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 %
OAM
701
Ostrum Asset Management
France
$2.47M +$87.6K +548 +4%
FFO
702
Fiduciary Family Office
Florida
$2.45M +$926K +5,793 +61%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$2.45M -$22.2K -139 -0.9%
SWS
704
SYSTM Wealth Solutions
Illinois
$2.43M +$124K +774 +5%
WCM
705
Wisconsin Capital Management
Wisconsin
$2.41M
FCM
706
Fairbanks Capital Management
California
$2.4M -$371K -2,323 -13%
PAM
707
Palisade Asset Management
Minnesota
$2.4M
BC
708
Burney Company
Virginia
$2.39M -$36.1K -226 -1%
NIM
709
NEOS Investment Management
Connecticut
$2.39M +$1.03M +6,434 +76%
TMAM
710
Tokio Marine Asset Management
Japan
$2.37M +$114K +713 +5%
ETC
711
Exchange Traded Concepts
Oklahoma
$2.35M -$806K -5,042 -26%
MOS
712
MGO One Seven
Ohio
$2.35M -$774K -4,844 -25%
KCM
713
Kendall Capital Management
Maryland
$2.34M +$77.5K +485 +3%
UB
714
UMB Bank
Missouri
$2.33M -$107K -669 -4%
HIA
715
Harbor Investment Advisory
Maryland
$2.33M -$12.9K -81 -0.6%
TCAM
716
Turtle Creek Asset Management
Ontario, Canada
$2.32M +$432K +2,700 +23%
UM
717
UniSuper Management
Australia
$2.29M +$1.49M +9,328 +186%
BFA
718
Buttonwood Financial Advisors
Maryland
$2.28M -$65K -407 -3%
PDL
719
Portfolio Design Labs
California
$2.28M +$2.28M +14,262 New
DC
720
Davenport & Co
Virginia
$2.24M +$83.7K +524 +4%
PIM
721
Penobscot Investment Management
Massachusetts
$2.23M +$120K +750 +6%
HIP
722
Harrell Investment Partners
Texas
$2.23M -$225K -1,409 -9%
WS
723
Wedbush Securities
California
$2.23M +$422K +2,639 +23%
VC
724
Veracity Capital
Georgia
$2.21M -$86.5K -541 -4%
S
725
SignatureFD
Georgia
$2.19M +$25.3K +158 +1%