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 %
UCFA
626
United Capital Financial Advisors
Texas
$2.57M -$4.07K -36 -0.2%
Capstone Investment Advisors
627
Capstone Investment Advisors
New York
$2.55M +$2.49M +22,012 +4,114%
TFA
628
Trinity Financial Advisors
Ohio
$2.54M -$8.59K -76 -0.3%
BIA
629
Barry Investment Advisors
Massachusetts
$2.51M -$233K -2,064 -8%
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.49M -$11.1K -98 -0.4%
CW
631
Connectus Wealth
Ohio
$2.46M +$1.88M +16,610 +323%
TCOO
632
Trust Company of Oklahoma
Oklahoma
$2.44M -$83.7K -741 -3%
AIM
633
Achmea Investment Management
Netherlands
$2.44M -$188K -1,666 -7%
NB
634
Norinchukin Bank
Japan
$2.41M -$1.23M -10,903 -34%
AAM
635
Advisors Asset Management
Colorado
$2.38M +$855K +7,573 +56%
EF
636
Empirical Finance
Pennsylvania
$2.36M +$234K +2,069 +11%
Carson Wealth (CWM LLC)
637
Carson Wealth (CWM LLC)
Nebraska
$2.36M +$147K +1,298 +7%
PAG
638
Private Advisor Group
New Jersey
$2.33M -$1.13M -10,027 -33%
Wellington Management Group
639
Wellington Management Group
Massachusetts
$2.32M -$66K -584 -3%
FHA
640
First Horizon Advisors
Tennessee
$2.32M -$196K -1,731 -8%
UFF
641
USA Financial Formulas
Michigan
$2.31M -$712K -6,305 -24%
CNAM
642
Campbell Newman Asset Management
Wisconsin
$2.3M -$4.29K -38 -0.2%
BCM
643
Birch Capital Management
Texas
$2.29M +$33.3K +295 +1%
ADMI
644
Albert D. Mason Inc
Massachusetts
$2.28M -$42.7K -378 -2%
DA
645
Duality Advisers
Florida
$2.27M +$2.27M +20,058 New
CTC
646
Central Trust Company
Missouri
$2.26M +$157K +1,392 +7%
BMSSC
647
B. Metzler seel. Sohn & Co
Germany
$2.25M -$497K -4,403 -18%
CAL
648
Capital Analysts LLC
Pennsylvania
$2.25M +$39.2K +347 +2%
MC
649
Machina Capital
France
$2.21M +$1.14M +10,099 +107%
AWM
650
Axxcess Wealth Management
California
$2.19M +$770K +6,814 +54%