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 %
NPF
1351
Norris Perne & French
Michigan
$271K
ECG
1352
Edge Capital Group
Georgia
$271K
CH
1353
Cromwell Holdings
Wyoming
$269K +$269K +1,807 New
SFS
1354
Security Financial Services
Indiana
$269K +$1.04K +7 +0.4%
WF
1355
WoodTrust Financial
Wisconsin
$269K -$15K -101 -5%
ATI
1356
Act Two Investors
California
$268K +$268K +1,795 New
VCP
1357
Verus Capital Partners
Arizona
$265K +$30.6K +205 +13%
RSA
1358
River Street Advisors
Illinois
$264K -$8.94K -60 -3%
PWP
1359
Phillips Wealth Planners
Mississippi
$264K -$2.53K -17 -1%
TCOT
1360
Trust Company of Toledo
Ohio
$263K +$12.5K +84 +5%
LC
1361
LCNB Corp
Ohio
$262K
IBOK
1362
Independence Bank of Kentucky
Kentucky
$262K
SNBOSCI
1363
Security National Bank of Sioux City Iowa
Iowa
$261K -$2.98K -20 -1%
PWM
1364
Power Wealth Management
Georgia
$261K
CCA
1365
Catalyst Capital Advisors
New York
$260K -$542K -3,635 -68%
EWS
1366
Eagle Wealth Strategies
New Jersey
$260K +$260K +1,744 New
BFPW
1367
BOK Financial Private Wealth
Colorado
$259K
ISL
1368
Ingalls & Snyder LLC
New York
$259K +$3.57K +24 +1%
CCB
1369
Cutter & Co Brokerage
Missouri
$259K -$6.41K -43 -2%
HTIM
1370
Harbour Trust & Investment Management
Indiana
$258K +$2.09K +14 +0.8%
FTIS
1371
First Trust Investment Solutions
Florida
$257K +$52K +349 +25%
ODG
1372
O'Dell Group
Ohio
$257K
NCFG
1373
New Century Financial Group
New Jersey
$257K +$257K +1,722 New
RWPA
1374
Richard W. Paul & Associates
Michigan
$256K -$13.4K -90 -5%
IWA
1375
IVC Wealth Advisors
Pennsylvania
$255K +$149 +1 +0.1%