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 %
RIA
1776
Realta Investment Advisors
Delaware
-$212K -1,423 Closed
PI
1777
PEAK6 Investments
Illinois
-$209K -1,404 Closed
FFA
1778
First Foundation Advisors
California
-$158K -1,061 Closed
IUHSA
1779
Itau Unibanco Holding S.A.
Brazil
-$137K -918 Closed
GI
1780
Gradient Investments
Minnesota
-$114K -767 Closed
RFG
1781
RFP Financial Group
Georgia
-$68.9K -462 Closed
TWP
1782
Triad Wealth Partners
Kansas
-$44.1K -296 Closed
ORAM
1783
One River Asset Management
Connecticut
-$40.8K -274 Closed
NFSG
1784
Newbridge Financial Services Group
Florida
-$38.8K -260 Closed
TFF
1785
The Family Firm
Maryland
-$30.7K -206 Closed
RWMG
1786
Redwood Wealth Management Group
New Jersey
-$23.4K -157 Closed
IWA
1787
IBEX Wealth Advisors
New Jersey
-$22.7K -152 Closed
GJIA
1788
Glass Jacobson Investment Advisors
Maryland
-$20.6K -138 Closed
BHWM
1789
Beaird Harris Wealth Management
Texas
-$14.5K -97 Closed
PG
1790
Proffitt & Goodson
Tennessee
-$13.6K -91 Closed
AWM
1791
Activest Wealth Management
Florida
-$7.6K -51 Closed
VNA
1792
Valley National Advisers
Pennsylvania
-$6K -44 Closed
HWM
1793
HighMark Wealth Management
Minnesota
-$4.47K -30 Closed
PCMC
1794
Planning Capital Management Corporation
Pennsylvania
-$3.58K -24 Closed
FW
1795
Fairway Wealth
Ohio
-$2.98K -20 Closed
LIA
1796
Lynx Investment Advisory
District of Columbia
-$1.49K -10 Closed
RWM
1797
Ruedi Wealth Management
Illinois
-$149 -1 Closed