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 %
GWMIA
1526
Global Wealth Management Investment Advisory
Florida
$9.96K +$9.96K +75 New
AP
1527
Arlington Partners
Alabama
$9.7K -$1.73K -13 -15%
HWM
1528
HighMark Wealth Management
Minnesota
$9.7K +$664 +5 +7%
RFS
1529
Richardson Financial Services
Massachusetts
$9.17K +$9.17K +69 New
RTL
1530
Red Tortoise LLC
Georgia
$8.9K
CB
1531
Centennial Bank
Arkansas
$8.5K
RFG
1532
REAP Financial Group
Texas
$8.33K +$8.33K +63 New
JWM
1533
Janiczek Wealth Management
Colorado
$8.1K +$5.85K +44 +259%
ADL
1534
Asset Dedication LLC
California
$8K -$92 -1 -1%
LIWM
1535
Long Island Wealth Management
New York
$8K +$8K +63 New
LTI
1536
Laffer Tengler Investments
Tennessee
$7.84K +$7.84K +59 New
CB
1537
CNB Bank
Pennsylvania
$7.44K
CIR
1538
Clear Investment Research
Georgia
$7.31K +$7.31K +55 New
TFGT
1539
TS Financial Group (TSFG)
Illinois
$7K
SS
1540
Sunbelt Securities
Texas
$6.91K
AWM
1541
Activest Wealth Management
Florida
$6.78K
FWM
1542
Focused Wealth Management
New York
$6.64K
YAL
1543
Your Advocates Ltd
Texas
$6.64K
TIM
1544
Tortoise Investment Management
New York
$6.38K
AW
1545
Avion Wealth
Texas
$6K -$3.35K -24 -36%
HGERS
1546
Householder Group Estate & Retirement Specialist
Arizona
$6K
DF
1547
Dunhill Financial
United Kingdom
$5.71K +$5.71K +43 New
BWL
1548
Bogart Wealth LLC
Virginia
$5.58K
SHIM
1549
Stone House Investment Management
Pennsylvania
$5.31K
SIC
1550
SJS Investment Consulting
Ohio
$4.65K