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 %
VWM
1526
Valley Wealth Managers
New Jersey
$45.5K -$55.9K -350 -55%
VCM
1527
Versant Capital Management
Arizona
$45.2K
ME
1528
McIlrath & Eck
Washington
$43.5K
MMG
1529
Monetary Management Group
Missouri
$40K
CJ
1530
Caitlin John
Michigan
$38.8K
NC
1531
NewSquare Capital
Pennsylvania
$38.4K
CH
1532
Canton Hathaway
Rhode Island
$38K
GJIA
1533
Glass Jacobson Investment Advisors
Maryland
$37.7K
HCM
1534
Hollencrest Capital Management
California
$37.1K
RWA
1535
Redmont Wealth Advisors
Illinois
$36.9K +$36.9K +231 New
PWMG
1536
Private Wealth Management Group
New Jersey
$35.6K -$479 -3 -1%
CPA
1537
Clear Point Advisors
New York
$35.2K +$5.75K +36 +20%
FFO
1538
Fortitude Family Office
Arizona
$33.2K
RDIA
1539
RE Dickinson Investment Advisors
Iowa
$33K
GKIM
1540
GW&K Investment Management
Massachusetts
$33K +$319 +2 +1%
WOC
1541
West Oak Capital
California
$32K
EWP
1542
Elevation Wealth Partners
California
$32K +$32K +200 New
HF
1543
Halpern Financial
Virginia
$31.9K
PWMG
1544
Prestige Wealth Management Group
New Jersey
$30.8K -$300K -1,874 -91%
SN
1545
Sittner & Nelson
Oregon
$30.7K
WAG
1546
Wiser Advisor Group
Arizona
$30.4K
CTA
1547
Colonial Trust Advisors
South Carolina
$28.6K -$9.43K -59 -25%
IFAM
1548
Institutional & Family Asset Management
Colorado
$28.1K +$959 +6 +4%
WSC
1549
Wellington Shields & Co
New York
$25.1K +$25.1K +157 New
BCMLT
1550
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.9K +$4.64K +29 +23%