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 %
AAS
826
Avantax Advisory Services
Texas
$1.51M -$136K -851 -8%
S
827
SimplyRich
California
$1.51M
HI
828
Horizon Investments
North Carolina
$1.5M +$71.9K +450 +5%
FIB
829
First Interstate Bank
Montana
$1.5M -$22.1K -138 -1%
LWM
830
Lionsbridge Wealth Management
Florida
$1.49M -$29.2K -183 -2%
SA
831
SpiderRock Advisors
Delaware
$1.48M +$1.48M +9,725 New
PA
832
Profund Advisors
Maryland
$1.48M +$186K +1,164 +14%
MNBTD
833
Moody National Bank Trust Division
Texas
$1.47M +$5.91K +37 +0.4%
DWM
834
Darwin Wealth Management
Florida
$1.46M -$189K -1,183 -11%
KIA
835
Knollwood Investment Advisory
Maryland
$1.45M
Boston Partners
836
Boston Partners
Massachusetts
$1.45M -$117K -732 -7%
QI
837
Qtron Investments
Massachusetts
$1.44M +$52.9K +331 +4%
SAM
838
Secure Asset Management
Michigan
$1.42M -$14.2K -89 -1%
FAIM
839
Financial Advocates Investment Management
Washington
$1.42M -$172K -1,075 -11%
ACM
840
Arcataur Capital Management
Wisconsin
$1.42M -$8.79K -55 -0.6%
WT
841
Washington Trust
Rhode Island
$1.41M -$7.99K -50 -0.6%
FWCM
842
Ferguson Wellman Capital Management
Oregon
$1.41M
KFI
843
Key Financial Inc
Pennsylvania
$1.41M
LAIC
844
Lederer & Associates Investment Counsel
California
$1.4M -$18.7K -117 -1%
EW
845
Evoke Wealth
California
$1.4M +$1.4M +8,745 New
GC
846
Guardian Capital
Ontario, Canada
$1.4M -$12K -75 -0.9%
FCH
847
Freestone Capital Holdings
Washington
$1.4M
SCTC
848
Sanibel Captiva Trust Company
Florida
$1.39M +$16K +100 +1%
PCH
849
PGIM Custom Harvest
New Jersey
$1.39M +$1.6K +10 +0.1%
LGA
850
Lebenthal Global Advisors
New York
$1.39M +$3.2K +20 +0.2%