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 %
KB
1526
Kimelman & Baird
New York
$59.6K +$59.6K +400 New
BGAI
1527
Bruce G. Allen Investments
Colorado
$59.3K -$2.83K -19 -5%
GAG
1528
Goodman Advisory Group
Massachusetts
$58.9K
DMBA
1529
Deseret Mutual Benefit Administrators
Utah
$57.7K
MG
1530
MilWealth Group
Wisconsin
$57.4K
WSC
1531
Wellington Shields & Co
New York
$56.9K +$33.5K +225 +143%
BL
1532
BFSG LLC
California
$55.9K
PP
1533
PrairieView Partners
Minnesota
$55K +$55K +375 New
CAL
1534
Capital Advisors Ltd
Ohio
$53K +$1.5K +10 +3%
WIM
1535
Westside Investment Management
California
$52.3K
OC
1536
Oakworth Capital
Alabama
$52K +$52K +349 New
WPA
1537
West Paces Advisors
Georgia
$49.8K
FFO
1538
Fortitude Family Office
Arizona
$49K +$18K +121 +58%
IWP
1539
IAG Wealth Partners
Wisconsin
$48.9K +$3.43K +23 +8%
DCM
1540
Davis Capital Management
Florida
$48.6K
RA
1541
Rise Advisors
New York
$46.9K
PMFA
1542
Plante Moran Financial Advisors
Michigan
$44.7K
TWP
1543
Triad Wealth Partners
Kansas
$44.1K +$44.1K +296 New
BIA
1544
Bell Investment Advisors
California
$43.8K
VWM
1545
Valley Wealth Managers
New Jersey
$42.5K
ORAM
1546
One River Asset Management
Connecticut
$40.8K +$40.8K +274 New
ME
1547
McIlrath & Eck
Washington
$40.5K
GKIM
1548
GW&K Investment Management
Massachusetts
$40K +$9.1K +61 +29%
NFSG
1549
Newbridge Financial Services Group
Florida
$38.8K +$18.9K +127 +95%
MMG
1550
Monetary Management Group
Missouri
$37.3K