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 %
SIG
1376
Stonegate Investment Group
Alabama
$210K +$210K +1,580 New
SWM
1377
SeaCrest Wealth Management
New York
$208K +$208K +1,567 New
IP
1378
Isthmus Partners
Wisconsin
$207K +$207K +1,558 New
KIA
1379
KCM Investment Advisors
California
$206K +$206K +1,548 New
PPC
1380
Park Place Capital
Alabama
$205K
FTIS
1381
First Trust Investment Solutions
Florida
$205K +$205K +1,540 New
BAM
1382
Bellevue Asset Management
Washington
$205K
VCP
1383
Verus Capital Partners
Arizona
$204K +$204K +1,539 New
LA
1384
Latitude Advisors
Florida
$203K +$203K +1,527 New
CWM
1385
Chemistry Wealth Management
New York
$201K +$201K +1,511 New
CAS
1386
Coppell Advisory Solutions
Texas
$199K +$159K +1,199 +400%
CSB
1387
City State Bank
Iowa
$199K
WIA
1388
Wetzel Investment Advisors
Indiana
$199K +$199K +1,495 New
RIM
1389
Rakuten Investment Management
Japan
$199K +$199K +1,491 New
CFGS
1390
Concourse Financial Group Securities
Alabama
$198K -$1.59K -12 -0.8%
IGWM
1391
ICA Group Wealth Management
Colorado
$193K +$193K +1,456 New
FFA
1392
First Foundation Advisors
California
$189K -$167K -1,254 -47%
OCM
1393
Osterweis Capital Management
California
$189K -$75.3K -567 -28%
FMP
1394
Financial Management Professionals
Texas
$189K -$8.75K -66 -4%
GWS
1395
Glassman Wealth Services
Virginia
$187K -$266 -2 -0.1%
FCA
1396
FinTrust Capital Advisors
South Carolina
$186K +$24.4K +184 +15%
CF
1397
Centaurus Financial
California
$185K +$185K +1,390 New
HBW
1398
Hazlett, Burt & Watson
West Virginia
$184K -$166K -1,240 -47%
BTI
1399
Blue Trust Inc
Georgia
$184K +$53.7K +475 +41%
DFA
1400
DHJJ Financial Advisors
Illinois
$183K -$1.33K -10 -0.7%