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 %
EF
876
Empowered Funds
Pennsylvania
$1.22M +$192K +1,199 +19%
SWP
877
Stratos Wealth Partners
Ohio
$1.22M -$118K -737 -9%
SL
878
Stevard LLC
Illinois
$1.21M
PBO
879
Peoples Bank (Ohio)
Ohio
$1.21M -$12.8K -80 -1%
TNA
880
True North Advisors
Texas
$1.21M +$799 +5 +0.1%
MMA
881
Miracle Mile Advisors
California
$1.21M +$42K +263 +4%
CT
882
Chicago Trust
Illinois
$1.21M +$6.07K +38 +0.5%
LFA
883
Legend Financial Advisors
Pennsylvania
$1.2M
RCM
884
Radnor Capital Management
Pennsylvania
$1.2M
FFN
885
Focus Financial Network
Minnesota
$1.2M +$42.6K +290 +4%
EH
886
Equitable Holdings
New York
$1.2M +$204K +1,276 +20%
MPM
887
Meritage Portfolio Management
Kansas
$1.2M
IA
888
IFP Advisors
Florida
$1.19M +$84.9K +531 +8%
JWM
889
JGP Wealth Management
Oregon
$1.19M +$646K +4,039 +118%
APG
890
Abacus Planning Group
South Carolina
$1.18M
TAM
891
Trust Asset Management
Texas
$1.18M
GC
892
Gould Capital
Washington
$1.18M -$140K -879 -11%
ST
893
Spinnaker Trust
Maine
$1.18M -$31.2K -195 -3%
SW
894
SMART Wealth
Nebraska
$1.17M -$109K -683 -9%
OIS
895
Okabena Investment Services
Minnesota
$1.16M -$900K -5,633 -44%
BP
896
Ballentine Partners
Massachusetts
$1.14M +$90.6K +567 +9%
LT
897
Legacy Trust
Michigan
$1.14M +$2.56K +16 +0.2%
APC
898
Aspire Private Capital
North Carolina
$1.14M -$70.2K -439 -6%
UWS
899
Unique Wealth Strategies
Illinois
$1.14M +$135K +844 +13%
NB
900
NBT Bank
New York
$1.13M -$14.4K -90 -1%