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 %
DWM
1251
Dechtman Wealth Management
Colorado
$350K
CWG
1252
Cornerstone Wealth Group
North Carolina
$349K +$349K +2,182 New
CWM
1253
Congress Wealth Management
Massachusetts
$346K -$99.1K -620 -22%
CA
1254
Commerzbank Aktiengesellschaft
Germany
$344K +$344K +2,148 New
PAM
1255
Paradigm Asset Management
New York
$344K -$120K -750 -26%
OFG
1256
Oxford Financial Group
Indiana
$342K -$513K -3,210 -60%
EFS
1257
Essex Financial Services
Connecticut
$341K +$34.2K +214 +11%
GSC
1258
Grey Street Capital
Illinois
$341K +$341K +2,132 New
CA
1259
CoreCap Advisors
Michigan
$340K +$36K +225 +12%
ACP
1260
Aveo Capital Partners
Colorado
$339K -$8.51K -57 -2%
KMWM
1261
Keudell/Morrison Wealth Management
Oregon
$338K +$320 +2 +0.1%
SB
1262
Strategic Blueprint
Georgia
$337K +$31.8K +199 +10%
CL
1263
COWA LLC
Oklahoma
$337K -$172K -1,076 -34%
WIC
1264
Woodmont Investment Counsel
Tennessee
$336K +$336K +2,104 New
CCWM
1265
Cassaday & Co Wealth Management
Virginia
$336K +$336K +2,101 New
UCI
1266
Uncommon Cents Investing
Wisconsin
$336K
GWP
1267
Gen-Wealth Partners
Michigan
$336K +$336K +2,100 New
EM
1268
Excalibur Management
Massachusetts
$335K
SIA
1269
Soltis Investment Advisors
Utah
$334K -$36.9K -231 -10%
LAM
1270
L2 Asset Management
Massachusetts
$334K +$19.5K +122 +6%
BCV
1271
Banque Cantonale Vaudoise
Switzerland
$333K -$861K -5,390 -72%
CA
1272
Claro Advisors
Massachusetts
$332K +$14.7K +92 +5%
CCG
1273
Cypress Capital Group
Florida
$331K +$8.47K +53 +3%
PFS
1274
Physicians Financial Services
North Carolina
$330K
FCG
1275
Fielder Capital Group
Tennessee
$330K +$3.04K +19 +0.9%