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 %
FNFDCM
1151
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$475K -$2.4K -15 -0.5%
AR
1152
Apeiron RIA
Texas
$474K -$23.2K -145 -5%
CIS
1153
Capital International Sarl
California
$474K +$474K +2,965 New
LRWA
1154
Long Run Wealth Advisors
New York
$470K
ZIMP
1155
Zimmermann Investment Management & Planning
Pennsylvania
$470K +$92.2K +577 +24%
PP
1156
Pegasus Partners
Wisconsin
$467K
PPC
1157
Park Place Capital
Alabama
$467K +$220K +1,374 +89%
IGAM
1158
iA Global Asset Management
Quebec, Canada
$466K -$79.1K -495 -15%
PJSIMP
1159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K
WTC
1160
WhitTier Trust Company
Nevada
$461K -$20.1K -126 -4%
SC
1161
Steph & Co
Wisconsin
$461K -$142K -889 -24%
GLA
1162
Great Lakes Advisors
Illinois
$461K -$15.3K -96 -3%
WA
1163
Wambolt & Associates
Colorado
$460K -$23.2K -146 -5%
FRM
1164
Fox Run Management
Connecticut
$459K +$459K +2,870 New
OWP
1165
Obermeyer Wealth Partners
Colorado
$458K +$22.2K +139 +5%
CFS
1166
CRA Financial Services
New Jersey
$454K
IAS
1167
Insigneo Advisory Services
Florida
$454K +$454K +2,843 New
RWP
1168
RWA Wealth Partners
Massachusetts
$453K +$37.9K +237 +9%
HCM
1169
Hengehold Capital Management
Ohio
$452K +$71.9K +450 +19%
BWP
1170
BSW Wealth Partners
Colorado
$451K +$12.1K +76 +3%
PP
1171
PDS Planning
Ohio
$450K +$21.9K +137 +5%
GIP
1172
Greatmark Investment Partners
Georgia
$445K
GSIAS
1173
Garden State Investment Advisory Services
New Jersey
$441K +$15.2K +95 +4%
CT
1174
Colonial Trust
South Carolina
$438K -$6.39K -40 -1%
PI
1175
PFG Investments
New York
$437K +$66.2K +414 +18%