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 %
SWM
1301
Sugarloaf Wealth Management
Georgia
$307K +$22.1K +138 +8%
PCTC
1302
Perkins Coie Trust Company
Washington
$304K
KFSC
1303
Keystone Financial Services (Colorado)
Colorado
$303K -$6.71K -42 -2%
CAMG
1304
CWA Asset Management Group
Florida
$303K +$303K +1,896 New
GA
1305
Goldstein Advisors
Wisconsin
$301K -$160 -1 -0.1%
CFG
1306
CKW Financial Group
Hawaii
$301K
PCMH
1307
Polymer Capital Management (HK)
Hong Kong
$300K +$300K +1,874 New
T
1308
TOBAM
France
$298K
MW
1309
Marcum Wealth
Ohio
$297K -$639 -4 -0.2%
PVM
1310
Palogic Value Management
Texas
$297K +$2.56K +16 +0.9%
BWG
1311
Berry Wealth Group
Texas
$292K -$131K -822 -31%
LPAM
1312
Lodestar Private Asset Management
California
$292K
RSA
1313
River Street Advisors
Illinois
$292K +$292K +1,830 New
DP
1314
Dearborn Partners
Illinois
$292K -$115K -721 -28%
NPF
1315
Norris Perne & French
Michigan
$291K
ECG
1316
Edge Capital Group
Georgia
$290K
HP
1317
Highlander Partners
Texas
$290K +$290K +1,900 New
First Manhattan
1318
First Manhattan
New York
$289K -$46.3K -290 -14%
RWPA
1319
Richard W. Paul & Associates
Michigan
$289K -$116K -728 -29%
GIA
1320
Gateway Investment Advisers
Ohio
$289K -$22.2K -139 -7%
WMA
1321
Wealth Management Associates
New Jersey
$289K
SFS
1322
Security Financial Services
Indiana
$287K +$26.7K +167 +10%
Fisher Asset Management
1323
Fisher Asset Management
Washington
$287K -$69.5K -435 -19%
CFB
1324
Cullen/Frost Bankers
Texas
$284K +$284K +1,779 New
CCB
1325
Cutter & Co Brokerage
Missouri
$284K