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 %
HIMCH
501
Hartford Investment Management Co (HIMCO)
Connecticut
$6.2M -$266K -1,665 -4%
TWC
502
TD Waterhouse Canada
Ontario, Canada
$6.12M +$924K +5,503 +18%
SRC
503
Stone Run Capital
New York
$6.07M -$79.9K -500 -1%
GWM
504
Geneos Wealth Management
Colorado
$6.07M +$204K +1,275 +3%
BBI
505
Baxter Bros Inc
Connecticut
$6.07M -$159K -993 -3%
GWM
506
Graybill Wealth Management
Illinois
$6.05M +$3.2K +20 +0.1%
MAA
507
Matrix Asset Advisors
New York
$6.04M -$6.03M -37,751 -50%
TIA
508
Tandem Investment Advisors
South Carolina
$6.01M -$142K -889 -2%
CCM
509
Carmel Capital Management
California
$5.99M +$47.9K +300 +0.8%
EFM
510
Eley Financial Management
Vermont
$5.99M +$32K +200 +0.5%
RMCM
511
Reynders McVeigh Capital Management
Massachusetts
$5.98M +$142K +890 +2%
TC
512
TownSquare Capital
Utah
$5.98M +$487K +3,050 +9%
DDC
513
DF Dent & Co
Maryland
$5.87M +$7.99K +50 +0.1%
EIA
514
Edgemoor Investment Advisors
Maryland
$5.83M +$402K +2,517 +7%
AFWM
515
AMJ Financial Wealth Management
Virginia
$5.82M +$2.2M +13,773 +61%
CWM
516
Compass Wealth Management
Connecticut
$5.81M -$52.7K -330 -0.9%
TI
517
Tidal Investments
Wisconsin
$5.78M +$1.34M +8,377 +30%
FBFS
518
First Business Financial Services
Wisconsin
$5.78M -$45.4K -284 -0.8%
VPIM
519
Vanguard Personalized Indexing Management
California
$5.72M +$250K +1,563 +5%
BMM
520
Buffington Mohr McNeal
Idaho
$5.71M -$147K -920 -3%
MCM
521
MAI Capital Management
Ohio
$5.7M +$4.22M +26,428 +286%
SAM
522
Securian Asset Management
Minnesota
$5.65M -$425K -2,661 -7%
GHAM
523
Gilman Hill Asset Management
Connecticut
$5.64M +$27.2K +170 +0.5%
SCA
524
Snowden Capital Advisors
New York
$5.59M -$978K -6,122 -15%
LSERS
525
Louisiana State Employees Retirement System
Louisiana
$5.58M -$224K -1,400 -4%