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 %
NICM
1476
Neo Ivy Capital Management
New York
$40K -$713K -5,367 -95%
SL
1477
Salomon & Ludwin
Virginia
$39.4K
BIA
1478
Bell Investment Advisors
California
$39.1K +$3.85K +29 +11%
VCM
1479
Versant Capital Management
Arizona
$37.6K -$2.79K -21 -7%
QL
1480
Quarry LP
New York
$36.3K -$1.46K -11 -4%
ME
1481
McIlrath & Eck
Washington
$36.1K
MMG
1482
Monetary Management Group
Missouri
$33.2K
CJ
1483
Caitlin John
Michigan
$32.3K +$32.3K +243 New
CH
1484
Canton Hathaway
Rhode Island
$32K
NC
1485
NewSquare Capital
Pennsylvania
$31.9K -$930 -7 -3%
CTA
1486
Colonial Trust Advisors
South Carolina
$31.6K
GJIA
1487
Glass Jacobson Investment Advisors
Maryland
$31.4K
HCM
1488
Hollencrest Capital Management
California
$30.8K
PWMG
1489
Private Wealth Management Group
New Jersey
$30K +$30K +226 New
FFO
1490
Fortitude Family Office
Arizona
$27.6K +$27.6K +208 New
RDIA
1491
RE Dickinson Investment Advisors
Iowa
$27K
WOC
1492
West Oak Capital
California
$27K
GKIM
1493
GW&K Investment Management
Massachusetts
$27K +$2.9K +22 +12%
HF
1494
Halpern Financial
Virginia
$26.6K
SN
1495
Sittner & Nelson
Oregon
$25.5K
WAG
1496
Wiser Advisor Group
Arizona
$25.2K +$25.2K +190 New
GBT
1497
Grove Bank & Trust
Florida
$24.4K +$6.64K +50 +37%
CPA
1498
Clear Point Advisors
New York
$24.4K +$24.4K +184 New
IUHSA
1499
Itau Unibanco Holding S.A.
Brazil
$24K -$67K -504 -74%
GAMC
1500
Garner Asset Management Corp
Texas
$22.9K +$22.9K +160 New