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 %
CHC
801
City Holding Co
West Virginia
$1.66M +$66.3K +415 +4%
JCM
802
Jacobi Capital Management
Pennsylvania
$1.66M +$1.76K +11 +0.1%
EFG
803
Embree Financial Group
Illinois
$1.64M -$575K -3,600 -26%
PCM
804
Palouse Capital Management
Washington
$1.64M -$99.9K -625 -6%
IIA
805
ICW Investment Advisors
Arizona
$1.63M +$58.7K +367 +4%
DWM
806
Dorchester Wealth Management
Quebec, Canada
$1.6M -$18.4K -115 -1%
TAMH
807
Taikang Asset Management (HK)
Hong Kong
$1.6M +$1.6M +10,000 New
SW
808
SVB Wealth
Massachusetts
$1.6M +$25.7K +161 +2%
PK
809
Pflug Koory
Nebraska
$1.59M
RIM
810
Redwood Investment Management
Arizona
$1.59M -$223K -1,393 -12%
MFG
811
Merit Financial Group
Georgia
$1.59M +$405K +2,716 +34%
JIC
812
Johnson Investment Counsel
Ohio
$1.59M -$55.6K -348 -3%
GRP
813
Global Retirement Partners
California
$1.59M +$110K +689 +7%
HI
814
Harbour Investments
Wisconsin
$1.58M +$271K +1,694 +21%
P
815
Pitcairn
Pennsylvania
$1.57M +$67.9K +425 +5%
MCM
816
Manchester Capital Management
Vermont
$1.56M +$11.7K +73 +0.8%
GI
817
GAMMA Investing
California
$1.56M +$209K +1,308 +15%
MBT
818
Montecito Bank & Trust
California
$1.56M -$102K -641 -6%
ST
819
Smithfield Trust
Pennsylvania
$1.56M -$54.1K -338 -3%
SWMG
820
Signature Wealth Management Group
Georgia
$1.52M +$83.4K +561 +6%
MAS
821
Meeder Advisory Services
Ohio
$1.52M +$45.7K +286 +3%
CA
822
Clearstead Advisors
Ohio
$1.52M -$40.6K -265 -3%
ST
823
Sabal Trust
Florida
$1.52M -$2.24K -14 -0.1%
CA
824
Callahan Advisors
Texas
$1.52M
EWM
825
Empirical Wealth Management
Washington
$1.51M +$48.7K +305 +3%