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 %
LS
701
Livforsakringsbolaget Skandia
Sweden
$2.1M +$85K +640 +4%
DGAM
702
Desjardins Global Asset Management
Quebec, Canada
$2.08M +$23.4K +176 +1%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$2.05M -$16.1K -121 -0.8%
FFAM
704
Forge First Asset Management
Canada
$2.05M +$2.05M +15,400 New
HIP
705
Harrell Investment Partners
Texas
$2.04M +$70.4K +530 +4%
UB
706
UMB Bank
Missouri
$2.03M -$20.9K -157 -1%
Fayez Sarofim & Co
707
Fayez Sarofim & Co
Texas
$2.02M +$83.7K +580 +4%
BC
708
Burney Company
Virginia
$2.02M -$12K -90 -0.6%
WCM
709
Wisconsin Capital Management
Wisconsin
$2.01M
MPPLM
710
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2M +$135K +1,013 +7%
PAM
711
Palisade Asset Management
Minnesota
$1.99M -$26.6K -200 -1%
HS
712
HighVista Strategies
Massachusetts
$1.99M +$531K +4,000 +37%
OAM
713
Ostrum Asset Management
France
$1.98M +$733K +5,516 +59%
BF
714
BOK Financial
Oklahoma
$1.98M +$14.3K +108 +0.7%
IFU
715
iSAM Funds (UK)
United Kingdom
$1.97M -$380K -2,861 -16%
FTDI
716
First Trust Direct Indexing
Massachusetts
$1.97M +$440K +3,311 +29%
BFA
717
Buttonwood Financial Advisors
Maryland
$1.95M -$375K -2,826 -16%
HIA
718
Harbor Investment Advisory
Maryland
$1.95M +$115K +864 +6%
SWS
719
SYSTM Wealth Solutions
Illinois
$1.92M -$319K -2,403 -14%
BSW
720
Buckingham Strategic Wealth
Missouri
$1.91M +$22.7K +171 +1%
VC
721
Veracity Capital
Georgia
$1.91M +$433K +3,259 +29%
Balyasny Asset Management
722
Balyasny Asset Management
Illinois
$1.9M -$7.28M -54,795 -79%
CIA
723
Concurrent Investment Advisors
Florida
$1.9M +$1.9M +14,306 New
ARC
724
Advisor Resource Council
Texas
$1.89M +$1.55M +11,696 +462%
KCM
725
Kendall Capital Management
Maryland
$1.88M +$239K +1,800 +15%