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 %
MSFS
751
Main Street Financial Solutions
Pennsylvania
$1.99M -$45.9K -287 -2%
GI
752
GLOBALT Investments
Georgia
$1.99M +$171K +1,070 +9%
AA
753
ALPS Advisors
Colorado
$1.98M +$718K +4,492 +57%
BL
754
Balentine LLC
Georgia
$1.97M -$37.4K -234 -2%
VA
755
Vident Advisory
Georgia
$1.97M -$18.6M -116,458 -90%
AIMCA
756
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M
AIIMS
757
Analyst IMS Investment Management Services
Israel
$1.96M +$216K +1,349 +12%
JHCP
758
Jackson Hole Capital Partners
Oklahoma
$1.96M +$156K +976 +9%
PCA
759
Private Capital Advisors
Connecticut
$1.96M
CFG
760
Citizens Financial Group
Rhode Island
$1.95M +$31.2K +195 +2%
CCM
761
Coldstream Capital Management
Washington
$1.94M -$49.4K -309 -2%
BF
762
BOK Financial
Oklahoma
$1.94M -$422K -2,664 -18%
KA
763
Kovack Advisors
Florida
$1.93M +$64.2K +402 +3%
CIC
764
Chilton Investment Company
Connecticut
$1.93M -$77.8K -487 -4%
GT
765
Greenleaf Trust
Michigan
$1.93M -$5.91K -37 -0.3%
WANY
766
Wealthspire Advisors (New York)
New York
$1.93M -$35.8K -224 -2%
EWA
767
EP Wealth Advisors
California
$1.92M +$133K +835 +7%
BFEC
768
Benjamin F. Edwards & Company
Missouri
$1.92M -$41.1K -257 -2%
BOC
769
Barbara Oil Co
Illinois
$1.92M
VSQM
770
V-Square Quantitative Management
Illinois
$1.91M +$391K +2,448 +26%
SC
771
Sawyer & Company
Massachusetts
$1.91M +$43.6K +273 +2%
HCM
772
Harvey Capital Management
Florida
$1.91M
BIA
773
Benchmark Investment Advisors
Illinois
$1.9M -$1.12M -6,982 -37%
GS
774
GTS Securities
New York
$1.89M -$793K -4,962 -30%
WI
775
Wahed Invest
New York
$1.86M +$230K +1,440 +14%