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 %
LCM
676
Legato Capital Management
California
$1.92M
USCWA
677
U.S. Capital Wealth Advisors
Texas
$1.9M -$63.1K -559 -3%
SWS
678
SYSTM Wealth Solutions
Illinois
$1.9M -$66.1K -585 -3%
NA
679
NewEdge Advisors
Louisiana
$1.89M -$2.23M -19,766 -54%
TMAM
680
Tokio Marine Asset Management
Japan
$1.88M +$473K +4,184 +33%
MYAM
681
Meiji Yasuda Asset Management
Japan
$1.87M +$762K +6,750 +69%
BCV
682
Banque Cantonale Vaudoise
Switzerland
$1.87M +$463K +4,100 +33%
Fiera Capital (Canada)
683
Fiera Capital (Canada)
Quebec, Canada
$1.86M -$2.52M -22,339 -58%
OIS
684
Okabena Investment Services
Minnesota
$1.85M -$92.1K -815 -5%
TI
685
Tidal Investments
Wisconsin
$1.82M +$36.8K +326 +2%
ECU
686
Eisler Capital (UK)
United Kingdom
$1.82M +$151K +1,333 +9%
NSIM
687
North Star Investment Management
Illinois
$1.81M
NEI
688
Northwest & Ethical Investments
Ontario, Canada
$1.8M +$412K +3,649 +30%
RIM
689
Redwood Investment Management
Arizona
$1.8M +$316K +2,797 +21%
HCA
690
Harbor Capital Advisors
Illinois
$1.79M -$83.4K -738 -4%
AWM
691
Apollon Wealth Management
South Carolina
$1.77M +$717K +6,343 +68%
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$1.76M +$8.25K +73 +0.5%
DGAM
693
Desjardins Global Asset Management
Quebec, Canada
$1.75M +$293K +2,595 +20%
UB
694
UMB Bank
Missouri
$1.74M +$16.6K +147 +1%
RJT
695
Raymond James Trust
Florida
$1.72M +$75.2K +666 +5%
BC
696
Burney Company
Virginia
$1.72M -$50.2K -444 -3%
PAM
697
Palisade Asset Management
Minnesota
$1.72M
USAA
698
United Services Automobile Association
Texas
$1.72M +$81.7K +723 +5%
LS
699
Livforsakringsbolaget Skandia
Sweden
$1.71M -$79.1K -700 -4%
XT
700
XTX Topco
Cayman Islands
$1.71M +$1.42M +12,566 +485%