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 %
ILI
1251
Invesco LLC (Illinois)
Illinois
$359K -$18.3K -123 -5%
CWA
1252
CM Wealth Advisors
Ohio
$359K
MHC
1253
Meyer Handelman Company
New York
$358K
CG
1254
Corundum Group
Colorado
$358K
Group One Trading
1255
Group One Trading
Illinois
$357K +$357K +2,396 New
CWM
1256
Connecticut Wealth Management
Connecticut
$355K -$8.94K -60 -2%
ONB
1257
Old National Bancorp
Indiana
$355K -$4.17K -28 -1%
MSFP
1258
Mark Sheptoff Financial Planning
Connecticut
$354K
PPWP
1259
Premier Path Wealth Partners
New Jersey
$351K +$4.47K +30 +1%
ACM
1260
Andina Capital Management
Utah
$349K +$10.4K +70 +3%
IWM
1261
IHT Wealth Management
Illinois
$349K +$10.8K +72 +3%
HS
1262
Horan Securities
United States
$348K
CPIA
1263
Cornell Pochily Investment Advisors
New York
$348K +$447 +3 +0.1%
SWA
1264
Sax Wealth Advisors
New Jersey
$346K -$14.9K -100 -4%
HHRDM
1265
H&H Retirement Design & Management
Nevada
$346K +$3.81K +24 +1%
FI
1266
Fosun International
China
$345K
TCOV
1267
Trust Company of Vermont
Vermont
$345K +$211K +1,416 +158%
CFFP
1268
Center for Financial Planning
Michigan
$342K +$3.28K +22 +1%
IIM
1269
Ipswich Investment Management
Massachusetts
$342K -$29.8K -200 -8%
AP
1270
Adero Partners
California
$342K -$18.8K -126 -5%
WCF
1271
West Coast Financial
California
$342K
HFM
1272
Harvest Fund Management
China
$341K
CA
1273
Commerzbank Aktiengesellschaft
Germany
$340K +$19.4K +130 +6%
JWCA
1274
J.W. Cole Advisors
Florida
$338K +$47.4K +318 +16%
TPI
1275
Trust Point Inc
Wisconsin
$337K -$50.5K -339 -13%