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 %
CWP
1101
Curated Wealth Partners
California
$478K +$32K +241 +7%
EP
1102
EPIQ Partners
Minnesota
$476K
HWA
1103
Heritage Wealth Advisors
Virginia
$472K
FPIS
1104
Financial Planning & Information Services
Wisconsin
$471K
GD
1105
Grandfield & Dodd
New York
$471K +$24.3K +183 +5%
CC
1106
Cannell & Co
New York
$468K
Empower Advisory Group
1107
Empower Advisory Group
Colorado
$465K +$1.33K +10 +0.3%
HIC
1108
Holderness Investments Company
North Carolina
$465K +$160K +1,205 +53%
CC
1109
Chicago Capital
Illinois
$464K +$464K +3,496 New
TIA
1110
Tiemann Investment Advisors
California
$464K -$59.8K -450 -11%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$462K
WIA
1112
World Investment Advisors
California
$461K +$461K +3,473 New
SI
1113
Symmetry Investments
Jersey
$461K +$91.4K +688 +25%
FM
1114
Foster & Motley
Ohio
$459K -$72.8K -548 -14%
MIA
1115
MMBG Investment Advisors
Florida
$458K
JWM
1116
JGP Wealth Management
Oregon
$457K +$63K +474 +16%
IGAM
1117
iA Global Asset Management
Quebec, Canada
$453K -$626K -4,717 -58%
SP
1118
Symmetry Partners
Connecticut
$452K -$34.4K -258 -7%
CPC
1119
Cookson Peirce & Co
Pennsylvania
$449K +$2.52K +19 +0.6%
WPW
1120
Waldron Private Wealth
Pennsylvania
$449K -$6.51K -49 -1%
GA
1121
Geller Advisors
New York
$447K +$2.92K +22 +0.7%
BFM
1122
Boston Financial Management
Massachusetts
$441K -$1.06K -8 -0.2%
IAA
1123
Ironsides Asset Advisors
North Carolina
$440K -$95K -715 -18%
FCP
1124
Fidelis Capital Partners
Florida
$438K +$99.1K +746 +29%
WAG
1125
Wallace Advisory Group
California
$437K -$49.6K -439 -10%