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 %
WFA
1451
Wellspring Financial Advisors
Ohio
$201K +$201K +1,257 New
HTC
1452
Haverford Trust Company
Pennsylvania
$201K +$201K +1,256 New
AG
1453
AlTi Global
New York
$200K +$200K +1,254 New
AC
1454
Armistice Capital
New York
$200K +$200K +1,253 New
PB
1455
Pinnacle Bancorp
Nebraska
$196K -$84.1K -526 -30%
OIAM
1456
OFI Invest Asset Management
France
$195K +$195K +1,319 New
QC
1457
Quent Capital
New York
$194K +$10.9K +68 +6%
SNB
1458
Security National Bank
Nebraska
$192K
WSCM
1459
Wellington Shields Capital Management
New York
$192K +$192K +1,200 New
HBW
1460
Hazlett, Burt & Watson
West Virginia
$189K -$32.1K -200 -15%
JFA
1461
JNBA Financial Advisors
Minnesota
$178K
NIMI
1462
Natixis Investment Managers International
France
$161K -$26.5K -166 -14%
AP
1463
Atwood & Palmer
Missouri
$160K
RTC
1464
Riverview Trust Company
Washington
$157K +$157K +980 New
BTI
1465
Blue Trust Inc
Georgia
$154K -$106K -663 -41%
TFA
1466
Transamerica Financial Advisors
Florida
$152K -$503K -3,137 -77%
EPW
1467
Evergreen Private Wealth
Colorado
$152K -$44.6K -279 -23%
ZB
1468
Zions Bancorporation
Utah
$149K +$71K +444 +90%
CA
1469
Continuum Advisory
Idaho
$148K -$523K -3,381 -78%
CG
1470
Cutler Group
California
$146K -$1.24M -7,800 -89%
TCOV
1471
Trust Company of Vermont
Vermont
$143K -$639 -4 -0.4%
TLA
1472
Tanglewood Legacy Advisors
Texas
$139K
C
1473
Covestor
United Kingdom
$138K +$25.8K +161 +23%
EWM
1474
Evermay Wealth Management
Virginia
$137K -$3.68K -23 -3%
BWM
1475
BKM Wealth Management
Wisconsin
$134K +$80.5K +504 +150%