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 %
SS
1626
Sunbelt Securities
Texas
$4.32K
TCA
1627
Trifecta Capital Advisors
Illinois
$4.17K
RAM
1628
Riggs Asset Management
Pennsylvania
$4.17K +$1.94K +13 +87%
HGERS
1629
Householder Group Estate & Retirement Specialist
Arizona
$4K
TCM
1630
TD Capital Management
Tennessee
$3.88K
TFM
1631
TFC Financial Management
Massachusetts
$3.73K
WWM
1632
Wolff Wiese Magana
California
$3.73K
WCM
1633
Westend Capital Management
California
$3.68K
PCMC
1634
Planning Capital Management Corporation
Pennsylvania
$3.58K
CPG
1635
Cornerstone Planning Group
New Jersey
$3.25K +$1.86K +12 +133%
NMG
1636
New Millennium Group
Utah
$3.13K +$3.13K +21 New
ECM
1637
Everence Capital Management
Indiana
$3.02K
FW
1638
Fairway Wealth
Ohio
$2.98K +$2.98K +20 New
BHWM
1639
Bay Harbor Wealth Management
Maryland
$2.53K -$61.2K -411 -96%
GEA
1640
Glen Eagle Advisors
New Jersey
$2.39K +$2.39K +16 New
CWC
1641
Carolinas Wealth Consulting
North Carolina
$1.94K -$5.96K -40 -75%
PIS
1642
POM Investment Strategies
North Carolina
$1.94K
GFPC
1643
Global Financial Private Client
Florida
$1.49K
CSC
1644
Caldwell Sutter Capital
California
$1.49K
LIA
1645
Lynx Investment Advisory
District of Columbia
$1.49K +$1.49K +10 New
NL
1646
NVWM LLC
Pennsylvania
$1.04K
MHR
1647
Matthew Hamilton Rosenberg
$883
FHC
1648
First Heartland Consultants
Missouri
$622 +$1 +7 +0.2%
HWP
1649
Highline Wealth Partners
California
$596 +$298 +2 +100%
WA
1650
WestEnd Advisors
North Carolina
$447 +$149 +1 +50%