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 %
ALC
1351
Alexander Labrunerie & Co
Missouri
$267K +$267K +1,668 New
SI
1352
Seeds Investor
New York
$265K +$265K +1,658 New
LA
1353
Latitude Advisors
Florida
$262K +$18.2K +114 +7%
FBC
1354
Fairfield, Bush & Co
Connecticut
$262K -$132K -825 -33%
SIG
1355
Stonegate Investment Group
Alabama
$262K +$9.59K +60 +4%
PWP
1356
Phillips Wealth Planners
Mississippi
$262K +$36.5K +249 +16%
IGWM
1357
ICA Group Wealth Management
Colorado
$261K +$28.8K +180 +12%
PIWA
1358
Prevail Innovative Wealth Advisors
Kansas
$261K +$5.11K +32 +2%
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$261K -$6.23K -39 -2%
HC
1360
Hourglass Capital
Texas
$259K +$259K +1,618 New
CF
1361
Centaurus Financial
California
$258K +$36.2K +227 +16%
2L
1362
25 LLC
Missouri
$257K
ODG
1363
O'Dell Group
Ohio
$257K
WG
1364
Winton Group
United Kingdom
$257K +$257K +1,607 New
CCFCSB
1365
Cape Cod Five Cents Savings Bank
Massachusetts
$257K -$93.3K -584 -27%
RRCM
1366
Rappaport Reiches Capital Management
Illinois
$257K +$257K +1,605 New
PFS
1367
Prospera Financial Services
Texas
$257K +$257K +1,605 New
WB
1368
West Bancorporation
Iowa
$256K +$256K +1,602 New
VCM
1369
Vision Capital Management
Oregon
$256K
AA
1370
Alta Advisers
United Kingdom
$256K
ATFA
1371
All Terrain Financial Advisors
Minnesota
$256K
EFA
1372
Edge Financial Advisors
Illinois
$256K +$256K +1,600 New
WTA
1373
Washington Trust Advisors
Massachusetts
$254K
WAP
1374
Wealthcare Advisory Partners
Pennsylvania
$254K +$254K +1,588 New
MAM
1375
Meeder Asset Management
Ohio
$252K -$443K -2,769 -64%