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 %
VWA
1601
Valued Wealth Advisors
Utah
$5.43K
DPW
1602
DiNuzzo Private Wealth
Pennsylvania
$5.12K
HGERS
1603
Householder Group Estate & Retirement Specialist
Arizona
$4.95K -$3.2K -20 -39%
QL
1604
Quarry LP
New York
$4.8K -$38.8K -243 -89%
MIM
1605
Macroview Investment Management
Maryland
$4.8K
SS
1606
Sunbelt Securities
Texas
$4.64K -$3.68K -23 -44%
TCA
1607
Trifecta Capital Advisors
Illinois
$4.48K
TCM
1608
TD Capital Management
Tennessee
$4.16K +$4.16K +26 New
WWM
1609
Wolff Wiese Magana
California
$4K
TFM
1610
TFC Financial Management
Massachusetts
$4K +$480 +3 +14%
WCM
1611
Westend Capital Management
California
$4K +$4K +25 New
PCMC
1612
Planning Capital Management Corporation
Pennsylvania
$3.84K
FWM
1613
FSA Wealth Management
Massachusetts
$3.68K
FGAM
1614
Financial Gravity Asset Management
Texas
$3.22K +$3.22K +20 New
ECM
1615
Everence Capital Management
Indiana
$3.16K
FRA
1616
Frank Rimerman Advisors
California
$2.56K
RAM
1617
Riggs Asset Management
Pennsylvania
$2.4K +$2.4K +15 New
PCWA
1618
Pacific Capital Wealth Advisors
California
$2.24K +$2.24K +14 New
PIS
1619
POM Investment Strategies
North Carolina
$2.08K
FSWA
1620
Financial Synergies Wealth Advisors
Texas
$1.6K +$1.6K +10 New
CSC
1621
Caldwell Sutter Capital
California
$1.6K
GFPC
1622
Global Financial Private Client
Florida
$1.59K
CPG
1623
Cornerstone Planning Group
New Jersey
$1.34K +$1.34K +9 New
A
1624
AlphaQuest
New York
$1.28K -$2.13M -13,304 -100%
NL
1625
NVWM LLC
Pennsylvania
$1.12K +$1.12K +7 New