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 %
PAS
651
Park Avenue Securities
New York
$2.12M +$2.12M +16,836 New
MWM
652
Mission Wealth Management
California
$2.1M +$31.9K +253 +2%
HCA
653
Harbor Capital Advisors
Illinois
$2.09M +$7.95K +63 +0.4%
BWM
654
BNC Wealth Management
Oregon
$2.05M +$2.05M +16,270 New
NSIM
655
North Star Investment Management
Illinois
$2.02M
LS
656
Livforsakringsbolaget Skandia
Sweden
$2M -$202K -1,600 -9%
TI
657
Tidal Investments
Wisconsin
$1.99M -$1.04M -8,252 -34%
BC
658
Burney Company
Virginia
$1.98M -$14.6K -116 -0.7%
PFO
659
Pathstone Family Office
New Jersey
$1.97M +$59.9K +476 +3%
VAG
660
VisionPoint Advisory Group
Texas
$1.95M +$833K +6,603 +74%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$1.95M -$42.1K -334 -2%
CG
662
Cutler Group
California
$1.93M +$862K +6,834 +81%
UB
663
UMB Bank
Missouri
$1.93M +$2.27K +18 +0.1%
PAM
664
Palisade Asset Management
Minnesota
$1.92M
SFI
665
Siemens Fonds Invest
Germany
$1.92M +$7.03K +56 +0.4%
V
666
Veritable
Delaware
$1.87M -$90.3K -716 -5%
ECU
667
Eisler Capital (UK)
United Kingdom
$1.87M -$9.71M -77,006 -84%
HCM
668
Harvey Capital Management
Florida
$1.86M -$126K -1,000 -6%
HIP
669
Harrell Investment Partners
Texas
$1.84M +$1.18M +9,372 +179%
RJT
670
Raymond James Trust
Florida
$1.84M +$17.9K +142 +1%
GC
671
Guardian Capital
Ontario, Canada
$1.84M +$89.6K +710 +5%
USAA
672
United Services Automobile Association
Texas
$1.83M -$101K -797 -5%
IWC
673
Integrated Wealth Concepts
Massachusetts
$1.82M +$548K +4,344 +43%
VI
674
Vestcor Inc
New Brunswick, Canada
$1.81M -$1.28M -10,130 -41%
CWM
675
Centurion Wealth Management
Virginia
$1.79M +$757 +6 +0%