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 %
ZB
1451
Zions Bancorporation
Utah
$65.2K
IRC
1452
Investors Research Corp
Georgia
$60.3K
LWANC
1453
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.5K
TFIPS
1454
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.1K +$57.1K +430 New
EC
1455
EntryPoint Capital
New York
$57K +$57K +429 New
BGAI
1456
Bruce G. Allen Investments
Colorado
$56.6K +$56.6K +426 New
RFG
1457
RFP Financial Group
Georgia
$56.1K +$29.6K +223 +112%
AFS
1458
Annapolis Financial Services
Maryland
$55.3K +$17.3K +130 +45%
Optiver Holding
1459
Optiver Holding
Netherlands
$54.3K +$54.3K +409 New
TWM
1460
Tradition Wealth Management
Minnesota
$54K +$5.99K +45 +12%
CT
1461
Cambridge Trust
Massachusetts
$53.4K
FAM
1462
Fred Alger Management
New York
$52.7K -$1.06K -8 -2%
GAG
1463
Goodman Advisory Group
Massachusetts
$52.5K
AA
1464
Ancora Advisors
Ohio
$52.1K
DMBA
1465
Deseret Mutual Benefit Administrators
Utah
$51.4K -$15.3K -115 -23%
MG
1466
MilWealth Group
Wisconsin
$51.1K
WIM
1467
Westside Investment Management
California
$46.6K
WPA
1468
West Paces Advisors
Georgia
$46.5K +$2.13K +16 +5%
BL
1469
BFSG LLC
California
$45.7K +$45.7K +344 New
HCP
1470
Hexagon Capital Partners
Arkansas
$44.6K +$11K +83 +33%
BWM
1471
BKM Wealth Management
Wisconsin
$44.5K +$44.5K +335 New
CAL
1472
Capital Advisors Ltd
Ohio
$44K
DCM
1473
Davis Capital Management
Florida
$43.8K +$43.8K +330 New
Loomis, Sayles & Company
1474
Loomis, Sayles & Company
Massachusetts
$42K -$8K -60 -16%
IWP
1475
IAG Wealth Partners
Wisconsin
$40.5K