1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
951
Central Bank & Trust
Kentucky
$957K
CBT
952
CoreFirst Bank & Trust
Kansas
$954K
LSAG
953
Lake Street Advisors Group
New Hampshire
$954K -$7.15K -48 -0.7%
IFWM
954
Institute for Wealth Management
Colorado
$952K
PFGIA
955
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$139K +930 +17%
ITFISA
956
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$951K
NB
957
Nicolet Bankshares
Wisconsin
$948K -$34.4K -231 -4%
CAC
958
Certified Advisory Corp
Florida
$942K -$2.68K -18 -0.3%
LC
959
Landaas & Company
Wisconsin
$941K
WI
960
Wintrust Investments
Illinois
$937K +$2.98K +20 +0.3%
SIA
961
Schechter Investment Advisors
Michigan
$932K +$18.3K +123 +2%
TAM
962
Townsend Asset Management
North Carolina
$931K
ACA
963
Atlas Capital Advisors
Wyoming
$928K -$11.9K -80 -1%
AIC
964
Aurora Investment Counsel
Georgia
$928K -$105K -704 -10%
PSC
965
Portman Square Capital
United Kingdom
$926K +$926K +6,212 New
CF
966
Copperwynd Financial
Arizona
$924K +$40.7K +249 +5%
WIS
967
Wright Investors Service
Connecticut
$920K +$455K +3,054 +98%
EAM
968
Eukles Asset Management
Ohio
$919K -$1.94K -13 -0.2%
AIP
969
Ameritas Investment Partners
Nebraska
$918K -$49.9K -335 -5%
GI
970
GAMCO Investors
Connecticut
$917K +$112K +750 +14%
CI
971
Cigna Investments
Connecticut
$911K -$34.1K -229 -4%
MW
972
Maia Wealth
Colorado
$910K +$910K +5,858 New
SCTC
973
Sanibel Captiva Trust Company
Florida
$906K -$392K -2,630 -30%
WCM
974
Wunderlich Capital Managemnt
Tennessee
$897K +$77.4K +519 +9%
SWP
975
Stratos Wealth Partners
Ohio
$891K -$244K -1,635 -21%