1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NERM
1526
New England Research & Management
Illinois
$201K +$201K +1,121 New
JFA
1527
JNBA Financial Advisors
Minnesota
$200K
AP
1528
Atwood & Palmer
Missouri
$192K +$11.9K +66 +7%
LI
1529
LRI Investments
Florida
$188K +$180K +19,577 +2,306%
BCV
1530
Banque Cantonale Vaudoise
Switzerland
$174K -$470K -2,611 -73%
EPW
1531
Evergreen Private Wealth
Colorado
$172K +$1.62K +9 +0.9%
T
1532
TOBAM
France
$168K -$46K -256 -22%
GIA
1533
GHP Investment Advisors
Colorado
$168K +$62.2K +346 +59%
OA
1534
Operose Advisors
Wisconsin
$165K -$16K -89 -9%
HWM
1535
Hemington Wealth Management
Virginia
$161K +$161K +814 New
UOTTAIMCU
1536
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$161K -$1.76M -9,812 -92%
RTC
1537
Riverview Trust Company
Washington
$160K -$16.3K -91 -9%
TLA
1538
Tanglewood Legacy Advisors
Texas
$157K
EWM
1539
Evermay Wealth Management
Virginia
$154K
FNWA
1540
Financial Network Wealth Advisors
Utah
$150K +$3.05K +17 +2%
C
1541
Covestor
United Kingdom
$150K +$10.6K +59 +8%
NIMI
1542
Natixis Investment Managers International
France
$149K
RBC
1543
Roble Belko & Company
Pennsylvania
$144K
OWP
1544
ORG Wealth Partners
Texas
$142K +$142K +790 New
AIM
1545
Arcadia Investment Management
Michigan
$140K
LWANC
1546
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K +$60.9K +339 +77%
PMFA
1547
Plante Moran Financial Advisors
Michigan
$140K +$86.1K +479 +160%
A
1548
AlphaQuest
New York
$131K +$131K +728 +72,800%
WOSD
1549
WFA of San Diego
California
$129K
WAM
1550
WFA Asset Management
Wisconsin
$128K