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 %
FFA
1276
Farther Finance Advisors
California
$329K +$133K +836 +67%
CNBT
1277
Canandaigua National Bank & Trust
New York
$324K -$16.8K -105 -5%
T. Rowe Price Investment Management
1278
T. Rowe Price Investment Management
Maryland
$323K +$156K +979 +94%
WWM
1279
Western Wealth Management
Colorado
$322K +$3.36K +21 +1%
CFGS
1280
Concourse Financial Group Securities
Alabama
$322K +$83.7K +524 +35%
KFS
1281
Kaizen Financial Strategies
California
$322K -$18.4K -115 -5%
AT
1282
Arden Trust
Delaware
$322K -$6.39K -40 -2%
HHRDM
1283
H&H Retirement Design & Management
Nevada
$321K +$321K +2,156 New
BMMM
1284
Boston Mountain Money Management
Arkansas
$321K +$321K +2,006 New
BCFD
1285
Boit C.F. David
$320K +$44.7K +300 +16%
BFO
1286
Biltmore Family Office
North Carolina
$320K
CM
1287
Castleark Management
Illinois
$320K
BWM
1288
Baron Wealth Management
Michigan
$319K -$18.7K -117 -6%
WA
1289
Waverly Advisors
Alabama
$318K +$318K +1,992 New
DWA
1290
Delap Wealth Advisory
Oregon
$318K +$318K +1,990 New
JCM
1291
Jacobsen Capital Management
Utah
$317K -$20.5K -128 -6%
WFI
1292
West Family Investments
California
$317K
SIG
1293
Sargent Investment Group
Maryland
$316K +$4K +25 +1%
EP
1294
Edgestream Partners
New Jersey
$315K -$383K -2,394 -55%
SF
1295
Summit Financial
New Jersey
$315K -$7.03K -44 -2%
AMM
1296
American Money Management
California
$314K
OPA
1297
Old Port Advisors
Maine
$312K -$3.36K -21 -1%
JWCA
1298
J.W. Cole Advisors
Florida
$311K +$55.6K +348 +22%
SIA
1299
Spectrum Investment Advisors
Wisconsin
$311K
AC
1300
Allstate Corporation
Illinois
$307K -$16.5K -103 -5%