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 %
BIA
1401
Bigelow Investment Advisors
Maine
$231K +$231K +1,447 New
GWANC
1402
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$231K +1,444 New
SGI
1403
Summit Global Investments
Utah
$229K -$658K -4,110 -74%
RIA
1404
Realta Investment Advisors
Delaware
$227K +$227K +1,421 New
FFA
1405
First Foundation Advisors
California
$227K -$1.12K -7 -0.5%
MG
1406
Mather Group
Illinois
$226K -$6.24K -47 -3%
VT
1407
Vise Technologies
New York
$224K +$224K +1,402 New
CA
1408
Crewe Advisors
Utah
$224K +$224K +1,399 New
FFA
1409
Frazier Financial Advisors
Ohio
$223K +$3.04K +19 +1%
PF
1410
Phoenix Financial
Israel
$223K +$223K +1,400 New
SBIA
1411
Sheaff Brock Investment Advisors
Indiana
$221K +$221K +1,383 New
CLOS
1412
Compagnie Lombard Odier SCmA
Switzerland
$221K +$60.7K +380 +38%
RFM
1413
Royal Fund Management
Florida
$221K +$221K +1,380 New
EA
1414
Ergawealth Advisors
Illinois
$220K +$220K +1,378 New
FTIS
1415
First Trust Investment Solutions
Florida
$220K -$26.2K -164 -11%
DFA
1416
DHJJ Financial Advisors
Illinois
$220K -$799 -5 -0.4%
IEFM
1417
IQ EQ Fund Management
Ireland
$219K +$219K +1,369 New
FCA
1418
FinTrust Capital Advisors
South Carolina
$218K -$5.42K -34 -2%
CCM
1419
Chickasaw Capital Management
Tennessee
$218K +$218K +1,364 New
CASC
1420
Coppell Advisory Solutions Corp
Texas
$218K +$218K +1,363 New
VCM
1421
Virtue Capital Management
Tennessee
$218K +$218K +1,428 New
SWA
1422
SFMG Wealth Advisors
Texas
$217K +$217K +1,360 New
SWM
1423
SeaCrest Wealth Management
New York
$217K -$33.4K -209 -13%
WIA
1424
Wetzel Investment Advisors
Indiana
$216K -$3.23K -22 -1%
JWA
1425
JFS Wealth Advisors
Pennsylvania
$216K -$1.6K -10 -0.7%