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 %
IF
1426
Intrua Financial
Texas
$216K +$216K +1,351 New
AUB
1427
Atlantic Union Bankshares
Virginia
$216K +$216K +1,350 New
CSB
1428
City State Bank
Iowa
$215K -$24K -150 -10%
SOS
1429
Silver Oak Securities
Tennessee
$215K -$371K -2,321 -63%
CAM
1430
Cidel Asset Management
Ontario, Canada
$214K +$214K +1,342 New
SWM
1431
Seed Wealth Management
Illinois
$214K +$214K +1,350 New
1WM
1432
1858 Wealth Management
Ohio
$213K
FG
1433
Fiduciary Group
Georgia
$212K +$212K +1,328 New
OCM
1434
Osterweis Capital Management
California
$211K -$16.8K -105 -7%
GFP
1435
Gryphon Financial Partners
Ohio
$210K +$210K +1,314 New
WA1
1436
Wimmer Associates 1
California
$209K +$209K +1,310 New
CC
1437
Courier Capital
New York
$209K +$209K +1,308 New
P
1438
&Partners
Tennessee
$209K -$203K -1,268 -49%
Fiera Capital (Canada)
1439
Fiera Capital (Canada)
Quebec, Canada
$208K -$1.31M -8,211 -86%
JIP
1440
Jaffetilchin Investment Partners
Florida
$208K +$208K +1,302 New
NW
1441
NewEdge Wealth
Pennsylvania
$208K +$208K +1,393 New
TAM
1442
Trillium Asset Management
Massachusetts
$206K +$206K +1,291 New
FFG
1443
Fortem Financial Group
California
$206K +$206K +1,288 New
CCA
1444
Cobblestone Capital Advisors
New York
$205K +$205K +1,284 New
FTWA
1445
Fifth Third Wealth Advisors
Ohio
$205K +$205K +1,280 New
WP
1446
WMS Partners
Maryland
$204K +$204K +1,279 New
SSB
1447
Sandy Spring Bank
Maryland
$203K -$6.71K -42 -3%
FPGT
1448
Financial Partners Group (Tennessee)
Tennessee
$202K +$202K +1,264 New
FMP
1449
Financial Management Professionals
Texas
$202K -$26.4K -165 -12%
HW
1450
Hancock Whitney
Mississippi
$201K +$201K +1,259 New