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 %
BSW
676
Buckingham Strategic Wealth
Missouri
$1.78M -$229K -1,812 -11%
MNBTD
677
Moody National Bank Trust Division
Texas
$1.76M +$38.6K +306 +2%
HIA
678
Harbor Investment Advisory
Maryland
$1.74M +$2.52K +20 +0.1%
MCCA
679
Mill Creek Capital Advisors
Pennsylvania
$1.74M +$69.3K +549 +4%
MSFS
680
Main Street Financial Solutions
Pennsylvania
$1.73M -$40.9K -324 -2%
SEC
681
Seven Eight Capital
New York
$1.72M +$1.72M +13,659 New
TF
682
TIAA FSB
Florida
$1.72M +$39K +309 +2%
Acadian Asset Management
683
Acadian Asset Management
Massachusetts
$1.72M +$1.13M +8,938 +191%
WS
684
Wedbush Securities
California
$1.72M -$149K -1,181 -8%
AAM
685
Advisors Asset Management
Colorado
$1.7M +$1.54M +12,232 +956%
HAI
686
Hennessy Advisors Inc
California
$1.7M +$946K +7,500 +125%
Boston Partners
687
Boston Partners
Massachusetts
$1.7M +$1.7M +13,450 New
Fayez Sarofim & Co
688
Fayez Sarofim & Co
Texas
$1.7M
MIM
689
MTM Investment Management
South Carolina
$1.69M +$2.65K +21 +0.2%
KeyBank National Association
690
KeyBank National Association
Ohio
$1.69M +$911K +7,223 +117%
MCC
691
Malaga Cove Capital
California
$1.69M
BAAM
692
Baker Avenue Asset Management
California
$1.68M +$188K +1,489 +13%
PA
693
Pinnacle Associates
New York
$1.68M +$277K +2,196 +20%
SFG
694
Summit Financial Group
West Virginia
$1.68M -$233K -1,850 -12%
BAMCO Inc
695
BAMCO Inc
New York
$1.68M +$290K +2,300 +21%
HCM
696
Howland Capital Management
Massachusetts
$1.67M -$101K -800 -6%
GLA
697
Great Lakes Advisors
Illinois
$1.66M -$561K -4,446 -25%
CIC
698
Chilton Investment Company
Connecticut
$1.66M +$1.66M +13,156 New
GT
699
Greenleaf Trust
Michigan
$1.66M -$326K -2,582 -16%
RIM
700
Redwood Investment Management
Arizona
$1.65M +$1.65M +13,105 New