1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ISL
1351
Ingalls & Snyder LLC
New York
$313K
BFPW
1352
BOK Financial Private Wealth
Colorado
$313K
CCB
1353
Cutter & Co Brokerage
Missouri
$312K
GA
1354
Goldstein Advisors
Wisconsin
$311K -$28.7K -160 -8%
Capstone Investment Advisors
1355
Capstone Investment Advisors
New York
$311K +$311K +1,730 New
1IA
1356
1834 Investment Advisors
Wisconsin
$310K +$310K +1,728 New
RSA
1357
River Street Advisors
Illinois
$309K -$8.98K -50 -3%
IWA
1358
IVC Wealth Advisors
Pennsylvania
$308K +$898 +5 +0.3%
SWM
1359
SeaCrest Wealth Management
New York
$308K +$37.4K +208 +14%
CFG
1360
CKW Financial Group
Hawaii
$308K -$36.2K -200 -11%
HTIM
1361
Harbour Trust & Investment Management
Indiana
$308K -$2.52K -14 -0.8%
IF
1362
Intrua Financial
Texas
$307K +$307K +1,711 New
LC
1363
LCNB Corp
Ohio
$307K -$8.98K -50 -3%
NHC
1364
Nicholas Hoffman & Company
Georgia
$306K
TW
1365
TritonPoint Wealth
Maryland
$306K +$20.7K +116 +7%
WAP
1366
Wealthcare Advisory Partners
Pennsylvania
$306K +$19.6K +109 +7%
FTIS
1367
First Trust Investment Solutions
Florida
$305K -$4.49K -25 -1%
USB
1368
Union Savings Bank
Connecticut
$305K
FRA
1369
Front Row Advisors
California
$305K -$1.98K -11 -0.6%
SCP
1370
Sivia Capital Partners
California
$305K -$180 -1 -0.1%
MAM
1371
Marquette Asset Management
Minnesota
$304K +$304K +1,690 New
TFA
1372
Tranquilli Financial Advisor
New Jersey
$303K -$2.87K -16 -0.9%
RIA
1373
Richwood Investment Advisors
Ohio
$301K
CPIG
1374
Chicago Partners Investment Group
Illinois
$301K -$9.71K -48 -3%
JCM
1375
Jacobsen Capital Management
Utah
$300K -$48.3K -269 -14%