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 %
PWM
701
Pinnacle Wealth Management
California
$1.65M +$1.65M +13,050 New
NIG
702
NFJ Investment Group
Texas
$1.63M -$18.7K -148 -1%
DGAM
703
Desjardins Global Asset Management
Quebec, Canada
$1.63M +$1.22M +9,710 +304%
GAM
704
Gotham Asset Management
New York
$1.62M +$481K +3,816 +42%
DCM
705
Davidson Capital Management
Texas
$1.62M +$14.9K +118 +0.9%
CQS
706
Credential Qtrade Securities
$1.61M -$341K -2,704 -17%
MPPLM
707
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.61M +$267K +2,118 +20%
GW
708
GW & Wade
Massachusetts
$1.59M +$1.23M +9,736 +336%
AWM
709
Axxcess Wealth Management
California
$1.59M +$540K +4,281 +52%
TMAM
710
Tokio Marine Asset Management
Japan
$1.58M +$108K +857 +7%
AAS
711
Annex Advisory Services
Wisconsin
$1.57M -$88.2K -699 -5%
BCV
712
Banque Cantonale Vaudoise
Switzerland
$1.57M +$290K +2,300 +23%
NEI
713
Northwest & Ethical Investments
Ontario, Canada
$1.55M -$345K -2,737 -18%
CG
714
Caprock Group
Idaho
$1.55M +$93K +737 +6%
PCA
715
Private Capital Advisors
Connecticut
$1.55M
AWS
716
Atria Wealth Solutions
New York
$1.54M -$62.7K -497 -4%
CC
717
Cipher Capital
New York
$1.53M +$1.53M +12,155 New
FCM
718
Fairbanks Capital Management
California
$1.53M -$21.1K -167 -1%
TCAM
719
Turtle Creek Asset Management
Ontario, Canada
$1.53M +$177K +1,400 +13%
SC
720
Sawyer & Company
Massachusetts
$1.52M +$11.4K +90 +0.8%
BWM
721
BerganKDV Wealth Management
Minnesota
$1.52M -$101K -802 -6%
FTDI
722
First Trust Direct Indexing
Massachusetts
$1.52M -$69.5K -551 -4%
BOC
723
Barbara Oil Co
Illinois
$1.51M
WGCA
724
Wolf Group Capital Advisors
Virginia
$1.51M -$161K -1,430 -10%
BRWA
725
B. Riley Wealth Advisors
Florida
$1.5M -$229K -1,815 -13%