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 %
ETIA
1151
Epic Trust Investment Advisors
Washington
$408K +$24.3K +183 +6%
OL
1152
Optas LLC
Texas
$408K -$7.71K -58 -2%
AP
1153
AtonRa Partners
Switzerland
$406K -$78.8K -593 -16%
Luther King Capital Management (LKCM)
1154
Luther King Capital Management (LKCM)
Texas
$406K +$406K +3,055 New
FC
1155
Forte Capital
New York
$405K -$15.4K -116 -4%
WA
1156
Wambolt & Associates
Colorado
$404K
EWA
1157
EverSource Wealth Advisors
Alabama
$404K -$28.3K -213 -7%
WTC
1158
WhitTier Trust Company
Nevada
$400K +$531 +4 +0.1%
WCA
1159
Waypoint Capital Advisors
Minnesota
$399K
FNFDCM
1160
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$397K
GLA
1161
Great Lakes Advisors
Illinois
$396K -$1.36M -10,221 -77%
FCI
1162
Financial Counselors Inc
Kansas
$392K -$48.5K -365 -11%
TPCW
1163
TD Private Client Wealth
New York
$392K +$60.8K +458 +18%
LRWA
1164
Long Run Wealth Advisors
New York
$391K -$6.11K -46 -2%
PP
1165
Pegasus Partners
Wisconsin
$388K
CCM
1166
Carlson Capital Management
Minnesota
$388K +$31.5K +237 +9%
SYBT
1167
Stock Yards Bank & Trust
Kentucky
$386K -$52.3K -394 -12%
PAM
1168
Paradigm Asset Management
New York
$385K
CFS
1169
CRA Financial Services
New Jersey
$378K
NCM
1170
Neumann Capital Management
California
$371K +$371K +2,790 New
CWM
1171
Congress Wealth Management
Massachusetts
$370K +$109K +822 +42%
GIP
1172
Greatmark Investment Partners
Georgia
$370K -$69.7K -525 -16%
CT
1173
Colonial Trust
South Carolina
$369K -$1.33K -10 -0.4%
GJWM
1174
Gilliland Jeter Wealth Management
Arkansas
$369K +$369K +2,776 New
SSWM
1175
Sheets Smith Wealth Management
North Carolina
$369K +$369K +2,775 New