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 %
HIC
1126
Holderness Investments Company
North Carolina
$531K
WIA
1127
World Investment Advisors
California
$530K +$32K +215 +6%
CC
1128
Chicago Capital
Illinois
$529K -$2.24K -15 -0.4%
HWA
1129
Heritage Wealth Advisors
Virginia
$529K
LI
1130
LVZ Inc
Michigan
$529K +$273K +1,830 +106%
FPIS
1131
Financial Planning & Information Services
Wisconsin
$529K
RWM
1132
Ritholtz Wealth Management
New York
$528K +$2.83K +19 +0.5%
ZIMP
1133
Zimmermann Investment Management & Planning
Pennsylvania
$526K +$87.3K +586 +20%
MA
1134
MONECO Advisors
Connecticut
$523K +$43.1K +289 +9%
MLL
1135
Moody Lynn & Lieberson
Massachusetts
$519K
MIA
1136
MMBG Investment Advisors
Florida
$514K
GD
1137
Grandfield & Dodd
New York
$514K -$14.6K -98 -3%
PP
1138
Pegasus Partners
Wisconsin
$514K +$78.2K +525 +18%
CCIA
1139
Campbell & Co Investment Adviser
Maryland
$514K +$514K +3,446 New
EP
1140
EPIQ Partners
Minnesota
$510K +$2.09K +14 +0.4%
RPCONE
1141
Retirement Planning Company of New England
Rhode Island
$510K -$82K -550 -14%
GA
1142
Geller Advisors
New York
$507K -$5.66K -38 -1%
H
1143
HoyleCohen
California
$507K -$121K -814 -19%
WPW
1144
Waldron Private Wealth
Pennsylvania
$506K -$2.53K -17 -0.5%
IAS
1145
Insigneo Advisory Services
Florida
$505K +$65K +420 +15%
TCPW
1146
Twin City Private Wealth
North Carolina
$505K +$42.9K +288 +9%
APC
1147
Aspire Private Capital
North Carolina
$504K -$562K -3,773 -53%
RDWM
1148
Red Door Wealth Management
Tennessee
$503K +$29.5K +198 +6%
CPC
1149
Cookson Peirce & Co
Pennsylvania
$503K +$2.39K +16 +0.5%
OCBCO
1150
Oversea-Chinese Banking Corp (OCBC)
Singapore
$500K +$500K +3,359 New