1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
1451
Frazier Financial Advisors
Ohio
$208K -$298 -2 -0.1%
BS
1452
Banco Santander
Spain
$206K +$206K +1,384 New
SBIA
1453
Sheaff Brock Investment Advisors
Indiana
$206K
SFI
1454
SPC Financial Inc
Maryland
$206K +$206K +1,379 New
EA
1455
Ergawealth Advisors
Illinois
$205K
CCFCSB
1456
Cape Cod Five Cents Savings Bank
Massachusetts
$205K -$34.4K -231 -14%
RB
1457
Renasant Bank
Mississippi
$204K +$204K +1,371 New
SW
1458
SMART Wealth
Nebraska
$204K -$882K -5,921 -81%
DFA
1459
DHJJ Financial Advisors
Illinois
$204K -$745 -5 -0.4%
SGI
1460
Summit Global Investments
Utah
$204K -$9.09K -61 -4%
CAS
1461
Coppell Advisory Solutions
Texas
$204K +$204K +1,367 New
PCM
1462
Permanent Capital Management
Illinois
$203K +$203K +1,176 New
SWA
1463
SFMG Wealth Advisors
Texas
$203K
SWM
1464
Seed Wealth Management
Illinois
$201K
AUB
1465
Atlantic Union Bankshares
Virginia
$201K
JWA
1466
JFS Wealth Advisors
Pennsylvania
$201K -$447 -3 -0.2%
CSB
1467
City State Bank
Iowa
$200K
WIA
1468
Wetzel Investment Advisors
Indiana
$194K -$41.9K -262 -18%
MAM
1469
Meeder Asset Management
Ohio
$192K -$43.2K -290 -18%
QC
1470
Quent Capital
New York
$187K +$7.01K +47 +4%
FMP
1471
Financial Management Professionals
Texas
$187K -$595 -4 -0.3%
SSB
1472
Sandy Spring Bank
Maryland
$182K -$7.45K -50 -4%
WSCM
1473
Wellington Shields Capital Management
New York
$179K
SNB
1474
Security National Bank
Nebraska
$179K
T
1475
TOBAM
France
$177K -$100K -674 -36%