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 %
CAAS
1026
Capital Asset Advisory Services
Michigan
$616K -$161K -1,213 -21%
RGC
1027
Roberts, Glore & Co
Illinois
$613K -$6.38K -48 -1%
LWAM
1028
Legacy Wealth Asset Management
Minnesota
$604K -$1.46K -11 -0.2%
FIA
1029
Foundations Investment Advisors
Arizona
$604K -$57.7K -401 -9%
TCA
1030
Transcend Capital Advisors
New Jersey
$600K +$26.6K +200 +5%
MAM
1031
Mystic Asset Management
Rhode Island
$598K +$15.1K +114 +3%
CCM
1032
Condor Capital Management
New Jersey
$598K
TCM
1033
Tributary Capital Management
Nebraska
$594K -$13.3K -100 -2%
TWM
1034
Thrive Wealth Management
Pennsylvania
$592K -$238K -1,788 -29%
OWA
1035
Outlook Wealth Advisors
Texas
$590K -$134K -1,006 -18%
EFL
1036
ERn Financial LLC
Wisconsin
$587K +$551 +4 +0.1%
UAML
1037
US Asset Management LLC
Pennsylvania
$586K +$586K +4,413 New
ONB
1038
Old National Bancorp
Indiana
$584K -$260K -1,960 -31%
HIG
1039
Herr Investment Group
Texas
$581K
OWA
1040
Opal Wealth Advisors
New York
$580K +$22.3K +168 +4%
EP
1041
Edgestream Partners
New Jersey
$580K +$15K +113 +3%
DJSG
1042
D.J. St. Germain
Massachusetts
$579K -$34.5K -260 -6%
MAM
1043
Meeder Asset Management
Ohio
$577K +$496K +3,736 +611%
TSS
1044
Two Sigma Securities
New York
$577K +$158K +1,192 +38%
CA
1045
Continuum Advisory
Idaho
$576K -$34.3K -258 -6%
VIM
1046
Vista Investment Management
Pennsylvania
$576K -$38.1K -287 -6%
MYLI
1047
Meiji Yasuda Life Insurance
Japan
$576K +$576K +4,336 New
PM
1048
Penbrook Management
New York
$575K
BIG
1049
Brooklyn Investment Group
New York
$574K +$574K +4,322 New
AI
1050
Ariel Investments
Illinois
$573K +$36.5K +275 +7%