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 %
IWC
701
Integrated Wealth Concepts
Massachusetts
$1.71M +$81.7K +723 +5%
WCM
702
Wisconsin Capital Management
Wisconsin
$1.71M -$480K -4,250 -22%
TNA
703
True North Advisors
Texas
$1.7M -$847K -7,500 -33%
FNA
704
First National Advisers
Nebraska
$1.69M +$602K +5,328 +55%
BF
705
BOK Financial
Oklahoma
$1.68M -$684K -6,016 -29%
HIP
706
Harrell Investment Partners
Texas
$1.68M +$28K +248 +2%
CIP
707
Chartwell Investment Partners
Pennsylvania
$1.65M +$1.65M +14,572 New
Verition Fund Management
708
Verition Fund Management
Connecticut
$1.63M -$2.76M -24,448 -63%
TFS
709
Thoroughbred Financial Services
Tennessee
$1.61M +$595K +5,265 +58%
GBWM
710
Granite Bay Wealth Management
New Hampshire
$1.61M +$1.61M +13,104 New
BPA
711
Beacon Pointe Advisors
California
$1.61M +$901K +7,974 +127%
BSW
712
Buckingham Strategic Wealth
Missouri
$1.6M +$10.7K +95 +0.7%
PA
713
Pinnacle Associates
New York
$1.59M +$86.3K +764 +6%
DS
714
DRW Securities
Illinois
$1.59M +$1.31M +11,629 +471%
MPPLM
715
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M +$145K +1,281 +10%
HIA
716
Harbor Investment Advisory
Maryland
$1.56M -$2.37K -21 -0.2%
TIAA Trust, National Association
717
TIAA Trust, National Association
North Carolina
$1.55M +$1.55M +13,748 New
HCM
718
Harvey Capital Management
Florida
$1.54M -$130K -1,150 -8%
TCAM
719
Turtle Creek Asset Management
Ontario, Canada
$1.52M +$158K +1,400 +12%
MIM
720
MTM Investment Management
South Carolina
$1.52M +$4.52K +40 +0.3%
Boston Partners
721
Boston Partners
Massachusetts
$1.52M
Fayez Sarofim & Co
722
Fayez Sarofim & Co
Texas
$1.52M
VI
723
Vestcor Inc
New Brunswick, Canada
$1.52M -$100K -887 -6%
OTL
724
Oak Thistle LLC
New York
$1.52M +$1.52M +13,428 New
CWM
725
Centurion Wealth Management
Virginia
$1.51M -$90.6K -802 -6%