1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
1426
Norden Group
Utah
$256K +$256K +1,425 New
MAM
1427
Mainsail Asset Management
Alabama
$256K +$256K +1,425 New
CAM
1428
Claret Asset Management
Quebec, Canada
$255K +$1.26K +7 +0.5%
SFI
1429
SPC Financial Inc
Maryland
$255K +$6.83K +38 +3%
FA
1430
FDx Advisors
Illinois
$254K -$24.4K -136 -9%
CCM
1431
Chickasaw Capital Management
Tennessee
$254K
EWS
1432
Eagle Wealth Strategies
New Jersey
$254K -$59.5K -331 -19%
RWPA
1433
Richard W. Paul & Associates
Michigan
$253K -$55.7K -310 -18%
WIA
1434
Wetzel Investment Advisors
Indiana
$252K +$34.9K +194 +16%
CM
1435
Crestline Management
Texas
$252K +$252K +1,400 New
GWANC
1436
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K -$8.26K -46 -3%
FFA
1437
Fi3 Financial Advisors
Indiana
$249K +$249K +1,386 New
SAG
1438
SageView Advisory Group
California
$249K -$103K -571 -29%
SBIA
1439
Sheaff Brock Investment Advisors
Indiana
$248K
CLOS
1440
Compagnie Lombard Odier SCmA
Switzerland
$248K -$41.9K -233 -14%
FFA
1441
Frazier Financial Advisors
Ohio
$248K -$3.05K -17 -1%
EA
1442
Ergawealth Advisors
Illinois
$248K
SWA
1443
SFMG Wealth Advisors
Texas
$247K +$2.88K +16 +1%
RZH
1444
Relyea Zuckerberg Hanson
Connecticut
$246K +$246K +1,371 New
JSW
1445
Journey Strategic Wealth
New Jersey
$246K +$246K +1,367 New
DFA
1446
DHJJ Financial Advisors
Illinois
$245K -$539 -3 -0.2%
CA
1447
Continuum Advisory
Idaho
$245K +$42.4K +201 +21%
SGI
1448
Summit Global Investments
Utah
$244K -$1.98K -11 -0.8%
GIA
1449
Gateway Investment Advisers
Ohio
$244K -$29.6K -165 -11%
JWA
1450
JFS Wealth Advisors
Pennsylvania
$243K +$898 +5 +0.4%