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 %
GWSG
1026
GPS Wealth Strategies Group
Colorado
$705K +$57.5K +360 +9%
OWA
1027
Opal Wealth Advisors
New York
$702K +$4K +25 +0.6%
AFG
1028
Atomi Financial Group
New York
$700K +$91.6K +573 +15%
HIG
1029
Herr Investment Group
Texas
$699K
UAML
1030
US Asset Management LLC
Pennsylvania
$699K -$6.72K -42 -1%
DJSG
1031
D.J. St. Germain
Massachusetts
$696K
KOCAA
1032
Knights of Columbus Asset Advisors
Connecticut
$695K -$211K -1,318 -23%
PM
1033
Penbrook Management
New York
$692K
LFG
1034
Larson Financial Group
Missouri
$689K +$29.7K +186 +5%
9WM
1035
9258 Wealth Management
Ohio
$685K +$20.5K +128 +3%
FNBTCON
1036
First National Bank & Trust Co of Newtown
Pennsylvania
$684K
ET
1037
Entropy Technologies
New York
$682K +$271K +1,698 +66%
EI
1038
Ellevest Inc
New York
$678K +$15.2K +95 +2%
EFL
1039
ERn Financial LLC
Wisconsin
$677K -$4K -25 -0.6%
BFO
1040
Boston Family Office
Massachusetts
$675K
H
1041
HoyleCohen
California
$674K
CNBTD
1042
Citizens National Bank Trust Department
Mississippi
$671K -$16K -100 -2%
BOS
1043
Bank of Stockton
California
$671K -$201K -1,255 -23%
SCA
1044
Stonebridge Capital Advisors
Minnesota
$669K +$92.7K +580 +16%
BIG
1045
Brooklyn Investment Group
New York
$667K -$18.2K -115 -3%
FHC
1046
First Heartland Consultants
Missouri
$666K +$12.5K +78 +2%
CGL
1047
Clarius Group LLC
Washington
$662K -$128K -800 -16%
Kayne Anderson Rudnick Investment Management
1048
Kayne Anderson Rudnick Investment Management
California
$660K +$549K +3,437 +495%
VFA
1049
Valeo Financial Advisors
Indiana
$658K +$5.79K +38 +0.9%
CI
1050
Conning Inc
Connecticut
$655K -$19.2K -120 -3%