1,468 hedge funds and large institutions have $69.8B invested in Fiserv in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 507 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+41
Holders Change %
+2.87%
% of All Funds
23.15%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.45%
New
140
Increased
507
Reduced
595
Closed
89
Calls
$412M
Puts
$595M
Net Calls
-$183M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
326
Vestor Capital
Illinois
$11.3M +$228K +1,808 +2%
X
327
Xponance
Pennsylvania
$11.3M +$1.46M +11,566 +15%
GH
328
GAM Holding
Switzerland
$11.3M -$13.2K -105 -0.1%
SWK
329
Stephen W. Kidder
$11.2M +$28.5K +226 +0.3%
LCM
330
Logan Capital Management
Pennsylvania
$11.2M -$1.07M -8,457 -9%
YCM
331
Yousif Capital Management
Michigan
$11.1M -$23.1K -183 -0.2%
Allianz Asset Management
332
Allianz Asset Management
Germany
$11.1M -$29.3M -232,235 -73%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$11M +$904K +9,074 +9%
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$10.9M -$762K -6,043 -7%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$10.9M -$1.39M -10,993 -11%
RSVP
336
Ramsay Stattman Vela & Price
Colorado
$10.9M +$222K +1,756 +2%
ECM
337
Engle Capital Management
Connecticut
$10.8M +$10.8M +86,000 New
BCB
338
Brian C. Broderick
$10.8M -$47.9K -380 -0.4%
HAIM
339
Hunter Associates Investment Management
Pennsylvania
$10.4M +$533K +4,225 +5%
MAA
340
Matrix Asset Advisors
New York
$10.4M -$204K -1,616 -2%
SF
341
Synovus Financial
Georgia
$10.3M -$559K -4,429 -5%
LPT
342
Legacy Private Trust
Wisconsin
$10.3M -$506K -4,011 -5%
BAM
343
Bell Asset Management
Australia
$10.3M -$37.8K -300 -0.4%
SCM
344
Shelton Capital Management
Colorado
$10.3M -$5.15M -40,791 -33%
RGC
345
Redwood Grove Capital
California
$10.2M -$1.97M -15,600 -16%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$10.1M -$11.9M -94,275 -54%
MJP
347
Michael J. Puzo
$10.1M -$19.6K -155 -0.2%
RBC
348
Romano Brothers & Co
Illinois
$9.95M -$36.2K -287 -0.4%
ACA
349
Aptus Capital Advisors
Alabama
$9.84M -$384K -3,043 -4%
HAM
350
Harber Asset Management
North Carolina
$9.76M +$691K +5,474 +8%