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 %
RMC
501
Resources Management Corp
Connecticut
$8.51M -$142K -693 -2%
HR
502
Howe & Rusling
New York
$8.49M -$776K -3,779 -8%
TIM
503
Thompson Investment Management
Wisconsin
$8.49M -$625K -3,043 -7%
CCG
504
Cloverfields Capital Group
Minnesota
$8.3M -$109K -531 -1%
CSP
505
Cary Street Partners
Virginia
$8.3M +$8.3M +40,400 New
TIA
506
Tandem Investment Advisors
South Carolina
$8.24M +$69K +336 +0.8%
MS
507
Marshall & Sullivan
Washington
$8.21M -$445K -2,167 -5%
SWM
508
Sendero Wealth Management
Texas
$8.14M -$1.37M -6,682 -14%
KRS
509
Kentucky Retirement Systems
Kentucky
$8.13M -$112K -545 -1%
CWM
510
CMH Wealth Management
New Hampshire
$8.11M -$180K -877 -2%
IIM
511
INTECH Investment Management
Florida
$8.06M -$2.05M -9,969 -20%
Vontobel Holding
512
Vontobel Holding
Switzerland
$8.04M -$318K -1,549 -4%
Verition Fund Management
513
Verition Fund Management
Connecticut
$8.04M -$12.6M -61,388 -61%
IIC
514
Ironwood Investment Counsel
Arizona
$8.03M -$227K -1,103 -3%
JGUA
515
John G. Ullman & Associates
New York
$7.92M -$262K -1,275 -3%
HF
516
HRT Financial
New York
$7.92M -$12.9M -62,593 -62%
NME
517
Notis-McConarty Edward
$7.76M -$605K -2,944 -7%
GC
518
Guggenheim Capital
Illinois
$7.74M -$3.55M -17,265 -31%
QC
519
Quadrature Capital
United Kingdom
$7.57M +$7.57M +36,831 New
MCM
520
MAI Capital Management
Ohio
$7.51M +$161K +785 +2%
VCM
521
VeriStar Capital Management
New York
$7.47M -$1.19M -5,792 -14%
NIM
522
NEOS Investment Management
Connecticut
$7.46M +$1.79M +8,711 +32%
EFM
523
Eley Financial Management
Vermont
$7.36M -$148K -722 -2%
NRG
524
Nemes Rush Group
Michigan
$7.35M +$1.1M +5,347 +18%
BCM
525
Buckhead Capital Management
Georgia
$7.34M -$55.9K -272 -0.8%