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 %
KFP
1051
KMG Fiduciary Partners
Ohio
$652K
LI
1052
Lafayette Investments
Maryland
$651K
KWM
1053
KFG Wealth Management
Indiana
$651K -$18.2K -114 -3%
OWA
1054
Outlook Wealth Advisors
Texas
$650K -$60.1K -376 -8%
TC
1055
Truvestments Capital
Florida
$650K +$274K +1,717 +73%
CWS
1056
Confluence Wealth Services
Pennsylvania
$647K -$23.2K -145 -3%
QWP
1057
Quotient Wealth Partners
Texas
$647K +$56.9K +356 +10%
ACM
1058
Accent Capital Management
Ohio
$645K +$31.6K +198 +5%
NB
1059
Northwest Bancshares
Pennsylvania
$645K +$239K +1,495 +59%
LWMM
1060
Legacy Wealth Management (Mississippi)
Mississippi
$645K
RC
1061
RBF Capital
California
$639K
VCP
1062
Vista Capital Partners
Oregon
$639K
WSFS
1063
Wilmington Savings Fund Society
Delaware
$639K +$639K +4,000 New
LOAMU
1064
Lombard Odier Asset Management (USA)
New York
$639K +$639K +4,000 New
WA
1065
Wealth Alliance
New York
$637K -$154K -965 -19%
RPCONE
1066
Retirement Planning Company of New England
Rhode Island
$634K -$16.8K -105 -3%
CCA
1067
Checchi Capital Advisers
California
$633K -$6.71K -42 -1%
ACM
1068
Advisors Capital Management
New Jersey
$632K +$189K +1,182 +43%
PFBT
1069
Parkside Financial Bank & Trust
Missouri
$631K +$45.7K +286 +8%
VIM
1070
Vista Investment Management
Pennsylvania
$629K -$64.6K -404 -9%
GM
1071
GeoWealth Management
Illinois
$627K +$325K +2,036 +108%
MFS
1072
Madrona Financial Services
Washington
$625K +$8.47K +53 +1%
SIA
1073
Strategic Investment Advisors
Michigan
$623K -$257K -1,610 -29%
ACM
1074
Allred Capital Management
Texas
$620K +$237K +1,480 +62%
AMBIA
1075
Allen Mooney & Barnes Investment Advisors
Georgia
$620K