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 %
CH
1551
Canton Hathaway
Rhode Island
$36K
WTA
1552
Washington Trust Advisors
Massachusetts
$35.8K -$201K -1,350 -85%
PB
1553
Pinnacle Bancorp
Nebraska
$35.3K -$147K -989 -81%
HCM
1554
Hollencrest Capital Management
California
$34.6K
RWA
1555
Redmont Wealth Advisors
Illinois
$34.4K
CJ
1556
Caitlin John
Michigan
$33.7K -$2.53K -17 -7%
PWMG
1557
Private Wealth Management Group
New Jersey
$33.2K
IFAM
1558
Institutional & Family Asset Management
Colorado
$32.9K +$6.71K +45 +26%
CPA
1559
Clear Point Advisors
New York
$32.8K
TFF
1560
The Family Firm
Maryland
$30.7K +$30.7K +206 New
RDIA
1561
RE Dickinson Investment Advisors
Iowa
$30.4K
EWP
1562
Elevation Wealth Partners
California
$29.8K
FDCP
1563
Foster Dykema Cabot & Partners
Massachusetts
$29.8K +$29.8K +200 New
SN
1564
Sittner & Nelson
Oregon
$28.6K
WAG
1565
Wiser Advisor Group
Arizona
$28.3K
AA
1566
Ancora Advisors
Ohio
$26.7K -$31.8K -213 -54%
PPA
1567
Painted Porch Advisors
California
$24.9K +$24.9K +167 New
RWMG
1568
Redwood Wealth Management Group
New Jersey
$23.4K +$23.4K +157 New
S
1569
Sachetta
Massachusetts
$23.3K +$9.95K +61 +74%
IWA
1570
IBEX Wealth Advisors
New Jersey
$22.7K +$22.7K +152 New
BWAM
1571
Boyd Watterson Asset Management
Ohio
$22.2K
QL
1572
Quarry LP
New York
$21.8K +$17.3K +116 +387%
MA
1573
MCF Advisors
Kentucky
$21.5K
BEI
1574
Benjamin Edwards Inc
Missouri
$21K +$2.5K +17 +13%
HDIM
1575
Hanson & Doremus Investment Management
Vermont
$21K +$9K +60 +75%