1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
1001
Evergreen Capital Management
Washington
$683K +$42K +316 +7%
SFFS
1002
Stonehage Fleming Financial Services
Jersey
$683K -$46.8K -352 -6%
MA
1003
Mutual Advisors
Nebraska
$678K +$26.3K +198 +4%
JMFC
1004
J.M. Forbes & Co
Massachusetts
$677K
PFGIA
1005
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$51.5K +388 +8%
UM
1006
UniSuper Management
Australia
$664K +$66.7K +502 +11%
MYIA
1007
Mount Yale Investment Advisors
Colorado
$664K -$15.3K -115 -2%
IP
1008
Intellectus Partners
California
$661K +$51.1K +385 +8%
PWP
1009
Principle Wealth Partners
Connecticut
$659K
WA
1010
Wealth Alliance
New York
$658K +$155K +1,164 +31%
GAG
1011
GM Advisory Group
New York
$657K +$44K +331 +7%
CGL
1012
Clarius Group LLC
Washington
$656K -$70.1K -528 -10%
CWM
1013
Chesapeake Wealth Management
Virginia
$656K -$11.3K -85 -2%
WPC
1014
Wedmont Private Capital
Pennsylvania
$651K +$142K +1,048 +28%
QC
1015
Quadrature Capital
United Kingdom
$645K +$645K +4,853 New
CA
1016
Crumly & Associates
Illinois
$643K +$52.5K +395 +9%
EIP
1017
Ellis Investment Partners
Pennsylvania
$643K -$12K -90 -2%
PCMC
1018
Paragon Capital Management (Colorado)
Colorado
$638K
EWS
1019
Evergreen Wealth Solutions
Pennsylvania
$637K +$23.6K +178 +4%
BBA
1020
Baader Bank Aktiengesellschaft
Germany
$636K -$22.7K -171 -3%
CIA
1021
Capital Investment Advisors
Georgia
$631K +$15.5K +117 +3%
TPWA
1022
TRUE Private Wealth Advisors
Oregon
$630K +$101K +760 +19%
FIM
1023
Freedom Investment Management
Connecticut
$620K -$28K -211 -4%
1SB
1024
1ST Source Bank
Indiana
$618K
CIG
1025
Cascade Investment Group
Colorado
$617K