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 %
P
1201
&Partners
Tennessee
$342K +$342K +2,574 New
ET
1202
Entropy Technologies
New York
$342K +$342K +2,571 New
ISL
1203
Ingalls & Snyder LLC
New York
$341K
SCP
1204
Sivia Capital Partners
California
$341K +$341K +2,567 New
PTC
1205
Private Trust Company
Ohio
$341K +$51.3K +386 +18%
Wolverine Trading
1206
Wolverine Trading
Illinois
$341K +$341K +2,566 New
DP
1207
Dearborn Partners
Illinois
$338K +$338K +2,545 New
OC
1208
Oakworth Capital
Alabama
$338K
NB
1209
Northwest Bancshares
Pennsylvania
$338K
CFO
1210
CVA Family Office
Colorado
$337K
RWPA
1211
Richard W. Paul & Associates
Michigan
$337K -$10.6K -80 -3%
CAG
1212
Csenge Advisory Group
Florida
$337K +$62.7K +472 +23%
PWPS
1213
Pinnacle Wealth Planning Services
Ohio
$334K -$2.13K -16 -0.6%
EDRH
1214
Edmond de Rothschild Holding
Switzerland
$332K
IIM
1215
Ipswich Investment Management
Massachusetts
$331K
PWM
1216
Power Wealth Management
Georgia
$330K +$330K +2,487 New
WA
1217
WBH Advisory
Maryland
$330K
VVP
1218
Venture Visionary Partners
Ohio
$329K
RVPG
1219
Relative Value Partners Group
$329K +$329K +2,476 New
FBC
1220
Fairfield, Bush & Co
Connecticut
$327K -$83K -625 -20%
AP
1221
Adero Partners
California
$327K +$2.13K +16 +0.7%
CWM
1222
Connecticut Wealth Management
Connecticut
$326K +$46.5K +350 +17%
TIMH
1223
Tilt Investment Management Holdings
New York
$325K +$325K +2,448 New
LIM
1224
Leavell Investment Management
Alabama
$325K
JCM
1225
Janney Capital Management
Pennsylvania
$324K