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 %
VCP
1376
Verus Capital Partners
Arizona
$252K +$5.91K +37 +2%
GJWM
1377
Gilliland Jeter Wealth Management
Arkansas
$251K -$193K -1,205 -43%
DBG
1378
De Burlo Group
Massachusetts
$250K -$79.9K -500 -24%
GP
1379
Girard Partners
Pennsylvania
$250K +$250K +1,562 New
IP
1380
Isthmus Partners
Wisconsin
$249K
AC
1381
ASB Consultores
Florida
$247K +$247K +1,544 New
ML
1382
McAdam LLC
Pennsylvania
$246K +$246K +1,541 New
BAM
1383
Bellevue Asset Management
Washington
$246K
OL
1384
OneFund LLC
Florida
$245K -$6.5K -41 -3%
CWP
1385
Concord Wealth Partners
Virginia
$245K +$55.6K +348 +29%
FBT
1386
First Bank & Trust
South Dakota
$245K +$245K +1,532 New
CP
1387
Castleview Partners
Texas
$244K +$66.5K +416 +37%
CPIG
1388
Chicago Partners Investment Group
Illinois
$244K -$69.8K -449 -22%
AAMA
1389
Advanced Asset Management Advisors
Ohio
$244K -$24.8K -155 -9%
AIC
1390
Archer Investment Corporation
Indiana
$243K +$228K +1,425 +1,532%
CWM
1391
Chemistry Wealth Management
New York
$241K
BAM
1392
Berkshire Asset Management
Pennsylvania
$240K +$240K +1,500 New
NL
1393
NWAM LLC
Washington
$239K +$239K +1,508 New
KIA
1394
KCM Investment Advisors
California
$239K -$8.47K -53 -3%
AL
1395
Aspiriant LLC
California
$238K +$238K +1,492 New
VI
1396
Versor Investments
New York
$238K -$1.1M -6,900 -82%
VA
1397
Valmark Advisers
Ohio
$237K +$237K +1,483 New
KSWWM
1398
Keyes Stange & Wooten Wealth Management
Florida
$236K +$236K +1,474 New
IAIM
1399
International Assets Investment Management
Florida
$235K +$235K +1,483 New
FMTC
1400
Farmers & Merchants Trust Company
California
$234K +$234K +1,467 New