1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
601
Quantinno Capital Management
New York
$3.35M +$203K +1,526 +6%
ANTB
602
AMG National Trust Bank
Colorado
$3.33M +$5.31K +40 +0.2%
ACM
603
Aquatic Capital Management
Illinois
$3.31M -$2.63M -19,800 -44%
CG
604
Caprock Group
Idaho
$3.3M +$1.67M +12,572 +103%
Wellington Management Group
605
Wellington Management Group
Massachusetts
$3.29M +$566K +4,261 +21%
RVM
606
Robinson Value Management
Texas
$3.28M -$7.17K -54 -0.2%
JCM
607
Jag Capital Management
Missouri
$3.27M +$2.66K +20 +0.1%
NRG
608
Nemes Rush Group
Michigan
$3.26M +$179K +1,348 +6%
BCM
609
Blume Capital Management
California
$3.25M -$76.4K -575 -2%
MLICM
610
Metropolitan Life Insurance Company (MetLife)
New York
$3.25M -$105K -792 -3%
IC
611
IEQ Capital
California
$3.23M +$110K +826 +4%
EWM
612
Elevatus Welath Management
New York
$3.22M +$3.22M +24,251 New
ITIM
613
Indiana Trust & Investment Management
Indiana
$3.22M -$71.1K -535 -2%
PCA
614
Peddock Capital Advisors
Massachusetts
$3.22M -$468K -3,522 -13%
EGM
615
Engineers Gate Manager
New York
$3.21M -$14.7M -110,467 -82%
MGP
616
Metis Global Partners
California
$3.21M -$468K -3,526 -13%
MWA
617
Meridian Wealth Advisors
Texas
$3.2M +$110K +826 +4%
APIM
618
Agate Pass Investment Management
Washington
$3.2M +$3.2M +24,106 New
PI
619
Putnam Investments
Massachusetts
$3.19M -$394K -2,969 -11%
VanEck Associates
620
VanEck Associates
New York
$3.19M +$74K +557 +2%
GF
621
Gabelli Funds
New York
$3.17M -$611K -4,600 -16%
JC
622
JB Capital
Connecticut
$3.14M +$90.1K +678 +3%
CSPAM
623
Cary Street Partners Asset Management
Virginia
$3.11M -$49.5K -373 -2%
EOJOAM
624
E. Ohman J:or Asset Management
Sweden
$3.11M -$704K -5,300 -18%
VAG
625
VisionPoint Advisory Group
Texas
$3.08M +$680K +5,122 +28%