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 %
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$3.7M +$335K +2,652 +10%
HR
552
Howe & Rusling
New York
$3.67M -$64.5K -511 -2%
API
553
Advisor Partners II
California
$3.66M +$323K +2,557 +10%
FT
554
Fiduciary Trust
Massachusetts
$3.64M -$117K -929 -3%
CP
555
Clayton Partners
California
$3.64M +$757 +6 +0%
ABP
556
Arthur B. Page
$3.64M -$144K -1,142 -4%
CA
557
Cornerstone Advisors
North Carolina
$3.63M -$4.69M -37,200 -56%
ECM
558
EagleClaw Capital Management
Massachusetts
$3.61M
CGA
559
Crescent Grove Advisors
Illinois
$3.6M -$6.69K -53 -0.2%
OIA
560
OneDigital Investment Advisors
Kansas
$3.58M +$941K +7,460 +36%
YIH
561
Y-Intercept (HK)
Hong Kong
$3.51M +$3.51M +27,813 New
PCA
562
Peddock Capital Advisors
Massachusetts
$3.49M +$16.9K +134 +0.5%
NED
563
Nancy E. Dempze
$3.47M +$38.1K +302 +1%
TIM
564
Triad Investment Management
California
$3.46M -$127K -1,003 -4%
VAS
565
Vestmark Advisory Solutions
Massachusetts
$3.45M -$386K -3,063 -10%
CB
566
Cadence Bank
Mississippi
$3.4M -$85.7K -679 -2%
SC
567
SouthState Corp
Florida
$3.4M -$115K -913 -3%
MLICM
568
Metropolitan Life Insurance Company (MetLife)
New York
$3.39M -$189K -1,501 -5%
UFF
569
USA Financial Formulas
Michigan
$3.38M -$115K -909 -3%
BIM
570
Baldwin Investment Management
Pennsylvania
$3.36M
DT
571
Diversified Trust
Tennessee
$3.35M -$712K -5,646 -18%
CCT
572
Capital City Trust
Florida
$3.32M +$2.15K +17 +0.1%
BLC
573
Brown, Lisle/Cummings
Rhode Island
$3.31M -$53.6K -425 -2%
VPIM
574
Vanguard Personalized Indexing Management
California
$3.3M +$458K +3,631 +16%
APIM
575
Agate Pass Investment Management
Washington
$3.29M +$127K +1,003 +4%