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 %
IFAM
1501
Institutional & Family Asset Management
Colorado
$22.6K +$133 +1 +0.6%
MA
1502
MCF Advisors
Kentucky
$21.9K +$15.3K +115 +230%
RFA
1503
Resurgent Financial Advisors
Georgia
$21.5K +$21.5K +162 New
HI
1504
Hoey Investments
Pennsylvania
$20.5K -$8.5K -64 -29%
BWAM
1505
Boyd Watterson Asset Management
Ohio
$19.8K
CMA
1506
Cedar Mountain Advisors
Oregon
$17.8K
LAM
1507
Lummis Asset Management
Texas
$17.8K +$17.8K +134 New
AT
1508
Arlington Trust
Alabama
$16.6K +$5.18K +39 +45%
WBC
1509
West Branch Capital
Massachusetts
$15.9K
AWM
1510
Abound Wealth Management
Tennessee
$15.8K +$266 +2 +2%
MSG
1511
Main Street Group
Virginia
$15.7K +$15.7K +118 New
MFT
1512
Moisand Fitzgerald Tamayo
Florida
$14.6K
BCMLT
1513
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K -$4.97K -44 -26%
FMTCOCP
1514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K +$14K +103 New
GGI
1515
Godsey & Gibb Inc
Virginia
$13.3K
SVCP
1516
Silicon Valley Capital Partners
California
$13.3K
PA
1517
Pineridge Advisors
Missouri
$13K +$13K +98 New
PFA
1518
Pathway Financial Advisers
Indiana
$12.6K
AIC
1519
Archer Investment Corporation
Indiana
$12.4K
AP
1520
Aspect Partners
Virginia
$12.4K +$12.4K +93 New
PP
1521
PFS Partners
New Jersey
$12K
DAM
1522
Delta Asset Management
Tennessee
$12K
NFA
1523
Northwest Financial Advisors
Virginia
$11.7K +$11.7K +88 New
S
1524
Sachetta
Massachusetts
$10.9K +$10.9K +82 New
ITFISA
1525
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.6K +$10.6K +80 New