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 %
LFA
1276
Legacy Financial Advisors
Kentucky
$282K +$16.1K +121 +6%
KMWM
1277
Keudell/Morrison Wealth Management
Oregon
$281K -$3.32K -25 -1%
BWM
1278
Baron Wealth Management
Michigan
$281K +$797 +6 +0.3%
JCM
1279
Jacobsen Capital Management
Utah
$281K -$11.6K -87 -4%
UCI
1280
Uncommon Cents Investing
Wisconsin
$279K
First Manhattan
1281
First Manhattan
New York
$279K +$797 +6 +0.3%
FWIA
1282
Fort Washington Investment Advisors
Ohio
$279K -$38K -286 -12%
EM
1283
Excalibur Management
Massachusetts
$278K +$33.2K +250 +14%
TWM
1284
Trueblood Wealth Management
Ohio
$278K +$278K +2,089 New
IBOK
1285
Independence Bank of Kentucky
Kentucky
$277K +$78.5K +591 +40%
WAM
1286
Watershed Asset Management
California
$275K -$26.2K -197 -9%
PWMG
1287
Prestige Wealth Management Group
New Jersey
$275K +$24.6K +185 +10%
PFS
1288
Physicians Financial Services
North Carolina
$274K -$19.9K -150 -7%
WPWM
1289
Western Pacific Wealth Management
Illinois
$274K +$12.6K +95 +5%
PCP
1290
Proficio Capital Partners
Massachusetts
$274K +$6.24K +47 +2%
AT
1291
Arden Trust
Delaware
$273K -$14.9K -112 -5%
FA
1292
Fermata Advisors
California
$272K +$36.1K +272 +15%
FCG
1293
Fielder Capital Group
Tennessee
$271K +$271K +2,043 New
SPC
1294
Sigma Planning Corp
Michigan
$270K -$352K -2,650 -57%
AC
1295
Allstate Corporation
Illinois
$269K -$6.38K -48 -2%
CCG
1296
Cypress Capital Group
Florida
$268K -$77K -580 -22%
SF
1297
Summit Financial
New Jersey
$267K +$267K +2,012 New
BFO
1298
Biltmore Family Office
North Carolina
$266K
CM
1299
Castleark Management
Illinois
$266K
WWM
1300
Western Wealth Management
Colorado
$265K +$5.85K +44 +2%