1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1201
PDS Planning
Ohio
$427K +$7.3K +49 +2%
CFP
1202
Catalyst Financial Partners
Massachusetts
$426K +$32.6K +219 +8%
RWP
1203
RWA Wealth Partners
Massachusetts
$424K +$1.79K +12 +0.4%
CFS
1204
CRA Financial Services
New Jersey
$424K
WA
1205
Wambolt & Associates
Colorado
$419K -$7.8K -53 -2%
GIP
1206
Greatmark Investment Partners
Georgia
$415K
PWMAG
1207
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$15.1K +101 +4%
KWA
1208
Kingswood Wealth Advisors
California
$410K +$19.1K +128 +5%
FCI
1209
Financial Counselors Inc
Kansas
$409K -$51.1K -343 -11%
CT
1210
Colonial Trust
South Carolina
$408K
PI
1211
PFG Investments
New York
$407K
WA
1212
Wealth Alliance
New York
$404K -$190K -1,276 -32%
FWIA
1213
Fort Washington Investment Advisors
Ohio
$403K +$45.3K +304 +13%
SG
1214
Somerset Group
Minnesota
$402K +$402K +2,700 New
DWM
1215
Dogwood Wealth Management
Kansas
$402K +$57.2K +384 +17%
AWA
1216
Arete Wealth Advisors
Illinois
$402K +$402K +2,699 New
EFS
1217
Essex Financial Services
Connecticut
$402K +$60.2K +376 +18%
PTC
1218
Private Trust Company
Ohio
$399K +$9.84K +66 +3%
RCA
1219
Resonant Capital Advisors
Wisconsin
$397K +$25.5K +171 +7%
SIM
1220
Sentry Investment Management
Wisconsin
$396K -$81K -543 -17%
FM
1221
Foster & Motley
Ohio
$396K -$52.1K -350 -12%
SCM
1222
Sandler Capital Management
New York
$395K
MFIM
1223
Mesirow Financial Investment Management
Illinois
$394K -$9.39K -63 -2%
VT
1224
Vise Technologies
New York
$394K +$185K +1,242 +89%
SIC
1225
Salem Investment Counselors
North Carolina
$394K