1,874 hedge funds and large institutions have $107B invested in Fiserv in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 600 increasing their positions, 747 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+168
Holders Change %
+9.85%
% of All Funds
24.94%
Holding in Top 10
124
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+19.23%
% of All Funds
1.65%
New
271
Increased
600
Reduced
747
Closed
70
Calls
$415M
Puts
$492M
Net Calls
-$77.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
BSHC
1601
Breed's Hill Capital
Massachusetts
$230K +$230K +1,121 New
NERM
1602
New England Research & Management
Illinois
$230K
SG
1603
StoneX Group
New York
$229K +$229K +1,117 New
GIA
1604
Gateway Investment Advisers
Ohio
$229K -$50.1K -244 -18%
ESB
1605
Essex Savings Bank
Connecticut
$228K +$228K +1,110 New
CIP
1606
Convergence Investment Partners
Florida
$228K -$2.26K -11 -1%
UF
1607
Univest Financial
Pennsylvania
$226K -$30.6K -149 -12%
GAM
1608
Groupama Asset Management
France
$225K -$1.29M -6,269 -85%
CGA
1609
Crescent Grove Advisors
Illinois
$225K +$225K +1,094 New
G
1610
GenTrust
Florida
$224K +$224K +1,092 New
AAMC
1611
Asset Allocation & Management Company
Illinois
$224K +$224K +1,091 New
PWA
1612
Physician Wealth Advisors
Utah
$223K -$66.8K -325 -23%
BW
1613
BIP Wealth
Georgia
$222K +$222K +1,082 New
CAM
1614
Clark Asset Management
New Hampshire
$222K +$222K +1,080 New
KCM
1615
Kornitzer Capital Management
Kansas
$222K +$222K +1,079 New
GA
1616
GFS Advisors
Texas
$221K +$221K +1,078 New
NRC
1617
New Republic Capital
North Carolina
$220K +$220K +1,071 New
IPAM
1618
Investment Partners Asset Management
New Jersey
$219K +$219K +1,067 New
FOA
1619
Five Oceans Advisors
California
$219K +$219K +1,067 New
WGAM
1620
Wilkinson Global Asset Management
New York
$219K +$219K +1,065 New
CPA
1621
Cardiff Park Advisors
California
$219K +$219K +1,064 New
LFG
1622
Larson Financial Group
Missouri
$218K -$159K -773 -42%
BCM
1623
BluePath Capital Management
Georgia
$218K +$218K +1,083 New
VCM
1624
Virtue Capital Management
Tennessee
$218K -$21.4K -104 -9%
CAM
1625
CPA Asset Management
Florida
$217K +$217K +1,058 New