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 %
USCWA
776
U.S. Capital Wealth Advisors
Texas
$1.85M -$715K -4,472 -28%
MPPLM
777
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.85M -$553K -3,462 -23%
CCA
778
Covey Capital Advisors
Georgia
$1.85M +$1.85M +11,565 New
TIAA Trust, National Association
779
TIAA Trust, National Association
North Carolina
$1.84M -$344K -2,155 -16%
CIA
780
Concurrent Investment Advisors
Florida
$1.84M -$447K -2,794 -20%
CQS
781
Credential Qtrade Securities
$1.82M -$31.5K -197 -2%
VI
782
Vestcor Inc
New Brunswick, Canada
$1.82M -$308K -1,928 -15%
CWM
783
Centurion Wealth Management
Virginia
$1.8M -$345K -2,156 -16%
MWS
784
Maxwell Wealth Strategies
California
$1.78M +$1.54M +10,419 +637%
DM
785
Delphi Management
Massachusetts
$1.77M -$14.7K -92 -0.8%
AF
786
Advisornet Financial
Minnesota
$1.77M -$15.5K -97 -0.9%
NS
787
NBC Securities
Alabama
$1.74M +$119K +747 +7%
CVA
788
Central Valley Advisors
California
$1.74M +$105K +656 +6%
BCA
789
Bray Capital Advisors
Florida
$1.74M -$22.9K -143 -1%
WP
790
WealthShield Partners
North Carolina
$1.74M +$34K +213 +2%
MSAM
791
Moloney Securities Asset Management
Missouri
$1.74M -$37.2K -233 -2%
DSC
792
Duncker Streett & Co
Missouri
$1.73M
Lido Advisors
793
Lido Advisors
California
$1.73M +$176K +1,102 +11%
CPBTD
794
Central Pacific Bank - Trust Division
Hawaii
$1.73M +$1.73M +10,884 New
OLVIG
795
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69M +$195K +1,223 +13%
WGCA
796
Wolf Group Capital Advisors
Virginia
$1.69M
JFG
797
Jefferies Financial Group
New York
$1.68M -$2.45M -15,314 -59%
IFS
798
Ifrah Financial Services
Arkansas
$1.67M -$33.6K -210 -2%
A
799
Allianz
Germany
$1.67M +$1.67M +10,466 New
DEA
800
DoubleLine ETF Adviser
Florida
$1.67M +$63.1K +395 +4%