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 %
BBHC
851
Brown Brothers Harriman & Co
New York
$1.37M -$82.5K -516 -6%
ACS
852
Archford Capital Strategies
Illinois
$1.37M -$12K -75 -0.9%
DIA
853
Dean Investment Associates
Ohio
$1.37M -$141K -882 -9%
DAS
854
Dynamic Advisor Solutions
Arizona
$1.36M +$66K +413 +5%
WF
855
Wayfinding Financial
Washington
$1.35M +$8.12K +53 +0.6%
CW
856
CreativeOne Wealth
Kansas
$1.35M +$377K +2,360 +39%
GIP
857
Granite Investment Partners
California
$1.35M
AA
858
Addison Advisors
Vermont
$1.34M
TFS
859
Thoroughbred Financial Services
Tennessee
$1.34M -$898K -5,623 -40%
IAA
860
Independent Advisor Alliance
North Carolina
$1.33M +$44.6K +279 +3%
RIA
861
Regal Investment Advisors
Michigan
$1.33M +$15.5K +97 +1%
BBWP
862
Beacon Bridge Wealth Partners
Pennsylvania
$1.3M
AAP
863
Arax Advisory Partners
Colorado
$1.3M -$32.9K -206 -2%
MGIA
864
Moneta Group Investment Advisors
Missouri
$1.29M +$208K +1,299 +19%
WJWM
865
Williams Jones Wealth Management
New York
$1.29M
ACA
866
Anchor Capital Advisors
Massachusetts
$1.29M -$3.04K -19 -0.2%
AGWCA
867
Annis Gardner Whiting Capital Advisors
Florida
$1.29M -$45.5K -285 -3%
MCM
868
Mitchell Capital Management
Kansas
$1.28M -$83.1K -520 -6%
KPWS
869
Kestra Private Wealth Services
Texas
$1.27M +$135K +844 +12%
GC
870
Grimes & Company
Massachusetts
$1.26M -$96K -601 -7%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$1.26M -$382K -2,388 -23%
HAG
872
HighPoint Advisor Group
Illinois
$1.24M +$5.06K +33 +0.4%
GAM
873
Groupama Asset Management
France
$1.23M -$1.66M -5,009 -57%
IDA
874
Intelligence Driven Advisers
California
$1.23M -$160K -1,000 -12%
UW
875
Unique Wealth
Florida
$1.22M +$313K +1,960 +34%