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 %
PGFC
401
Peapack-Gladstone Financial Corp
New Jersey
$7.38M +$830K +7,349 +13%
Public Sector Pension Investment Board (PSP Investments)
402
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.38M -$3.66M -32,405 -33%
ROC
403
Running Oak Capital
Minnesota
$7.34M -$101K -893 -1%
LRPA
404
L. Roy Papp & Associates
Arizona
$7.33M -$21.5K -190 -0.3%
LOPW
405
Live Oak Private Wealth
North Carolina
$7.29M +$7.12K +63 +0.1%
HFS
406
Hantz Financial Services
Michigan
$7.26M -$107K -946 -1%
GVAG
407
Great Valley Advisor Group
Delaware
$7.2M +$577K +5,109 +9%
Janney Montgomery Scott
408
Janney Montgomery Scott
Pennsylvania
$7.09M +$351K +3,111 +5%
ACA
409
Aptus Capital Advisors
Alabama
$7.04M -$1.77M -15,697 -20%
MGWM
410
Marks Group Wealth Management
Minnesota
$7.01M -$81K -717 -1%
CTA
411
Chesley Taft & Associates
Illinois
$6.89M +$205K +1,815 +3%
LSV Asset Management
412
LSV Asset Management
Illinois
$6.89M -$474K -4,200 -6%
IMPI
413
Ilmarinen Mutual Pension Insurance
Finland
$6.78M
CAM
414
Cozad Asset Management
Illinois
$6.74M -$351K -3,107 -5%
SMDAM
415
Sumitomo Mitsui DS Asset Management
Japan
$6.63M +$340K +3,006 +5%
TAM
416
Tocqueville Asset Management
New York
$6.62M -$204K -1,805 -3%
MC
417
Middleton & Co
Massachusetts
$6.58M -$610K -5,398 -8%
SG Americas Securities
418
SG Americas Securities
New York
$6.55M +$186K +1,647 +3%
Cambridge Investment Research Advisors
419
Cambridge Investment Research Advisors
Iowa
$6.55M +$142K +1,256 +2%
FNBT
420
FineMark National Bank & Trust
Florida
$6.46M -$80.2K -710 -1%
GIBU
421
Gulf International Bank (UK)
United Kingdom
$6.44M -$666K -5,893 -9%
MRCM
422
M&R Capital Management
New Jersey
$6.42M -$16.8K -149 -0.3%
BCI
423
Brinker Capital Investments
Pennsylvania
$6.35M -$871K -7,710 -12%
OPS
424
Orion Portfolio Solutions
Nebraska
$6.35M -$871K -7,710 -12%
AI
425
Atria Investments
North Carolina
$6.21M +$229K +2,029 +4%