1,481 hedge funds and large institutions have $61.5B invested in Fiserv in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 607 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+13
Holders Change %
+0.89%
% of All Funds
23.61%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.15%
New
121
Increased
514
Reduced
607
Closed
96
Calls
$298M
Puts
$360M
Net Calls
-$62.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIM
326
Zacks Investment Management
Illinois
$11.5M +$251K +2,220 +2%
CIA
327
CCM Investment Advisers
South Carolina
$11.5M -$68.9K -610 -0.6%
OAM
328
Oppenheimer Asset Management
New York
$11.4M +$440K +3,892 +4%
MML Investors Services
329
MML Investors Services
Massachusetts
$11.2M +$925K +8,190 +9%
AM
330
AGF Management
Ontario, Canada
$11.2M +$347K +3,072 +3%
BB
331
Busey Bank
Illinois
$11.1M +$103K +916 +0.9%
CWM
332
CIBC World Markets
New York
$11.1M -$3.16M -27,986 -22%
CAM
333
ClariVest Asset Management
California
$11M -$761K -6,732 -6%
OPERF
334
Oregon Public Employees Retirement Fund
Oregon
$10.8M -$2.49M -22,015 -19%
FNT
335
First National Trust
Pennsylvania
$10.7M +$135K +1,191 +1%
Assenagon Asset Management
336
Assenagon Asset Management
Luxembourg
$10.6M +$8.57M +75,874 +430%
VC
337
Vestor Capital
Illinois
$10.5M +$342K +3,027 +3%
HPCM
338
Hunter Perkins Capital Management
Illinois
$10.4M -$2.38M -21,109 -19%
ROC
339
Robertson Opportunity Capital
Texas
$10.3M
LDB
340
Lee, Danner & Bass
Tennessee
$10.3M -$251K -2,218 -2%
BWP
341
Baldwin Wealth Partners
Massachusetts
$10.2M +$50.3K +445 +0.5%
BAM
342
Bell Asset Management
Australia
$10.2M +$997K +8,825 +11%
APG Asset Management
343
APG Asset Management
Netherlands
$10.1M -$926K -8,200 -8%
SWK
344
Stephen W. Kidder
$10.1M +$40.1K +355 +0.4%
X
345
Xponance
Pennsylvania
$10.1M -$8.47K -75 -0.1%
GH
346
GAM Holding
Switzerland
$10.1M -$2.26K -20 -0%
LCM
347
Logan Capital Management
Pennsylvania
$10.1M +$51.3K +454 +0.5%
FDP
348
Financiere des Professionnels
Quebec, Canada
$10M +$10M +88,540 New
BCB
349
Brian C. Broderick
$9.94M +$242K +2,139 +2%
HAIM
350
Hunter Associates Investment Management
Pennsylvania
$9.79M +$448K +3,966 +5%