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 %
JGUA
451
John G. Ullman & Associates
New York
$5.85M -$69.4K -550 -1%
MKC
452
M. Kraus & Co
Vermont
$5.83M -$19.2K -152 -0.3%
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$5.8M -$253K -2,007 -4%
HEIP
454
Hudson Edge Investment Partners
New Jersey
$5.8M -$164K -1,300 -3%
BEAM
455
Baker Ellis Asset Management
Washington
$5.76M -$30.3K -240 -0.5%
HT
456
Heritage Trust
Oklahoma
$5.69M +$668K +5,294 +13%
SCM
457
Soros Capital Management
New York
$5.6M +$33.9K +269 +0.6%
CA
458
Cullinan Associates
Kentucky
$5.59M
HWM
459
Hohimer Wealth Management
Washington
$5.54M -$179K -1,415 -3%
HIMCH
460
Hartford Investment Management Co (HIMCO)
Connecticut
$5.49M -$1.29M -10,198 -19%
CRC
461
Curi RMB Capital
Illinois
$5.47M +$295K +2,342 +6%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42M -$293K -2,319 -5%
CWM
463
Compass Wealth Management
Connecticut
$5.35M +$19.7K +156 +0.4%
TCCM
464
Timber Creek Capital Management
Massachusetts
$5.32M +$404K +3,206 +8%
BMM
465
Buffington Mohr McNeal
Idaho
$5.31M
TWC
466
TD Waterhouse Canada
Ontario, Canada
$5.25M +$419K +3,123 +9%
National Bank of Canada
467
National Bank of Canada
Quebec, Canada
$5.18M -$6.37M -49,657 -55%
SAM
468
Selway Asset Management
$5.14M +$230K +1,821 +5%
CAM
469
Close Asset Management
United Kingdom
$5.14M +$468K +3,708 +10%
CCM
470
Carderock Capital Management
Maryland
$5.12M +$190K +1,507 +4%
ERIC
471
Eagle Rock Investment Company
Georgia
$5.07M -$162K -1,261 -3%
CFM
472
Coronation Fund Managers
South Africa
$5.07M +$3.89M +30,870 +332%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$5M +$1.41M +11,148 +39%
SIC
474
SFE Investment Counsel
California
$4.98M -$1.28M -10,111 -20%
CCG
475
Cloverfields Capital Group
Minnesota
$4.95M +$277K +2,194 +6%