritage Trust
Oklahoma
$7.01M -$26.1K -163 -0.4%
RMC
485
Resources Management Corp
Connecticut
$6.97M -$143K -895 -2%
BEAM
486
Baker Ellis Asset Management
Washington
$6.95M +$60.1K +376 +0.9%
JGUA
487
John G. Ullman & Associates
New York
$6.94M -$163K -1,020 -2%
KAS
488
Kestra Advisory Services
Texas
$6.94M +$191K +1,193 +3%
CRC
489
Curi RMB Capital
Illinois
$6.91M -$16K -100 -0.2%
MSRPS
490
Maryland State Retirement & Pension System
Maryland
$6.9M +$58.4K +397 +0.9%
CCG
491
Cloverfields Capital Group
Minnesota
$6.85M +$299K +1,871 +5%
IIM
492
INTECH Investment Management
Florida
$6.81M -$5.17M -32,354 -43%
AIM
493
Avanda Investment Management
Singapore
$6.75M +$6.75M +42,257 New
CWM
494
CMH Wealth Management
New Hampshire
$6.67M -$839K -5,251 -11%
PCIA
495
Prime Capital Investment Advisors
Kansas
$6.64M +$659K +4,123 +11%
AI
496
AdvisorShares Investments
Maryland
$6.56M +$2.42M +15,130 +58%
IIC
497
Ironwood Investment Counsel
Arizona
$6.34M +$153K +956 +2%
SAM
498
Selway Asset Management
$6.3M -$79.9K -500 -1%
BCM
499
Buckhead Capital Management
Georgia
$6.26M +$73.7K +461 +1%
HEIP
500
Hudson Edge Investment Partners
New Jersey
$6.24M -$228K -1,426 -4%