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 %
AF
1051
Allworth Financial
California
$671K +$132K +846 +25%
FIA
1052
Foundations Investment Advisors
Arizona
$670K +$8.05K +54 +1%
ACM
1053
Allred Capital Management
Texas
$667K +$88.7K +595 +15%
BIG
1054
Brooklyn Investment Group
New York
$667K
VFA
1055
Valeo Financial Advisors
Indiana
$666K +$22.5K +151 +3%
EI
1056
Ellevest Inc
New York
$664K +$31.7K +213 +5%
QT
1057
Quantbot Technologies
New York
$661K +$661K +4,437 New
IP
1058
Intellectus Partners
California
$660K -$78.5K -527 -11%
SSWM
1059
Sheets Smith Wealth Management
North Carolina
$656K -$76.2K -511 -10%
RP
1060
Riverwater Partners
Wisconsin
$656K -$16.4K -110 -2%
HIG
1061
Herr Investment Group
Texas
$652K
OIA
1062
Optimum Investment Advisors
Illinois
$651K -$37.3K -250 -5%
WBC
1063
Westpac Banking Corp
Australia
$650K -$4.28M -28,750 -87%
DJSG
1064
D.J. St. Germain
Massachusetts
$650K
PM
1065
Penbrook Management
New York
$645K
FNBTCON
1066
First National Bank & Trust Co of Newtown
Pennsylvania
$638K
SWP
1067
Strategic Wealth Partners
Ohio
$637K -$71.2K -478 -10%
LP
1068
LMR Partners
United Kingdom
$636K +$69.5K +466 +12%
CWS
1069
Confluence Wealth Services
Pennsylvania
$635K +$31.9K +214 +5%
EFL
1070
ERn Financial LLC
Wisconsin
$631K +$596 +4 +0.1%
GWSG
1071
GPS Wealth Strategies Group
Colorado
$629K -$28.8K -193 -4%
PPC
1072
Park Place Capital
Alabama
$628K +$193K +1,294 +44%
ACM
1073
Advisors Capital Management
New Jersey
$628K +$39.2K +263 +7%
CNBTD
1074
Citizens National Bank Trust Department
Mississippi
$626K
BOS
1075
Bank of Stockton
California
$626K