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 %
SAM
426
Smithbridge Asset Management
Pennsylvania
$6.2M -$54.1K -479 -0.9%
PMG
427
ProVise Management Group
Florida
$6.18M +$296K +2,618 +5%
Los Angeles Capital Management
428
Los Angeles Capital Management
California
$6.17M +$2.49M +22,004 +67%
SWM
429
Sendero Wealth Management
Texas
$6.17M +$565K +5,000 +10%
LCM
430
Liberty Capital Management
Michigan
$6.15M +$88K +779 +1%
BCM
431
Brooktree Capital Management
Michigan
$6.13M -$77.5K -686 -1%
BIG
432
Builder Investment Group
Georgia
$6.12M -$45.2K -400 -0.7%
CCM
433
Cox Capital Management
Massachusetts
$6.08M +$191K +1,689 +3%
CIM
434
Contravisory Investment Management
Massachusetts
$6.01M -$184K -1,632 -3%
CJL
435
Cyrus J. Lawrence
New York
$6M +$75.1K +665 +1%
BCM
436
BTC Capital Management
Iowa
$5.97M -$169K -1,498 -3%
PP
437
Prudential plc
United Kingdom
$5.89M +$2.21M +19,568 +60%
CAN
438
Cetera Advisor Networks
California
$5.84M +$384K +3,399 +7%
EMPI
439
Elo Mutual Pension Insurance
Finland
$5.84M +$67.1K +594 +1%
MCWS
440
McKinley Carter Wealth Services
West Virginia
$5.83M +$904 +8 +0%
LA
441
LBP AM
France
$5.83M +$1.42M +12,572 +32%
EAM
442
Eagle Asset Management
Florida
$5.8M -$44.3K -392 -0.8%
HBT
443
Hills Bank & Trust
Iowa
$5.79M -$266K -2,354 -4%
JC
444
Jacobs & Co
California
$5.76M +$301K +2,664 +6%
RAM
445
Redmond Asset Management
Virginia
$5.75M -$29.7K -263 -0.5%
VCA
446
Verdence Capital Advisors
Maryland
$5.71M +$177K +1,566 +3%
NME
447
Notis-McConarty Edward
$5.67M -$37.8K -335 -0.7%
OC
448
Oarsman Capital
Wisconsin
$5.66M +$121K +1,071 +2%
SWM
449
Spire Wealth Management
Virginia
$5.65M -$2.37M -20,941 -29%
HPC
450
HM Payson & Co
Maine
$5.65M -$151K -1,333 -3%