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 %
SA
1551
Scarborough Advisors
Maryland
$4.65K +$4.65K +35 New
LF
1552
Lee Financial
Texas
$4.52K +$2.39K +18 +113%
MTIC
1553
Missouri Trust & Investment Company
Missouri
$4.52K
RG
1554
Retirement Group
California
$4.25K +$1.59K +12 +60%
DPW
1555
DiNuzzo Private Wealth
Pennsylvania
$4.25K +$4.25K +32 New
MIM
1556
Macroview Investment Management
Maryland
$3.99K -$4.52K -34 -53%
VWA
1557
Valued Wealth Advisors
Utah
$3.84K +$3.84K +34 New
TCA
1558
Trifecta Capital Advisors
Illinois
$3.72K
WWM
1559
Wolff Wiese Magana
California
$3.32K
PCMC
1560
Planning Capital Management Corporation
Pennsylvania
$3.19K +$3.19K +24 New
FWM
1561
FSA Wealth Management
Massachusetts
$3K +$3K +23 New
TFM
1562
TFC Financial Management
Massachusetts
$2.92K -$531 -4 -15%
NMG
1563
New Millennium Group
Utah
$2.79K -$15.4K -116 -85%
AFWM
1564
Abich Financial Wealth Management
Virginia
$2.66K +$2.66K +20 New
FRA
1565
Frank Rimerman Advisors
California
$2.13K +$2.13K +16 New
PMFA
1566
Plante Moran Financial Advisors
Michigan
$1.99K +$1.99K +15 New
PWMG
1567
Provence Wealth Management Group
California
$1.86K
PIS
1568
POM Investment Strategies
North Carolina
$1.73K +$1.73K +13 New
GFPC
1569
Global Financial Private Client
Florida
$1.33K
CSC
1570
Caldwell Sutter Capital
California
$1.33K
BSB
1571
Bangor Savings Bank
Maine
$1.33K
TWP
1572
TFO Wealth Partners
Ohio
$1.33K
CWC
1573
Carolinas Wealth Consulting
North Carolina
$1.33K
VNA
1574
Valley National Advisers
Pennsylvania
$1K +$1K +14 New
MHR
1575
Matthew Hamilton Rosenberg
$797