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 %
FAT
976
First American Trust
California
$848K +$12.3K +77 +1%
DFG
977
Delta Financial Group
New Jersey
$846K
SWM
978
Shelton Wealth Management
Texas
$836K +$154K +963 +23%
CP
979
Cumberland Partners
Ontario, Canada
$831K +$831K +5,200 New
MA
980
Mutual Advisors
Nebraska
$829K +$14.1K +88 +2%
ECM
981
Evergreen Capital Management
Washington
$829K +$7.35K +46 +0.9%
WT
982
Whittier Trust
California
$827K -$23.7K -148 -3%
FFM
983
Forum Financial Management
Illinois
$824K -$47.5K -297 -5%
FIM
984
Freedom Investment Management
Connecticut
$821K +$75.3K +471 +10%
CIA
985
Cape Investment Advisory
Georgia
$814K -$362K -2,266 -31%
JMFC
986
J.M. Forbes & Co
Massachusetts
$814K
CG
987
CFO4Life Group
Texas
$811K -$56.3K -352 -6%
IP
988
Intellectus Partners
California
$791K -$4.16K -26 -0.5%
GAG
989
GM Advisory Group
New York
$790K
PWP
990
Principle Wealth Partners
Connecticut
$790K -$3.2K -20 -0.4%
JF
991
Jump Financial
Illinois
$788K -$476K -2,977 -38%
SSWM
992
Sheets Smith Wealth Management
North Carolina
$785K +$341K +2,136 +77%
CWM
993
Chesapeake Wealth Management
Virginia
$782K -$7.67K -48 -1%
TCM
994
Tributary Capital Management
Nebraska
$779K +$63.9K +400 +9%
TPWA
995
TRUE Private Wealth Advisors
Oregon
$777K +$19K +119 +3%
CA
996
Crumly & Associates
Illinois
$772K -$2.24K -14 -0.3%
WIA
997
Westbourne Investment Advisors
Maryland
$770K -$53.4K -334 -6%
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$770K -$303K -1,898 -28%
PCMC
999
Paragon Capital Management (Colorado)
Colorado
$767K
SCA
1000
Sandy Cove Advisors
Massachusetts
$766K +$766K +4,796 New