1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
826
Global Retirement Partners
California
$1.58M +$104K +696 +7%
JCM
827
Jacobi Capital Management
Pennsylvania
$1.58M +$26.4K +177 +2%
SC
828
Scotia Capital
Ontario, Canada
$1.57M -$340K -2,281 -18%
USCWA
829
U.S. Capital Wealth Advisors
Texas
$1.56M -$167K -1,121 -10%
RIM
830
Redwood Investment Management
Arizona
$1.55M -$4.06K -26 -0.3%
OC
831
Oppenheimer & Co
New York
$1.55M +$685K +4,594 +79%
CCA
832
Carrera Capital Advisors
Michigan
$1.54M +$1.54M +10,321 New
DM
833
Delphi Management
Massachusetts
$1.53M -$121K -812 -7%
EFG
834
Embree Financial Group
Illinois
$1.53M -$2.98K -20 -0.2%
P
835
Pitcairn
Pennsylvania
$1.52M +$58.6K +393 +4%
DWM
836
Dorchester Wealth Management
Quebec, Canada
$1.52M +$27.6K +185 +2%
DEA
837
DoubleLine ETF Adviser
Florida
$1.5M -$54.5K -366 -4%
PCM
838
Palouse Capital Management
Washington
$1.5M -$29.5K -198 -2%
HI
839
Harbour Investments
Wisconsin
$1.49M +$17.1K +115 +1%
IIA
840
ICW Investment Advisors
Arizona
$1.49M -$31.6K -212 -2%
IAA
841
Independent Advisor Alliance
North Carolina
$1.48M +$237K +1,591 +19%
UW
842
Unique Wealth
Florida
$1.47M +$331K +2,219 +29%
JIC
843
Johnson Investment Counsel
Ohio
$1.46M -$15.9K -107 -1%
MCM
844
Manchester Capital Management
Vermont
$1.46M
MBT
845
Montecito Bank & Trust
California
$1.45M
KPWS
846
Kestra Private Wealth Services
Texas
$1.45M +$270K +1,814 +23%
FFN
847
Focus Financial Network
Minnesota
$1.43M +$144K +914 +11%
ST
848
Smithfield Trust
Pennsylvania
$1.43M -$14.8K -100 -1%
IFS
849
Ifrah Financial Services
Arkansas
$1.42M -$140K -941 -9%
S
850
SimplyRich
California
$1.4M