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 %
NGA
1126
Naples Global Advisors
Florida
$513K
MAM
1127
Marotta Asset Management
Virginia
$511K
SIM
1128
Sentry Investment Management
Wisconsin
$511K
CIS
1129
Custom Index Systems
New York
$510K +$510K +3,193 New
NPT
1130
Nixon Peabody Trust
Massachusetts
$509K +$509K +3,185 New
RDWM
1131
Red Door Wealth Management
Tennessee
$508K
TPCW
1132
TD Private Client Wealth
New York
$508K +$36.4K +228 +8%
Empower Advisory Group
1133
Empower Advisory Group
Colorado
$505K -$54.7K -342 -10%
WC
1134
Waterloo Capital
Texas
$501K +$129K +807 +35%
CT
1135
Clearstead Trust
Maine
$499K
WIS
1136
Wright Investors Service
Connecticut
$499K -$14.4K -90 -3%
OL
1137
Optas LLC
Texas
$498K +$7.03K +44 +1%
PCM
1138
Pointe Capital Management
Michigan
$496K -$1.44K -9 -0.3%
TCPW
1139
Twin City Private Wealth
North Carolina
$495K +$495K +3,099 New
FCI
1140
Financial Counselors Inc
Kansas
$494K +$22.2K +139 +5%
GCP
1141
GSA Capital Partners
United Kingdom
$493K +$493K +3,082 New
RP
1142
Riverbridge Partners
Minnesota
$492K
LCGC
1143
Legacy Capital Group California
California
$491K -$10.1K -63 -2%
CII
1144
Capital International Inc
California
$491K +$114K +716 +30%
WAG
1145
Wallace Advisory Group
California
$491K -$22.7K -171 -4%
FC
1146
Forte Capital
New York
$487K
WCA
1147
Waypoint Capital Advisors
Minnesota
$481K +$1.92K +12 +0.4%
FM
1148
Foster & Motley
Ohio
$481K -$71K -444 -13%
HWAM
1149
Hennion & Walsh Asset Management
New Jersey
$480K +$175K +1,096 +58%
OHWP
1150
Oak Harbor Wealth Partners
North Carolina
$476K -$27K -169 -5%