1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1676
Claris Advisors
Missouri
$5.39K +$5.39K +30 New
CPG
1677
Cornerstone Planning Group
New Jersey
$5.22K +$1.01K +5 +24%
TCA
1678
Trifecta Capital Advisors
Illinois
$5.03K
TCM
1679
TD Capital Management
Tennessee
$4.67K
BIM
1680
Breakwater Investment Management
Washington
$4.49K -$9.88K -55 -69%
TFM
1681
TFC Financial Management
Massachusetts
$4.49K
WCM
1682
Westend Capital Management
California
$4.49K
CWC
1683
Carolinas Wealth Consulting
North Carolina
$4.31K +$1.98K +11 +85%
RAM
1684
Riggs Asset Management
Pennsylvania
$4.13K -$898 -5 -18%
FWM
1685
FSA Wealth Management
Massachusetts
$4.13K +$4.13K +23 New
RI
1686
Ridgewood Investments
New Jersey
$4.04K -$9.67K -55 -71%
NMG
1687
New Millennium Group
Utah
$3.77K
BHWM
1688
Bay Harbor Wealth Management
Maryland
$3.05K
GEA
1689
Glen Eagle Advisors
New Jersey
$2.87K
VAMG
1690
Voisard Asset Management Group
Michigan
$2.52K +$2.52K +14 New
PIS
1691
POM Investment Strategies
North Carolina
$2.34K
HWP
1692
Highline Wealth Partners
California
$2.34K +$1.62K +9 +225%
JFG
1693
JDM Financial Group
Texas
$2.34K +$2.34K +13 New
NL
1694
NVWM LLC
Pennsylvania
$2.16K +$898 +5 +71%
VWM
1695
Valley Wealth Managers
New Jersey
$1.8K -$49.4K -275 -96%
CSC
1696
Caldwell Sutter Capital
California
$1.8K
GFPC
1697
Global Financial Private Client
Florida
$1.8K
1IA
1698
1620 Investment Advisors
Massachusetts
$1.47K +$1.47K +8 New
MHR
1699
Matthew Hamilton Rosenberg
$1.08K
FCAS
1700
First Command Advisory Services
Texas
$1.08K +$1.08K +6 New