1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1276
Dechtman Wealth Management
Colorado
$393K
ACP
1277
Aveo Capital Partners
Colorado
$393K
BCFD
1278
Boit C.F. David
$392K
BW
1279
Bison Wealth
Georgia
$392K +$392K +2,183 New
WWM
1280
Western Wealth Management
Colorado
$392K +$11.7K +65 +3%
TCM
1281
Teza Capital Management
Illinois
$391K
LFA
1282
Legacy Financial Advisors
Kentucky
$390K +$25.5K +142 +7%
EFSCE
1283
Enterprise Financial Services Corp (EFSC)
Missouri
$386K +$4.49K +25 +1%
CFP
1284
Cascade Financial Partners
California
$385K -$99.4K -498 -21%
FCG
1285
Fielder Capital Group
Tennessee
$385K +$2.7K +15 +0.7%
Group One Trading
1286
Group One Trading
Illinois
$384K -$46.4K -258 -11%
YDMI
1287
Y.D. More Investments
Israel
$384K -$78.9K -439 -17%
GIP
1288
Greatmark Investment Partners
Georgia
$384K -$117K -650 -23%
ONB
1289
Old National Bancorp
Indiana
$383K -$45.8K -255 -11%
HP
1290
Highlander Partners
Texas
$382K
CAAS
1291
Capital Asset Advisory Services
Michigan
$382K -$77.4K -412 -17%
CCG
1292
Catalina Capital Group
California
$379K +$33.1K +184 +10%
ILI
1293
Invesco LLC (Illinois)
Illinois
$379K -$54.4K -303 -13%
CA
1294
CoreCap Advisors
Michigan
$379K +$379K +2,107 New
SQA
1295
Simon Quick Advisors
New Jersey
$378K +$378K +2,106 New
SB
1296
Strategic Blueprint
Georgia
$378K +$1.26K +7 +0.3%
PL
1297
Perpetual Ltd
Australia
$378K +$378K +2,102 New
UCI
1298
Uncommon Cents Investing
Wisconsin
$377K
AWM
1299
Avitas Wealth Management
California
$377K -$29.6K -165 -7%
BWG
1300
Berry Wealth Group
Texas
$376K -$2.7K -15 -0.7%