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 %
USB
1351
Union Savings Bank
Connecticut
$226K
IWA
1352
IVC Wealth Advisors
Pennsylvania
$226K +$226K +1,700 New
ITC
1353
Inspire Trust Company
Nevada
$224K +$224K +1,689 New
AAMA
1354
Advanced Asset Management Advisors
Ohio
$223K -$13.3K -100 -6%
BWG
1355
Boomfish Wealth Group
Georgia
$223K +$223K +1,678 New
PWG
1356
Portside Wealth Group
Utah
$223K +$223K +1,676 New
RIA
1357
Richwood Investment Advisors
Ohio
$223K +$223K +1,675 New
RT
1358
Rockland Trust
Massachusetts
$222K +$222K +1,672 New
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$222K
SOW
1360
State of Wyoming
Wyoming
$220K +$186K +1,401 +552%
MWS
1361
Maxwell Wealth Strategies
California
$217K +$217K +1,635 New
SFS
1362
Security Financial Services
Indiana
$217K +$217K +1,631 New
2L
1363
25 LLC
Missouri
$214K +$214K +1,608 New
ODG
1364
O'Dell Group
Ohio
$214K +$214K +1,608 New
1WM
1365
1858 Wealth Management
Ohio
$213K +$213K +1,606 New
WF
1366
WoodTrust Financial
Wisconsin
$213K -$39.9K -300 -16%
VCM
1367
Vision Capital Management
Oregon
$213K +$213K +1,602 New
JWCA
1368
J.W. Cole Advisors
Florida
$213K +$213K +1,601 New
AA
1369
Alta Advisers
United Kingdom
$213K
PIWA
1370
Prevail Innovative Wealth Advisors
Kansas
$213K +$213K +1,600 New
ATFA
1371
All Terrain Financial Advisors
Minnesota
$213K +$213K +1,600 New
PWP
1372
Phillips Wealth Planners
Mississippi
$212K +$212K +1,538 New
WTA
1373
Washington Trust Advisors
Massachusetts
$211K +$797 +6 +0.4%
PVH
1374
Psagot Value Holdings
Israel
$211K -$58.1K -435 -22%
OL
1375
OneFund LLC
Florida
$211K +$211K +1,586 New