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 %
CI
926
Cigna Investments
Connecticut
$1.01M -$9.43K -59 -0.9%
CAC
927
Certified Advisory Corp
Florida
$1.01M
SFA
928
Semmax Financial Advisors
North Carolina
$1.01M +$101K +660 +11%
LC
929
Landaas & Company
Wisconsin
$1.01M -$98.3K -615 -9%
ACA
930
Atlas Capital Advisors
Wyoming
$1.01M
NP
931
NorthRock Partners
Minnesota
$1.01M +$23.3K +146 +2%
BC
932
Bowman & Company
Wisconsin
$1.01M -$40.9K -256 -4%
UFF
933
USA Financial Formulas
Michigan
$1M -$440K -2,752 -30%
VFA
934
Voya Financial Advisors
Connecticut
$1M +$76.6K +481 +8%
WI
935
Wintrust Investments
Illinois
$1M +$52.4K +328 +6%
TAM
936
Townsend Asset Management
North Carolina
$998K
BPA
937
Beacon Pointe Advisors
California
$992K -$1.1M -6,910 -53%
EAM
938
Eukles Asset Management
Ohio
$987K +$639 +4 +0.1%
SIA
939
Schechter Investment Advisors
Michigan
$979K -$53.1K -332 -5%
RCAG
940
Rehmann Capital Advisory Group
Michigan
$979K +$67.8K +424 +7%
ITFISA
941
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$978K +$965K +6,300 +7,875%
GAA
942
Global Assets Advisory
Florida
$973K +$973K +154,289 New
LA
943
Legacy Advisors
Pennsylvania
$970K -$41.9K -262 -4%
QCG
944
Quadrant Capital Group
Ohio
$965K -$15K -94 -2%
BTW
945
Boston Trust Walden
Massachusetts
$962K
SP
946
Stonebrook Private
Michigan
$961K +$56.6K +354 +6%
FI
947
Financial Insights
Washington
$959K -$54.8K -343 -5%
PSC
948
Prentiss Smith & Co
Vermont
$957K
IAN
949
Integrated Advisors Network
Texas
$955K +$7.67K +48 +0.8%
KWM
950
Kingsview Wealth Management
Oregon
$938K +$9.75K +61 +1%