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 %
MWM
1676
Meridian Wealth Management
Kentucky
-$886K -5,546 Closed
DFG
1677
Delta Financial Group
New Jersey
-$846K -5,293 Closed
SWM
1678
Shelton Wealth Management
Texas
-$836K -5,228 Closed
CP
1679
Cumberland Partners
Ontario, Canada
-$831K -5,200 Closed
ARC
1680
Advisor Resource Council
Texas
-$593K -4,466 Closed
ET
1681
Entropy Technologies
New York
-$682K -4,269 Closed
LOAMU
1682
Lombard Odier Asset Management (USA)
New York
-$639K -4,000 Closed
SIA
1683
Strategic Investment Advisors
Michigan
-$623K -3,901 Closed
MYLI
1684
Meiji Yasuda Life Insurance
Japan
-$591K -3,696 Closed
JAFL
1685
Jay A. Fishman Ltd
Michigan
-$567K -3,548 Closed
SQA
1686
Simon Quick Advisors
New Jersey
-$560K -3,505 Closed
LNC
1687
Lincoln National Corp
Pennsylvania
-$537K -3,359 Closed
CIS
1688
Custom Index Systems
New York
-$510K -3,193 Closed
MFWP
1689
Mosaic Family Wealth Partners
Missouri
-$434K -2,715 Closed
EAM
1690
Empirical Asset Management
Massachusetts
-$413K -2,587 Closed
RVPG
1691
Relative Value Partners Group
-$351K -2,476 Closed
MS
1692
Maven Securities
Jersey
-$387K -2,421 Closed
SG
1693
Sienna Gestion
France
-$366K -2,290 Closed
HT
1694
Headlands Technologies
Illinois
-$358K -2,241 Closed
FWM
1695
Fairhaven Wealth Management
Illinois
-$355K -2,224 Closed
PAM
1696
Paradigm Asset Management
New York
-$344K -2,150 Closed
CA
1697
CoreCap Advisors
Michigan
-$340K -2,128 Closed
WIC
1698
Woodmont Investment Counsel
Tennessee
-$336K -2,104 Closed
DWA
1699
Delap Wealth Advisory
Oregon
-$318K -1,990 Closed
AMM
1700
American Money Management
California
-$314K -1,963 Closed