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 %
HBW
1476
Hazlett, Burt & Watson
West Virginia
$176K
SOS
1477
Silver Oak Securities
Tennessee
$172K -$28.6K -192 -14%
JFA
1478
JNBA Financial Advisors
Minnesota
$166K
OIAM
1479
OFI Invest Asset Management
France
$163K -$20.3K -146 -11%
RIL
1480
Rothschild Investment LLC
Illinois
$162K +$46.2K +310 +40%
FFA
1481
First Foundation Advisors
California
$158K -$53.2K -357 -25%
OA
1482
Operose Advisors
Wisconsin
$150K +$89.4K +600 +148%
CWP
1483
Concord Wealth Partners
Virginia
$149K -$79.3K -532 -35%
AP
1484
Atwood & Palmer
Missouri
$149K
RTC
1485
Riverview Trust Company
Washington
$146K
CA
1486
Continuum Advisory
Idaho
$143K +$447 +3 +0.3%
TFA
1487
Transamerica Financial Advisors
Florida
$142K
EPW
1488
Evergreen Private Wealth
Colorado
$141K -$298 -2 -0.2%
IUHSA
1489
Itau Unibanco Holding S.A.
Brazil
$137K +$137K +918 New
TLA
1490
Tanglewood Legacy Advisors
Texas
$130K
EWM
1491
Evermay Wealth Management
Virginia
$128K
LI
1492
LRI Investments
Florida
$127K +$81.7K +548 +182%
NIMI
1493
Natixis Investment Managers International
France
$124K -$25.9K -174 -17%
ZB
1494
Zions Bancorporation
Utah
$124K -$15.5K -104 -11%
FNWA
1495
Financial Network Wealth Advisors
Utah
$122K +$122K +819 New
RBC
1496
Roble Belko & Company
Pennsylvania
$119K
AIM
1497
Arcadia Investment Management
Michigan
$116K
C
1498
Covestor
United Kingdom
$115K -$13.2K -89 -10%
GI
1499
Gradient Investments
Minnesota
$114K +$14K +94 +14%
WOSD
1500
WFA of San Diego
California
$107K +$107K +720 New