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 %
RFN
901
RDA Financial Network
Iowa
$1.13M +$25.9K +162 +2%
MAM
902
Martingale Asset Management
Massachusetts
$1.12M +$1.12M +7,038 New
BCM
903
Brown Capital Management
Maryland
$1.12M
HSA
904
HBK Sorce Advisory
Pennsylvania
$1.12M +$42.7K +267 +4%
RAG
905
RIA Advisory Group
Iowa
$1.12M +$1.12M +6,980 New
AIC
906
Aurora Investment Counsel
Georgia
$1.11M -$200K -1,252 -15%
BFM
907
Boothbay Fund Management
New York
$1.1M -$5.31M -33,202 -83%
CPA
908
Court Place Advisors
Maryland
$1.09M -$174K -1,090 -14%
APWM
909
Argonautica Private Wealth Management
Massachusetts
$1.09M +$432K +2,700 +65%
Connor, Clark & Lunn Investment Management (CC&L)
910
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$1.09M +6,812 New
V
911
VeraBank
Texas
$1.09M -$16K -100 -1%
BIM
912
Bridges Investment Management
Nebraska
$1.08M -$852K -5,333 -44%
RCM
913
Ridgepath Capital Management
Tennessee
$1.08M +$1.08M +6,748 New
WB
914
WesBanco Bank
West Virginia
$1.07M +$1.07M +6,708 New
CL
915
CSS LLC
Illinois
$1.07M +$1.07M +6,700 New
NB
916
Nicolet Bankshares
Wisconsin
$1.05M -$27.8K -174 -3%
IIA
917
Integral Investment Advisors
California
$1.04M +$116K +726 +13%
AIP
918
Ameritas Investment Partners
Nebraska
$1.04M -$28.3K -177 -3%
BCWM
919
Bartlett & Co Wealth Management
Ohio
$1.03M -$673K -4,210 -39%
LSAG
920
Lake Street Advisors Group
New Hampshire
$1.03M +$4.48K +28 +0.4%
CBT
921
Central Bank & Trust
Kentucky
$1.03M -$7.19K -45 -0.7%
SAM
922
Synergy Asset Management
Washington
$1.03M -$283K -1,773 -22%
TA
923
Tectonic Advisors
Texas
$1.03M +$74.8K +468 +8%
CBT
924
CoreFirst Bank & Trust
Kansas
$1.02M
IFWM
925
Institute for Wealth Management
Colorado
$1.02M -$959 -6 -0.1%