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 %
FFA
1401
Frazier Financial Advisors
Ohio
$183K +$183K +1,379 New
JWA
1402
JFS Wealth Advisors
Pennsylvania
$181K +$3.59K +27 +2%
SSB
1403
Sandy Spring Bank
Maryland
$174K -$15.7K -118 -8%
IWA
1404
Icon Wealth Advisors
Texas
$165K +$165K +1,239 New
FFA
1405
Farther Finance Advisors
California
$165K +$101K +762 +160%
EPW
1406
Evergreen Private Wealth
Colorado
$163K +$163K +1,229 New
PGAM
1407
Princeton Global Asset Management
New Jersey
$160K +$160K +1,201 New
SNB
1408
Security National Bank
Nebraska
$159K +$159K +1,200 New
CWP
1409
Concord Wealth Partners
Virginia
$157K -$69.9K -526 -31%
BWM
1410
Baystate Wealth Management
Massachusetts
$157K
NIMI
1411
Natixis Investment Managers International
France
$156K
QC
1412
Quent Capital
New York
$152K +$266 +2 +0.2%
JFA
1413
JNBA Financial Advisors
Minnesota
$148K
CP
1414
Castleview Partners
Texas
$148K +$64.8K +488 +78%
T. Rowe Price Investment Management
1415
T. Rowe Price Investment Management
Maryland
$139K +$139K +1,042 New
CLOS
1416
Compagnie Lombard Odier SCmA
Switzerland
$133K -$6.51K -49 -5%
AP
1417
Atwood & Palmer
Missouri
$133K
TCOV
1418
Trust Company of Vermont
Vermont
$120K -$75.7K -570 -39%
EWM
1419
Evermay Wealth Management
Virginia
$117K +$797 +6 +0.7%
KI
1420
Kapitalo Investimentos
Brazil
$117K -$164K -1,232 -58%
TLA
1421
Tanglewood Legacy Advisors
Texas
$116K
SAI
1422
Systematic Alpha Investments
New Jersey
$112K
RP
1423
Rowlandmiller & Partners
Georgia
$111K +$111K +834 New
A
1424
AJOVista
Massachusetts
$108K +$108K +811 New
RBC
1425
Roble Belko & Company
Pennsylvania
$106K +$106K +800 New