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 %
SPC
1001
Sigma Planning Corp
Michigan
$766K +$441K +2,760 +136%
Nomura Holdings
1002
Nomura Holdings
Japan
$766K -$1.17M -7,312 -60%
BBA
1003
Baader Bank Aktiengesellschaft
Germany
$766K
WPC
1004
Wedmont Private Capital
Pennsylvania
$761K +$13.5K +87 +2%
PSP
1005
Principal Street Partners
Tennessee
$760K +$102K +642 +16%
SWP
1006
Strategic Wealth Partners
Ohio
$759K -$150K -940 -17%
EIP
1007
Ellis Investment Partners
Pennsylvania
$757K -$16.1K -101 -2%
TCA
1008
Transcend Capital Advisors
New Jersey
$755K +$32.9K +206 +5%
CIG
1009
Cascade Investment Group
Colorado
$747K +$5.11K +32 +0.7%
CIA
1010
Capital Investment Advisors
Georgia
$745K -$14.1K -88 -2%
1SB
1011
1ST Source Bank
Indiana
$744K
MYIA
1012
Mount Yale Investment Advisors
Colorado
$744K -$55.1K -345 -7%
RGC
1013
Roberts, Glore & Co
Illinois
$738K
AI
1014
Ariel Investments
Illinois
$738K +$48.1K +301 +7%
OIA
1015
Optimum Investment Advisors
Illinois
$738K +$98.3K +615 +15%
MAM
1016
Mystic Asset Management
Rhode Island
$728K +$7.99K +50 +1%
LWAM
1017
Legacy Wealth Asset Management
Minnesota
$728K +$639 +4 +0.1%
NCM
1018
Neumann Capital Management
California
$726K +$280K +1,750 +63%
RP
1019
Riverwater Partners
Wisconsin
$721K -$354K -2,214 -33%
CCM
1020
Condor Capital Management
New Jersey
$720K
SIA
1021
SkyView Investment Advisors
New Jersey
$718K +$718K +4,491 New
EWS
1022
Evergreen Wealth Solutions
Pennsylvania
$712K -$53.7K -336 -7%
PA
1023
Parallel Advisors
California
$712K +$123K +768 +21%
FIA
1024
Foundations Investment Advisors
Arizona
$710K +$39.5K +247 +6%
SAM
1025
Smartleaf Asset Management
Massachusetts
$706K +$178K +1,119 +34%