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 %
BTW
976
Boston Trust Walden
Massachusetts
$891K -$6.41K -43 -0.7%
PSC
977
Prentiss Smith & Co
Vermont
$888K -$4.17K -28 -0.5%
SP
978
Stonebrook Private
Michigan
$888K -$8.2K -55 -0.9%
JFGIW
979
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$886K +$168K +1,128 +23%
SAM
980
Smartleaf Asset Management
Massachusetts
$885K +$224K +1,503 +34%
FIM
981
Freedom Investment Management
Connecticut
$883K +$117K +787 +15%
BPA
982
Beacon Pointe Advisors
California
$882K -$43.4K -291 -5%
FRA
983
Frank Rimerman Advisors
California
$876K +$873K +5,859 +36,619%
RCAG
984
Rehmann Capital Advisory Group
Michigan
$874K -$38.6K -259 -4%
KWM
985
Kingsview Wealth Management
Oregon
$871K -$3.43K -23 -0.4%
KIG
986
Kowal Investment Group
Wisconsin
$867K -$4.47K -30 -0.5%
MAM
987
Martingale Asset Management
Massachusetts
$866K -$183K -1,228 -17%
BCAM
988
Boston Common Asset Management
Massachusetts
$865K
FI
989
Financial Insights
Washington
$865K -$29.5K -198 -3%
NAS
990
Nicolet Advisory Services
Wisconsin
$865K +$29.8K +200 +4%
IAN
991
Integrated Advisors Network
Texas
$857K -$34K -228 -4%
MA
992
Mutual Advisors
Nebraska
$849K +$4.56K +28 +0.5%
OIS
993
Okabena Investment Services
Minnesota
$848K -$230K -1,546 -21%
SFP
994
Shepherd Financial Partners
Massachusetts
$838K
MYIA
995
Mount Yale Investment Advisors
Colorado
$833K +$140K +936 +20%
PCM
996
Parsons Capital Management
Rhode Island
$823K -$7.45K -50 -0.9%
UCB
997
United Community Bank
South Carolina
$820K -$49.8K -334 -6%
SC
998
Syon Capital
California
$815K +$13.7K +92 +2%
WPC
999
Wedmont Private Capital
Pennsylvania
$810K +$59.9K +391 +8%
FAT
1000
First American Trust
California
$809K +$17.6K +118 +2%