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 %
AS
1576
Altshuler Shaham
Israel
$20.7K +$20.7K +139 New
GJIA
1577
Glass Jacobson Investment Advisors
Maryland
$20.6K -$14.6K -98 -42%
CB
1578
CNB Bank
Pennsylvania
$20.4K
CMA
1579
Cedar Mountain Advisors
Oregon
$20K
GBT
1580
Grove Bank & Trust
Florida
$20K
LAM
1581
Lummis Asset Management
Texas
$19.2K -$745 -5 -4%
TFGT
1582
TS Financial Group (TSFG)
Illinois
$19K
AWM
1583
Abound Wealth Management
Tennessee
$17.9K -$449 -3 -2%
WBC
1584
West Branch Capital
Massachusetts
$17.9K
PCWA
1585
Pacific Capital Wealth Advisors
California
$17.7K +$15.6K +105 +750%
MSG
1586
Main Street Group
Virginia
$17.4K
MFT
1587
Moisand Fitzgerald Tamayo
Florida
$16.4K -$298 -2 -2%
FMTCOCP
1588
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
BCMLT
1589
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.9K -$8.35K -56 -36%
SVCP
1590
Silicon Valley Capital Partners
California
$14.9K
GGI
1591
Godsey & Gibb Inc
Virginia
$14.9K
PA
1592
Pineridge Advisors
Missouri
$14.6K
BHWM
1593
Beaird Harris Wealth Management
Texas
$14.5K +$14.5K +97 New
AP
1594
Aspect Partners
Virginia
$13.9K
JWM
1595
Janiczek Wealth Management
Colorado
$13.6K +$4.47K +30 +49%
PG
1596
Proffitt & Goodson
Tennessee
$13.6K +$13.6K +91 New
PP
1597
PFS Partners
New Jersey
$13.4K
DAM
1598
Delta Asset Management
Tennessee
$13.4K
ADL
1599
Asset Dedication LLC
California
$12.8K -$149 -1 -1%
BIM
1600
Breakwater Investment Management
Washington
$11.9K