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 %
CGH
526
Crossmark Global Holdings
Texas
$7.31M -$39.6K -193 -0.5%
HIMCH
527
Hartford Investment Management Co (HIMCO)
Connecticut
$7.23M -$237K -1,153 -3%
GHAM
528
Gilman Hill Asset Management
Connecticut
$7.21M -$212K -1,030 -3%
VHMC
529
Value Holdings Management Company
New York
$7.19M +$411K +2,000 +6%
DLCIG
530
D.L. Carlson Investment Group
New Hampshire
$7.18M -$33.3K -162 -0.5%
SAM
531
Selway Asset Management
$7.12M -$894K -4,350 -11%
GWM
532
Geneos Wealth Management
Colorado
$7.12M -$37K -180 -0.5%
AIM
533
Anchor Investment Management
South Carolina
$7.11M -$174K -846 -2%
DDC
534
DF Dent & Co
Maryland
$7.1M -$41.1K -200 -0.6%
BBI
535
Baxter Bros Inc
Connecticut
$7.08M -$76.6K -373 -1%
WP
536
Woodline Partners
California
$7.02M +$7.02M +34,166 New
AI
537
AdvisorShares Investments
Maryland
$7.01M -$2.18M -10,618 -24%
RMCM
538
Reynders McVeigh Capital Management
Massachusetts
$7.01M -$250K -1,218 -3%
NIM
539
Nicollet Investment Management
Minnesota
$7.01M -$36.2K -176 -0.5%
Envestnet Portfolio Solutions
540
Envestnet Portfolio Solutions
Illinois
$6.98M +$1.18M +5,727 +20%
CWM
541
Compass Wealth Management
Connecticut
$6.98M -$250K -1,216 -3%
FWTB
542
First Western Trust Bank
Colorado
$6.95M -$53.6K -261 -0.8%
NP
543
Nilsine Partners
Colorado
$6.95M +$32.3K +157 +0.5%
HEIP
544
Hudson Edge Investment Partners
New Jersey
$6.94M -$715K -3,480 -9%
MIS
545
Morningstar Investment Services
Illinois
$6.9M -$69.9M -340,371 -91%
SCA
546
Snowden Capital Advisors
New York
$6.89M -$91.8K -447 -1%
GT
547
Glenview Trust
Kentucky
$6.85M +$474K +2,307 +7%
Group One Trading
548
Group One Trading
Illinois
$6.85M +$6.41M +31,206 +1,460%
SCM
549
Sandler Capital Management
New York
$6.82M +$6.41M +31,215 +1,561%
LOAME
550
Lombard Odier Asset Management (Europe)
United Kingdom
$6.79M +$1.83M +8,909 +37%