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 %
ATPW
726
Ashton Thomas Private Wealth
Arizona
$2.18M +$115K +717 +6%
VLC
727
Van Leeuwen & Company
New Jersey
$2.17M +$65K +407 +3%
IWC
728
Integrated Wealth Concepts
Massachusetts
$2.16M +$9.91K +62 +0.5%
MIM
729
MTM Investment Management
South Carolina
$2.15M -$1.28K -8 -0.1%
Fayez Sarofim & Co
730
Fayez Sarofim & Co
Texas
$2.15M -$92.7K -580 -4%
PWM
731
Palumbo Wealth Management
New York
$2.14M +$479K +2,999 +29%
CIG
732
Cullen Investment Group
Louisiana
$2.14M +$38.1K +241 +2%
Public Sector Pension Investment Board (PSP Investments)
733
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M +$144K +900 +7%
MCCA
734
Mill Creek Capital Advisors
Pennsylvania
$2.13M +$15K +94 +0.7%
SFG
735
Summit Financial Group
West Virginia
$2.12M -$7.99K -50 -0.4%
BAMCO Inc
736
BAMCO Inc
New York
$2.11M -$29.9K -187 -1%
CG
737
Caprock Group
Idaho
$2.1M -$1.86M -11,646 -47%
HCM
738
Howland Capital Management
Massachusetts
$2.1M -$639 -4 -0%
RC
739
Roundview Capital
New Jersey
$2.1M +$25.1K +157 +1%
NDSI
740
Newman Dignan & Sheerar Inc
Rhode Island
$2.09M +$91.9K +575 +5%
SFA
741
Sequoia Financial Advisors
Ohio
$2.09M -$627K -3,923 -23%
YC
742
Yarbrough Capital
Tennessee
$2.07M
DWM
743
Dakota Wealth Management
Florida
$2.07M +$1.72M +10,757 +492%
AAS
744
Annex Advisory Services
Wisconsin
$2.06M -$72.9K -456 -3%
SC
745
Scotia Capital
Ontario, Canada
$2.05M +$794K +4,969 +63%
CFCI
746
Comprehensive Financial Consultants Institutional
Indiana
$2.05M +$103K +647 +5%
STA
747
Summit Trail Advisors
New York
$2.04M +$468K +2,930 +30%
HS
748
HighVista Strategies
Massachusetts
$2.02M -$368K -2,300 -15%
BRWA
749
B. Riley Wealth Advisors
Florida
$2.02M +$57.9K +513 +3%
AWC
750
Abundance Wealth Counselors
Pennsylvania
$1.99M +$38.3K +240 +2%