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 %
ITIM
576
Indiana Trust & Investment Management
Indiana
$3.24M -$120K -955 -4%
KAS
577
Kestra Advisory Services
Texas
$3.23M -$386K -3,059 -11%
HWM
578
HB Wealth Management
Georgia
$3.22M +$357K +2,833 +12%
RF
579
Robbins Farley
New Hampshire
$3.22M -$108K -855 -3%
RVM
580
Robinson Value Management
Texas
$3.18M +$78.2K +620 +3%
SAM
581
Silphium Asset Management
United Kingdom
$3.15M +$883K +7,000 +39%
AHC
582
Anderson Hoagland & Co
Missouri
$3.14M
CAM
583
Cresset Asset Management
Illinois
$3.14M +$2.64M +20,888 +520%
MIP
584
Marietta Investment Partners
Wisconsin
$3.14M +$2.52K +20 +0.1%
AI
585
AdvisorShares Investments
Maryland
$3.12M +$767K +6,080 +33%
CSPAM
586
Cary Street Partners Asset Management
Virginia
$3.08M -$83.1K -659 -3%
BMSSC
587
B. Metzler seel. Sohn & Co
Germany
$3.07M +$883 +7 +0%
BIA
588
Barry Investment Advisors
Massachusetts
$3.07M -$185K -1,463 -6%
ANTB
589
AMG National Trust Bank
Colorado
$3.05M -$18.9K -150 -0.6%
ACM
590
Argyle Capital Management
Pennsylvania
$3.01M -$31.5K -250 -1%
MC
591
Moors & Cabot
Massachusetts
$2.99M -$16K -127 -0.5%
KTM
592
Keeler Thomas Management
Utah
$2.99M +$265K +2,100 +10%
JCM
593
Jag Capital Management
Missouri
$2.98M -$1.02M -8,051 -25%
MGP
594
Metis Global Partners
California
$2.98M -$15K -119 -0.5%
ASN
595
Advisory Services Network
Georgia
$2.98M -$21.6K -171 -0.7%
EHWM
596
Eads & Heald Wealth Management
Georgia
$2.97M -$154K -1,218 -5%
CCM
597
Carmel Capital Management
California
$2.94M +$37.8K +300 +1%
AIM
598
Achmea Investment Management
Netherlands
$2.93M +$592K +4,695 +25%
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
$2.93M -$175K -1,388 -6%
AAS
600
Ameritas Advisory Services
Nebraska
$2.89M +$357K +2,855 +14%