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 %
RF
626
Robbins Farley
New Hampshire
$3.56M -$686K -4,294 -16%
FMWA
627
Forvis Mazars Wealth Advisors
Missouri
$3.55M -$107K -669 -3%
BIM
628
Baldwin Investment Management
Pennsylvania
$3.51M -$32.8K -205 -0.9%
HIS
629
Horizon Investment Services
Indiana
$3.49M +$432K +2,700 +14%
VanEck Associates
630
VanEck Associates
New York
$3.49M -$344K -2,154 -9%
FFBTD
631
First Financial Bank - Trust Division
Ohio
$3.49M +$3.49M +21,842 New
EF
632
Empirical Finance
Pennsylvania
$3.45M +$114K +716 +3%
AIM
633
Achmea Investment Management
Netherlands
$3.45M
TCOO
634
Trust Company of Oklahoma
Oklahoma
$3.44M -$9.43K -59 -0.3%
HWM
635
Hohimer Wealth Management
Washington
$3.41M -$3.53M -22,068 -51%
EHWM
636
Eads & Heald Wealth Management
Georgia
$3.34M -$283K -1,768 -8%
PS
637
Principal Securities
Iowa
$3.34M +$449K +2,810 +16%
BCM
638
Birch Capital Management
Texas
$3.32M +$73.8K +462 +2%
CAL
639
Capital Analysts LLC
Pennsylvania
$3.3M +$69.4K +434 +2%
SFI
640
Siemens Fonds Invest
Germany
$3.29M -$61.1K -382 -2%
PIM
641
Plato Investment Management
Australia
$3.28M +$2.99M +18,681 +1,023%
MWM
642
Mission Wealth Management
California
$3.27M +$30.7K +192 +0.9%
ADMI
643
Albert D. Mason Inc
Massachusetts
$3.24M +$23K +144 +0.7%
CIP
644
Chartwell Investment Partners
Pennsylvania
$3.23M -$133K -833 -4%
CNAM
645
Campbell Newman Asset Management
Wisconsin
$3.23M -$6.55K -41 -0.2%
LOAMS
646
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M +$3.23M +20,205 New
CTC
647
Central Trust Company
Missouri
$3.22M +$17.9K +112 +0.6%
EIG
648
Ellenbecker Investment Group
Wisconsin
$3.22M
NB
649
Norinchukin Bank
Japan
$3.2M -$41.9K -262 -1%
LG
650
LaFleur & Godfrey
Michigan
$3.19M -$345K -2,160 -10%