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 %
CPIA
1226
Cornell Pochily Investment Advisors
New York
$372K -$55.8K -349 -13%
PPWP
1227
Premier Path Wealth Partners
New Jersey
$372K +$6.07K +38 +2%
DWM
1228
Dogwood Wealth Management
Kansas
$370K +$12.8K +80 +4%
FI
1229
Fosun International
China
$370K
CWA
1230
CM Wealth Advisors
Ohio
$369K
AF
1231
Arrow Financial
New York
$368K -$4K -25 -1%
CFP
1232
Cascade Financial Partners
California
$367K +$367K +2,428 New
WCF
1233
West Coast Financial
California
$366K
SG
1234
Sienna Gestion
France
$366K +$366K +2,290 New
RPWA
1235
Regent Peak Wealth Advisors
Georgia
$365K -$1.44K -9 -0.4%
HFM
1236
Harvest Fund Management
China
$365K
CFFP
1237
Center for Financial Planning
Michigan
$364K +$7.67K +48 +2%
RWB
1238
RMR Wealth Builders
New Jersey
$363K +$363K +2,274 New
ACM
1239
Andina Capital Management
Utah
$363K +$363K +2,272 New
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$81.5K -510 -18%
IWM
1241
IHT Wealth Management
Illinois
$359K +$17.9K +112 +5%
CI Investments Inc
1242
CI Investments Inc
Ontario, Canada
$359K +$83K +519 +30%
CFG
1243
Cooper Financial Group
California
$358K +$10.7K +67 +3%
HT
1244
Headlands Technologies
Illinois
$358K +$257K +1,608 +254%
PCP
1245
Proficio Capital Partners
Massachusetts
$357K +$28K +175 +8%
FWM
1246
Fairhaven Wealth Management
Illinois
$355K -$1.12K -7 -0.3%
GIM
1247
Greenwich Investment Management
Connecticut
$355K
MAG
1248
M3 Advisory Group
Massachusetts
$352K +$46.7K +292 +15%
RVPG
1249
Relative Value Partners Group
$351K
LFA
1250
Legacy Financial Advisors
Kentucky
$351K +$11.5K +72 +3%