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 %
GD
1101
Grandfield & Dodd
New York
$566K
EWA
1102
EverSource Wealth Advisors
Alabama
$563K +$98.9K +648 +21%
RWM
1103
Ritholtz Wealth Management
New York
$563K +$49.5K +310 +10%
SAG
1104
SageView Advisory Group
California
$563K +$485K +12,548 +618%
FPAS
1105
Focus Partners Advisor Solutions
Missouri
$563K +$207K +1,293 +58%
SQA
1106
Simon Quick Advisors
New Jersey
$560K +$560K +3,505 New
MLL
1107
Moody Lynn & Lieberson
Massachusetts
$556K
AF
1108
Allworth Financial
California
$552K +$40.3K +252 +8%
MIA
1109
MMBG Investment Advisors
Florida
$551K
GA
1110
Geller Advisors
New York
$550K +$12.6K +79 +2%
WPW
1111
Waldron Private Wealth
Pennsylvania
$545K +$4.95K +31 +0.9%
EP
1112
EPIQ Partners
Minnesota
$545K -$28.6K -179 -5%
SP
1113
Symmetry Partners
Connecticut
$541K
CPC
1114
Cookson Peirce & Co
Pennsylvania
$537K -$3.68K -23 -0.7%
LNC
1115
Lincoln National Corp
Pennsylvania
$537K +$175K +1,095 +48%
WIA
1116
World Investment Advisors
California
$534K -$21.3K -133 -4%
HH
1117
Hilltop Holdings
Texas
$523K -$125K -785 -19%
SYBT
1118
Stock Yards Bank & Trust
Kentucky
$522K +$58.3K +365 +13%
TWM
1119
Thrive Wealth Management
Pennsylvania
$521K -$191K -1,192 -27%
ETIA
1120
Epic Trust Investment Advisors
Washington
$520K +$28.8K +180 +6%
SPI
1121
Santori & Peters Inc
Pennsylvania
$519K -$87.3K -546 -14%
MC
1122
Matisse Capital
Oregon
$519K
WEG
1123
World Equity Group
Illinois
$517K
SW
1124
SkyOak Wealth
Michigan
$515K -$158K -991 -24%
MA
1125
MONECO Advisors
Connecticut
$515K -$7.19K -45 -1%