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 %
LWANC
1501
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.3K
BHWM
1502
Bay Harbor Wealth Management
Maryland
$68.4K -$22.9K -143 -25%
HC
1503
Hoese & Co
Minnesota
$66.9K -$8.96K -60 -12%
BGAI
1504
Bruce G. Allen Investments
Colorado
$66.6K -$1.44K -9 -2%
OA
1505
Operose Advisors
Wisconsin
$64.9K -$14.1K -88 -18%
CT
1506
Cambridge Trust
Massachusetts
$64.2K
EFP
1507
EnRich Financial Partners
Wisconsin
$64.2K +$64.2K +402 New
FAM
1508
Fred Alger Management
New York
$63.4K
GAG
1509
Goodman Advisory Group
Massachusetts
$63.1K
Loomis, Sayles & Company
1510
Loomis, Sayles & Company
Massachusetts
$63K +$12.4K +77 +24%
AA
1511
Ancora Advisors
Ohio
$62.7K
DMBA
1512
Deseret Mutual Benefit Administrators
Utah
$61.9K
MG
1513
MilWealth Group
Wisconsin
$61.5K
BL
1514
BFSG LLC
California
$59.9K +$4.95K +31 +9%
WIM
1515
Westside Investment Management
California
$56.1K
SL
1516
Salomon & Ludwin
Virginia
$55.8K
CAL
1517
Capital Advisors Ltd
Ohio
$55K +$1.6K +10 +3%
WPA
1518
West Paces Advisors
Georgia
$53.4K -$2.56K -16 -5%
DCM
1519
Davis Capital Management
Florida
$52.3K
RA
1520
Rise Advisors
New York
$50.3K +$50.3K +315 New
IWP
1521
IAG Wealth Partners
Wisconsin
$48.7K
LI
1522
LRI Investments
Florida
$48.1K +$48.1K +301 New
PMFA
1523
Plante Moran Financial Advisors
Michigan
$47.9K +$45.5K +285 +1,900%
BIA
1524
Bell Investment Advisors
California
$47K
NCTC
1525
New Covenant Trust Company
Indiana
$46.5K +$46.5K +291 New