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 %
TF
1476
Tompkins Financial
New York
$131K +$5.59K +35 +4%
RBC
1477
Roble Belko & Company
Pennsylvania
$128K
AAG
1478
Accordant Advisory Group
Maryland
$127K +$127K +797 New
AIM
1479
Arcadia Investment Management
Michigan
$125K
RIL
1480
Rothschild Investment LLC
Illinois
$124K +$8.95K +56 +8%
WWP
1481
WR Wealth Planners
Missouri
$114K +$114K +715 New
WAM
1482
WFA Asset Management
Wisconsin
$114K
BONH
1483
Bank of New Hampshire
New Hampshire
$113K
GITFIT
1484
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$112K
GI
1485
Gradient Investments
Minnesota
$108K -$314K -1,962 -74%
SOW
1486
State of Wyoming
Wyoming
$106K -$159K -992 -60%
EBA
1487
Eagle Bay Advisors
New York
$105K +$12.6K +79 +14%
GTAM
1488
Global Trust Asset Management
Florida
$96.9K
FPB
1489
First PREMIER Bank
South Dakota
$96K
PGAM
1490
Princeton Global Asset Management
New Jersey
$95.9K -$96.1K -601 -50%
MCM
1491
MV Capital Management
Maryland
$94.5K -$160 -1 -0.2%
TFIPS
1492
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.1K +$22.4K +140 +33%
AWM
1493
AllSquare Wealth Management
New York
$88.7K
PO
1494
Private Ocean
California
$86.8K
HCP
1495
Hexagon Capital Partners
Arkansas
$85.7K +$32K +200 +60%
MFG
1496
Mendota Financial Group
Wisconsin
$82.5K -$23.3K -146 -22%
GIA
1497
GHP Investment Advisors
Colorado
$81K -$12.3K -77 -13%
RFG
1498
RFP Financial Group
Georgia
$80.5K +$13.1K +82 +19%
IRC
1499
Investors Research Corp
Georgia
$72.6K
PSB
1500
Piscataqua Savings Bank
New Hampshire
$71.4K -$8.63K -54 -11%