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 %
WAM
1501
WFA Asset Management
Wisconsin
$106K
BONH
1502
Bank of New Hampshire
New Hampshire
$106K
GITFIT
1503
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$104K
FPB
1504
First PREMIER Bank
South Dakota
$98K +$8.64K +58 +10%
WWP
1505
WR Wealth Planners
Missouri
$95.8K -$10.7K -72 -10%
EBA
1506
Eagle Bay Advisors
New York
$95.1K -$2.68K -18 -3%
PGAM
1507
Princeton Global Asset Management
New Jersey
$92K +$2.53K +17 +3%
GTAM
1508
Global Trust Asset Management
Florida
$90.3K
MCM
1509
MV Capital Management
Maryland
$88.5K +$447 +3 +0.5%
GIA
1510
GHP Investment Advisors
Colorado
$87.6K +$12.1K +81 +16%
TFIPS
1511
Towarzystwo Funduszy Inwestycyjnych PZU SA
$85K
AWM
1512
AllSquare Wealth Management
New York
$82.7K
PO
1513
Private Ocean
California
$80.9K
MFG
1514
Mendota Financial Group
Wisconsin
$76.9K
RFG
1515
RFP Financial Group
Georgia
$68.9K -$6.26K -42 -8%
IRC
1516
Investors Research Corp
Georgia
$67.7K
PSB
1517
Piscataqua Savings Bank
New Hampshire
$66.6K
HCP
1518
Hexagon Capital Partners
Arkansas
$66.5K -$13.4K -90 -17%
LWANC
1519
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.6K
VCM
1520
Versant Capital Management
Arizona
$65.1K +$23K +154 +54%
TF
1521
Tompkins Financial
New York
$63.5K -$58.3K -391 -48%
HC
1522
Hoese & Co
Minnesota
$60.4K -$6.74K -45 -10%
Loomis, Sayles & Company
1523
Loomis, Sayles & Company
Massachusetts
$60K +$1.35K +9 +2%
EFP
1524
EnRich Financial Partners
Wisconsin
$59.9K
WOC
1525
West Oak Capital
California
$59.6K +$29.8K +200 +100%