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 %
TIM
1576
Tortoise Investment Management
New York
$12.8K +$5.11K +32 +67%
BIM
1577
Breakwater Investment Management
Washington
$12.8K +$12.8K +80 New
CFD
1578
Creative Financial Designs
Indiana
$12K +$12K +75 New
AT
1579
Arlington Trust
Alabama
$11.7K -$8.31K -52 -42%
RG
1580
Retirement Group
California
$11.7K +$6.55K +41 +128%
S
1581
Sachetta
Massachusetts
$10.9K
HWM
1582
HighMark Wealth Management
Minnesota
$10.9K -$799 -5 -7%
RFG
1583
REAP Financial Group
Texas
$10.8K +$796 +5 +8%
RTL
1584
Red Tortoise LLC
Georgia
$10.7K
CB
1585
Centennial Bank
Arkansas
$10.2K
RFS
1586
Richardson Financial Services
Massachusetts
$10.1K -$959 -6 -9%
ADL
1587
Asset Dedication LLC
California
$10K
JWM
1588
Janiczek Wealth Management
Colorado
$9.75K
NIC
1589
Northwest Investment Counselors
Oregon
$9.11K +$9.11K +57 New
AW
1590
Avion Wealth
Texas
$9K +$938 +5 +12%
CWC
1591
Carolinas Wealth Consulting
North Carolina
$8.47K +$6.87K +43 +430%
AWM
1592
Activest Wealth Management
Florida
$8.15K
DF
1593
Dunhill Financial
United Kingdom
$8.14K +$1.28K +8 +19%
YAL
1594
Your Advocates Ltd
Texas
$7.99K
SAG
1595
Spotlight Asset Group
Illinois
$7.03K +$7.03K +44 New
BWL
1596
Bogart Wealth LLC
Virginia
$6.71K
SHIM
1597
Stone House Investment Management
Pennsylvania
$6.39K
JSAM
1598
J. Safra Asset Management
New York
$6.07K +$6.07K +38 New
VNA
1599
Valley National Advisers
Pennsylvania
$6K +$3.85K +25 +179%
SIC
1600
SJS Investment Consulting
Ohio
$5.6K