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 %
CC
1076
Copperleaf Capital
North Carolina
$619K +$19.7K +123 +3%
HAG
1077
HF Advisory Group
Maryland
$615K +$9.11K +57 +2%
QWM
1078
Quadcap Wealth Management
Texas
$611K +$21.4K +134 +4%
AFT
1079
Alpha Family Trust
California
$608K
SAM
1080
Sompo Asset Management
Japan
$607K -$580K -3,630 -49%
LP
1081
LMR Partners
United Kingdom
$607K +$607K +3,799 New
FCP
1082
Fidelis Capital Partners
Florida
$606K +$79.3K +496 +15%
CIA
1083
Citadel Investment Advisory
Ohio
$598K
ARC
1084
Advisor Resource Council
Texas
$593K -$1.3M -9,763 -69%
CA
1085
Cullinan Associates
Kentucky
$591K -$5.94M -37,183 -91%
BAAM
1086
Baker Avenue Asset Management
California
$591K -$466K -2,917 -44%
MYLI
1087
Meiji Yasuda Life Insurance
Japan
$591K -$102K -640 -15%
IAA
1088
Ironsides Asset Advisors
North Carolina
$591K +$61.5K +385 +12%
BFM
1089
Boston Financial Management
Massachusetts
$588K +$58.2K +364 +11%
SFFS
1090
Stonehage Fleming Financial Services
Jersey
$585K +$4.75K +42 +0.8%
TIA
1091
Tiemann Investment Advisors
California
$584K +$25.6K +160 +5%
FHA
1092
Flagship Harbor Advisors
Massachusetts
$576K -$20.8K -130 -3%
AC
1093
Avestar Capital
New York
$574K +$152K +954 +36%
CAAS
1094
Capital Asset Advisory Services
Michigan
$570K -$160K -1,016 -22%
CC
1095
Chicago Capital
Illinois
$570K +$11.2K +70 +2%
HIC
1096
Holderness Investments Company
North Carolina
$570K +$10.4K +65 +2%
HWA
1097
Heritage Wealth Advisors
Virginia
$567K
SLI
1098
Sumitomo Life Insurance
Japan
$567K +$567K +3,550 New
JAFL
1099
Jay A. Fishman Ltd
Michigan
$567K -$79.9K -500 -12%
FPIS
1100
Financial Planning & Information Services
Wisconsin
$567K