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 %
CNBTD
1051
Citizens National Bank Trust Department
Mississippi
$571K
VFA
1052
Valeo Financial Advisors
Indiana
$569K +$38K +286 +7%
FNBTCON
1053
First National Bank & Trust Co of Newtown
Pennsylvania
$569K
SWM
1054
Shelton Wealth Management
Texas
$567K +$567K +4,265 New
BFO
1055
Boston Family Office
Massachusetts
$561K
CI
1056
Conning Inc
Connecticut
$561K -$3.99K -30 -0.7%
H
1057
HoyleCohen
California
$560K
SW
1058
SkyOak Wealth
Michigan
$560K -$165K -1,244 -23%
CWS
1059
Confluence Wealth Services
Pennsylvania
$557K +$143K +1,079 +35%
KWM
1060
KFG Wealth Management
Indiana
$556K +$90.1K +678 +19%
9WM
1061
9258 Wealth Management
Ohio
$552K
EI
1062
Ellevest Inc
New York
$551K +$173K +1,303 +46%
PSP
1063
Principal Street Partners
Tennessee
$549K -$26.6K -200 -5%
APWM
1064
Argonautica Private Wealth Management
Massachusetts
$548K
LFG
1065
Larson Financial Group
Missouri
$548K +$476K +3,585 +663%
TFA
1066
Transamerica Financial Advisors
Florida
$543K -$65.8K -495 -11%
FHC
1067
First Heartland Consultants
Missouri
$543K
KFP
1068
KMG Fiduciary Partners
Ohio
$542K
MW
1069
Maia Wealth
Colorado
$542K +$542K +4,079 New
RPCONE
1070
Retirement Planning Company of New England
Rhode Island
$541K -$29.9K -225 -5%
LI
1071
Lafayette Investments
Maryland
$541K
HH
1072
Hilltop Holdings
Texas
$539K -$34.1K -257 -6%
GWSG
1073
GPS Wealth Strategies Group
Colorado
$538K +$82K +617 +18%
JAFL
1074
Jay A. Fishman Ltd
Michigan
$538K -$17.5K -132 -3%
LWMM
1075
Legacy Wealth Management (Mississippi)
Mississippi
$536K