1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BMMM
1326
Boston Mountain Money Management
Arkansas
$292K -$7.45K -50 -2%
SIG
1327
Sky Investment Group
Connecticut
$290K +$290K +1,945 New
JCM
1328
Jacobsen Capital Management
Utah
$289K -$6.41K -43 -2%
WMA
1329
Wealth Management Associates
New Jersey
$289K
CF
1330
Centaurus Financial
California
$288K +$46.8K +314 +19%
CIC
1331
Carnegie Investment Counsel
Ohio
$288K -$91.2K -612 -24%
CCG
1332
Catalina Capital Group
California
$287K +$24.1K +162 +9%
AC
1333
Allstate Corporation
Illinois
$287K
SWM
1334
Sugarloaf Wealth Management
Georgia
$286K
WA
1335
Waverly Advisors
Alabama
$285K -$11.6K -78 -4%
CFB
1336
Cullen/Frost Bankers
Texas
$285K +$19.5K +131 +7%
PCTC
1337
Perkins Coie Trust Company
Washington
$283K
GA
1338
Goldstein Advisors
Wisconsin
$282K +$1.04K +7 +0.4%
MW
1339
Marcum Wealth
Ohio
$282K +$4.77K +32 +2%
PVM
1340
Palogic Value Management
Texas
$281K +$4.02K +27 +1%
CNBT
1341
Canandaigua National Bank & Trust
New York
$281K -$21.6K -145 -7%
DP
1342
Dearborn Partners
Illinois
$280K +$8.2K +55 +3%
CFG
1343
CKW Financial Group
Hawaii
$280K
MSS
1344
Mitchell Sinkler & Starr
Pennsylvania
$279K +$279K +1,767 New
SOW
1345
State of Wyoming
Wyoming
$278K +$179K +1,204 +182%
MPW
1346
Monterey Private Wealth
California
$275K +$16.1K +108 +6%
BAM
1347
Belpointe Asset Management
Nevada
$275K -$114K -766 -29%
CCWM
1348
Cassaday & Co Wealth Management
Virginia
$273K -$39.8K -267 -13%
LPAM
1349
Lodestar Private Asset Management
California
$273K
AIA
1350
Alera Investment Advisors
Illinois
$272K +$272K +1,826 New