1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1026
Crumly & Associates
Illinois
$715K -$4.32K -29 -0.6%
PCMC
1027
Paragon Capital Management (Colorado)
Colorado
$715K
SCA
1028
Sandy Cove Advisors
Massachusetts
$714K -$745 -5 -0.1%
CWM
1029
Chesapeake Wealth Management
Virginia
$713K -$15.9K -107 -2%
PWP
1030
Principle Wealth Partners
Connecticut
$710K -$26.8K -180 -4%
NCM
1031
Neumann Capital Management
California
$706K +$29.8K +200 +4%
EIP
1032
Ellis Investment Partners
Pennsylvania
$706K
TC
1033
Truvestments Capital
Florida
$705K +$98.8K +663 +16%
CIA
1034
Capital Investment Advisors
Georgia
$703K +$8.5K +57 +1%
9WM
1035
9258 Wealth Management
Ohio
$703K +$64.4K +432 +10%
BAM
1036
Blueshift Asset Management
New Jersey
$698K +$698K +4,681 New
MCA
1037
Magnolia Capital Advisors
Mississippi
$697K +$697K +4,679 New
1SB
1038
1ST Source Bank
Indiana
$694K
AI
1039
Ariel Investments
Illinois
$692K +$3.73K +25 +0.5%
RGC
1040
Roberts, Glore & Co
Illinois
$688K
PSP
1041
Principal Street Partners
Tennessee
$688K -$23.5K -158 -3%
SPC
1042
Sigma Planning Corp
Michigan
$686K -$27.9K -187 -4%
AC
1043
AXQ Capital
New Jersey
$686K +$686K +4,603 New
CFM
1044
Catalyst Funds Management
Australia
$686K -$2.29M -15,340 -77%
DW30
1045
Drucker Wealth 3.0
New Jersey
$685K +$685K +4,598 New
SIG
1046
Sargent Investment Group
Maryland
$685K +$390K +2,615 +132%
JF
1047
Jump Financial
Illinois
$683K -$52.3K -351 -7%
MAM
1048
Mystic Asset Management
Rhode Island
$679K
EWA
1049
EverSource Wealth Advisors
Alabama
$679K +$75.1K +459 +12%
CCM
1050
Condor Capital Management
New Jersey
$675K +$4.02K +27 +0.6%