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 %
TI
1326
Truepoint Inc
Ohio
$247K +$247K +1,863 New
BFPW
1327
BOK Financial Private Wealth
Colorado
$246K
OFS
1328
Orrstown Financial Services
Pennsylvania
$245K +$245K +1,846 New
PVM
1329
Palogic Value Management
Texas
$245K +$245K +1,842 New
Capstone Investment Advisors
1330
Capstone Investment Advisors
New York
$244K -$2.75M -20,708 -92%
PTC
1331
Petrus Trust Company
Texas
$244K
BCFD
1332
Boit C.F. David
$244K
3IP
1333
3Chopt Investment Partners
Virginia
$243K +$243K +1,833 New
LPAM
1334
Lodestar Private Asset Management
California
$243K
PIM
1335
Plato Investment Management
Australia
$243K +$243K +1,826 New
NPF
1336
Norris Perne & French
Michigan
$242K +$242K +1,818 New
ECG
1337
Edge Capital Group
Georgia
$241K -$2.66K -20 -1%
SNBOSCI
1338
Security National Bank of Sioux City Iowa
Iowa
$238K
SWM
1339
Sugarloaf Wealth Management
Georgia
$237K +$17.1K +129 +8%
CCB
1340
Cutter & Co Brokerage
Missouri
$236K -$5.58K -42 -2%
DBG
1341
De Burlo Group
Massachusetts
$233K
PB
1342
Pinnacle Bancorp
Nebraska
$233K -$930 -7 -0.4%
MG
1343
Mather Group
Illinois
$232K +$232K +1,748 New
JCIA
1344
Jackson Creek Investment Advisors
Colorado
$231K +$231K +1,740 New
MPW
1345
Monterey Private Wealth
California
$230K +$230K +1,733 New
CI Investments Inc
1346
CI Investments Inc
Ontario, Canada
$229K -$11.8K -89 -5%
SCM
1347
Schnieders Capital Management
California
$229K +$229K +1,722 New
LI
1348
LVZ Inc
Michigan
$228K -$37.2K -280 -14%
HTIM
1349
Harbour Trust & Investment Management
Indiana
$228K +$228K +1,714 New
NHC
1350
Nicholas Hoffman & Company
Georgia
$226K +$226K +1,704 New