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 %
GL
576
Graypoint LLC
New York
$4.36M -$134K -837 -3%
ASN
577
Advisory Services Network
Georgia
$4.34M +$296K +1,855 +7%
Envestnet Portfolio Solutions
578
Envestnet Portfolio Solutions
Illinois
$4.33M -$278K -1,740 -6%
CCT
579
Capital City Trust
Florida
$4.29M -$117K -733 -3%
BCM
580
Brookstone Capital Management
Illinois
$4.28M +$3.24M +20,282 +313%
IMRF
581
Illinois Municipal Retirement Fund
Illinois
$4.25M
FWM
582
FFT Wealth Management
Pennsylvania
$4.23M +$4.23M +26,485 New
MYAM
583
Meiji Yasuda Asset Management
Japan
$4.23M -$266K -1,662 -6%
National Bank of Canada
584
National Bank of Canada
Quebec, Canada
$4.22M -$1.71M -11,168 -29%
FT
585
Fiduciary Trust
Massachusetts
$4.2M -$197K -1,235 -4%
UOTTAIMCU
586
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.14M +$4.14M +25,905 New
MWA
587
Meridian Wealth Advisors
Texas
$4.1M +$245K +1,530 +6%
ABP
588
Arthur B. Page
$4.08M -$259K -1,620 -6%
KTM
589
Keeler Thomas Management
Utah
$4.06M -$61.5K -385 -1%
CB
590
Cadence Bank
Mississippi
$4.03M -$16.8K -105 -0.4%
PP
591
Paloma Partners
Connecticut
$4.02M +$4.02M +25,124 New
FB
592
Fulton Bank
Pennsylvania
$4.01M -$133K -835 -3%
TIM
593
Triad Investment Management
California
$4.01M -$467K -2,919 -10%
VAG
594
VisionPoint Advisory Group
Texas
$4.01M +$299K +1,871 +8%
EWM
595
Elevatus Welath Management
New York
$4M +$124K +778 +3%
NA
596
NewEdge Advisors
Louisiana
$3.97M +$508K +3,178 +15%
ITIM
597
Indiana Trust & Investment Management
Indiana
$3.96M +$87.7K +549 +2%
PCA
598
Peddock Capital Advisors
Massachusetts
$3.93M +$59.3K +371 +2%
SCM
599
Soros Capital Management
New York
$3.93M -$2.05M -12,830 -34%
JCM
600
Jag Capital Management
Missouri
$3.92M -$13.4K -84 -0.3%