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 %
NRD
1176
Nebula Research & Development
New York
$368K -$664K -5,002 -64%
ACM
1177
Advisors Capital Management
New Jersey
$368K -$25.4K -191 -6%
EFSCE
1178
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$110K +830 +43%
BWP
1179
BSW Wealth Partners
Colorado
$365K +$23.6K +178 +7%
YDMI
1180
Y.D. More Investments
Israel
$364K +$55.9K +421 +18%
OWP
1181
Obermeyer Wealth Partners
Colorado
$363K +$4.65K +35 +1%
SIC
1182
Salem Investment Counselors
North Carolina
$360K +$21.3K +160 +6%
OP
1183
ORG Partners
Indiana
$356K +$55.9K +421 +19%
PP
1184
PDS Planning
Ohio
$356K -$10.1K -76 -3%
CPIA
1185
Cornell Pochily Investment Advisors
New York
$356K +$7.57K +57 +2%
KWA
1186
Kingswood Wealth Advisors
California
$355K +$85.9K +647 +32%
GSIAS
1187
Garden State Investment Advisory Services
New Jersey
$355K +$37.6K +283 +12%
RCM
1188
Raleigh Capital Management
North Carolina
$353K +$14.3K +108 +4%
CFP
1189
Catalyst Financial Partners
Massachusetts
$352K +$5.05K +38 +1%
BWG
1190
Berry Wealth Group
Texas
$352K +$352K +2,652 New
SCM
1191
Sandler Capital Management
New York
$352K
AC
1192
Avestar Capital
New York
$350K +$102K +766 +41%
GI
1193
Gradient Investments
Minnesota
$350K -$19.9K -150 -5%
MHC
1194
Meyer Handelman Company
New York
$349K
TPI
1195
Trust Point Inc
Wisconsin
$349K +$349K +2,626 New
NF
1196
Norwood Financial
Pennsylvania
$349K
CIC
1197
Carnegie Investment Counsel
Ohio
$347K -$43.8K -330 -11%
BAM
1198
Belpointe Asset Management
Nevada
$346K +$40.9K +308 +13%
PWMAG
1199
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$12.5K -94 -3%
RWP
1200
RWA Wealth Partners
Massachusetts
$345K +$345K +2,599 New