1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
1001
First Citizens Bank & Trust
North Carolina
$957K +$719 +4 +0.1%
JMFC
1002
J.M. Forbes & Co
Massachusetts
$956K +$40.4K +225 +4%
TAM
1003
Townsend Asset Management
North Carolina
$951K -$171K -950 -15%
ACA
1004
Atlas Capital Advisors
Wyoming
$948K -$171K -951 -15%
SIA
1005
SkyView Investment Advisors
New Jersey
$948K +$40.1K +223 +4%
BFG
1006
Beacon Financial Group
Texas
$945K +$21.7K +121 +2%
BBA
1007
Baader Bank Aktiengesellschaft
Germany
$936K +$80.8K +464 +9%
OC
1008
Oppenheimer & Co
New York
$934K -$933K -5,194 -50%
WT
1009
Whittier Trust
California
$932K
CIA
1010
Cape Investment Advisory
Georgia
$931K -$3.59K -20 -0.4%
FFM
1011
Forum Financial Management
Illinois
$926K -$719 -4 -0.1%
DS
1012
DRW Securities
Illinois
$919K -$56.6K -315 -6%
MWM
1013
Meridian Wealth Management
Kentucky
$905K +$905K +5,038 New
TCPG
1014
Trivant Custom Portfolio Group
California
$892K +$892K +4,967 New
UAML
1015
US Asset Management LLC
Pennsylvania
$891K -$2.56K -12 -0.3%
GAG
1016
GM Advisory Group
New York
$888K
AFG
1017
Atomi Financial Group
New York
$879K +$135K +753 +18%
HWAM
1018
Hennion & Walsh Asset Management
New Jersey
$874K +$277K +1,542 +46%
SCA
1019
Sandy Cove Advisors
Massachusetts
$873K +$12.4K +69 +1%
MAM
1020
Mystic Asset Management
Rhode Island
$872K +$53.9K +300 +7%
WPW
1021
Waldron Private Wealth
Pennsylvania
$869K +$259K +1,442 +42%
WIA
1022
Westbourne Investment Advisors
Maryland
$865K
HH
1023
Hilltop Holdings
Texas
$865K +$278K +1,549 +47%
AF
1024
Allworth Financial
California
$864K +$91.6K +510 +12%
DW30
1025
Drucker Wealth 3.0
New Jersey
$863K +$36.8K +205 +4%