1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
1626
First Citizens Bank & Trust
North Carolina
-$382K -3,384 Closed
GCM
1627
Graham Capital Management
Connecticut
-$382K -3,382 Closed
RIA
1628
Realta Investment Advisors
Delaware
-$425K -3,366 Closed
CWA
1629
Centennial Wealth Advisory
Michigan
-$363K -3,211 Closed
BAM
1630
Blueshift Asset Management
New Jersey
-$362K -3,208 Closed
PP
1631
Paloma Partners
Connecticut
-$343K -3,037 Closed
AR
1632
Advisory Research
Illinois
-$330K -2,918 Closed
PL
1633
Perpetual Ltd
Australia
-$329K -2,915 Closed
AAM
1634
Aureus Asset Management
Massachusetts
-$300K -2,655 Closed
WP
1635
WMS Partners
Maryland
-$291K -2,572 Closed
YIA
1636
YHB Investment Advisors
Connecticut
-$280K -2,479 Closed
GCP
1637
GSA Capital Partners
United Kingdom
-$253K -2,241 Closed
SC
1638
Sepio Capital
Utah
-$253K -2,239 Closed
GP
1639
Girard Partners
Pennsylvania
-$217K -1,924 Closed
CHP
1640
Cable Hill Partners
Oregon
-$212K -1,874 Closed
Legacy Financial Group (Iowa)
1641
Legacy Financial Group (Iowa)
Iowa
-$204K -1,805 Closed
VCM
1642
Virtue Capital Management
Tennessee
-$224K -1,791 Closed
SDIC
1643
South Dakota Investment Council
South Dakota
-$125K -1,107 Closed
RTC
1644
Riverview Trust Company
Washington
-$111K -980 Closed
MIA
1645
Milestone Investment Advisors
Wisconsin
-$98.5K -872 Closed
WTG
1646
West Tower Group
Virginia
-$95.8K -848 Closed
WWP
1647
WR Wealth Planners
Missouri
-$79.4K -703 Closed
BWS
1648
Buck Wealth Strategies
Colorado
-$63K -558 Closed
BCM
1649
BluePath Capital Management
Georgia
-$52.8K -467 Closed
IFS
1650
Intelligent Financial Strategies
Minnesota
-$45.2K -400 Closed