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 %
PAG
651
Private Advisor Group
New Jersey
$3.19M +$124K +776 +4%
CFM
652
Catalyst Funds Management
Australia
$3.19M +$3.19M +19,940 New
GF
653
Gabelli Funds
New York
$3.18M -$639K -4,000 -17%
BIA
654
Barry Investment Advisors
Massachusetts
$3.18M -$37.6K -235 -1%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.17M -$252K -1,575 -7%
AEPWM
656
Atlantic Edge Private Wealth Management
Florida
$3.15M +$53.5K +335 +2%
RVM
657
Robinson Value Management
Texas
$3.14M -$800K -5,008 -20%
PSB
658
Passumpsic Savings Bank
Vermont
$3.12M +$3.12M +19,510 New
TFA
659
Trinity Financial Advisors
Ohio
$3.1M
CW
660
Connectus Wealth
Ohio
$3.08M -$396K -2,475 -11%
KA
661
KLCM Advisors
Wisconsin
$3.07M -$2.08K -13 -0.1%
IRAG
662
Investment Research & Advisory Group
Georgia
$3.07M +$237K +1,484 +8%
RJT
663
Raymond James Trust
Florida
$3.05M +$99.4K +622 +3%
NMIMC
664
Northwestern Mutual Investment Management Company
Wisconsin
$3.04M +$7.67K +48 +0.3%
AWM
665
Axxcess Wealth Management
California
$3.03M -$1.25M -7,796 -29%
PAS
666
Park Avenue Securities
New York
$3.02M +$184K +1,150 +6%
SAM
667
Silphium Asset Management
United Kingdom
$3.02M
LJHT
668
Laurie J. Hall Trustee
$2.95M +$71.9K +450 +2%
BFG
669
Berger Financial Group
Minnesota
$2.93M -$37.6K -235 -1%
DCM
670
Davidson Capital Management
Texas
$2.93M +$7.03K +44 +0.2%
ACM
671
Argyle Capital Management
Pennsylvania
$2.91M -$121K -754 -4%
CPC
672
Consolidated Planning Corp
Georgia
$2.89M +$56.6K +354 +2%
AWS
673
Atria Wealth Solutions
New York
$2.88M +$38.8K +243 +1%
IWS
674
Insight Wealth Strategies
California
$2.86M -$234K -1,467 -8%
AWM
675
Apollon Wealth Management
South Carolina
$2.85M -$240K -1,499 -8%