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 %
KIG
951
Kowal Investment Group
Wisconsin
$935K -$23.5K -147 -2%
AWM
952
AE Wealth Management
Kansas
$933K -$7.58M -47,417 -89%
LC
953
Lindbrook Capital
California
$933K -$11K -69 -1%
UCB
954
United Community Bank
South Carolina
$932K +$85.3K +534 +10%
SMC
955
Smith, Moore & Co
Missouri
$931K +$47.9K +300 +5%
Verition Fund Management
956
Verition Fund Management
Connecticut
$929K -$321K -2,011 -26%
BCAM
957
Boston Common Asset Management
Massachusetts
$928K
OC
958
Oppenheimer & Co
New York
$927K +$33.7K +211 +4%
SFP
959
Shepherd Financial Partners
Massachusetts
$898K +$1.92K +12 +0.2%
VA
960
Verdad Advisers
Massachusetts
$897K +$897K +5,612 New
FCBT
961
First Citizens Bank & Trust
North Carolina
$895K +$895K +5,600 New
BFG
962
Beacon Financial Group
Texas
$892K -$6.07K -38 -0.7%
PCM
963
Parsons Capital Management
Rhode Island
$891K -$4.16K -26 -0.5%
MWM
964
Meridian Wealth Management
Kentucky
$886K -$2.08K -13 -0.2%
WCM
965
Wunderlich Capital Managemnt
Tennessee
$879K -$38.2K -239 -4%
NAS
966
Nicolet Advisory Services
Wisconsin
$871K +$7.92K +51 +0.9%
PFGIA
967
Patriot Financial Group Insurance Agency
Massachusetts
$871K +$64.4K +403 +8%
LCM
968
LVM Capital Management
Michigan
$867K
LFAS
969
Level Four Advisory Services
Texas
$865K
CF
970
Copperwynd Financial
Arizona
$863K -$20.6K -129 -2%
MWM
971
Modera Wealth Management
New Jersey
$863K -$20.3K -127 -2%
GI
972
GAMCO Investors
Connecticut
$863K -$63.9K -400 -7%
CCA
973
Catalyst Capital Advisors
New York
$860K +$860K +5,380 New
SC
974
Syon Capital
California
$859K -$823K -5,152 -49%
SW
975
SlateStone Wealth
Florida
$855K +$855K +5,351 New