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 %
YDMI
1176
Y.D. More Investments
Israel
$436K -$2.72K -17 -0.6%
MFWP
1177
Mosaic Family Wealth Partners
Missouri
$434K +$434K +2,715 New
MFIM
1178
Mesirow Financial Investment Management
Illinois
$433K +$433K +2,708 New
PWMAG
1179
Pinnacle Wealth Management Advisory Group
New Jersey
$425K +$9.43K +59 +2%
FNBOMD
1180
First National Bank of Mount Dora
Florida
$424K -$91.7K -574 -18%
SCM
1181
Sandler Capital Management
New York
$424K
SIC
1182
Salem Investment Counselors
North Carolina
$422K -$10.2K -64 -2%
KWA
1183
Kingswood Wealth Advisors
California
$419K -$7.83K -49 -2%
PTC
1184
Private Trust Company
Ohio
$417K +$7.03K +44 +2%
BAM
1185
Belpointe Asset Management
Nevada
$417K +$160 +1 +0%
TPI
1186
Trust Point Inc
Wisconsin
$416K -$3.68K -23 -0.9%
EAM
1187
Empirical Asset Management
Massachusetts
$413K +$413K +2,587 New
VVP
1188
Venture Visionary Partners
Ohio
$410K +$13.3K +83 +3%
1CP
1189
17 Capital Partners
Arizona
$409K +$409K +2,562 New
BJL
1190
Brighton Jones LLC
Washington
$409K +$19.3K +121 +5%
SCP
1191
Sivia Capital Partners
California
$408K -$1.92K -12 -0.5%
FA
1192
FDx Advisors
Illinois
$408K +$19.5K +122 +5%
TWM
1193
Trueblood Wealth Management
Ohio
$407K +$73.2K +458 +22%
CIC
1194
Carnegie Investment Counsel
Ohio
$407K -$10.7K -67 -3%
CFO
1195
CVA Family Office
Colorado
$406K +$479 +3 +0.1%
ILI
1196
Invesco LLC (Illinois)
Illinois
$405K -$105K -657 -21%
PWPS
1197
Pinnacle Wealth Planning Services
Ohio
$402K -$160 -1 -0%
EDRH
1198
Edmond de Rothschild Holding
Switzerland
$400K
RCA
1199
Resonant Capital Advisors
Wisconsin
$399K +$21.4K +134 +6%
IIM
1200
Ipswich Investment Management
Massachusetts
$399K