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 %
DSC
726
Duncker Streett & Co
Missouri
$1.49M
BL
727
Balentine LLC
Georgia
$1.49M -$2.9K -23 -0.2%
KA
728
Kovack Advisors
Florida
$1.47M
NDSI
729
Newman Dignan & Sheerar Inc
Rhode Island
$1.46M +$11K +87 +0.8%
IFS
730
Ifrah Financial Services
Arkansas
$1.46M -$35.3K -280 -2%
KCM
731
Kendall Capital Management
Maryland
$1.46M +$343K +2,723 +31%
BCA
732
Bray Capital Advisors
Florida
$1.45M -$21.4K -170 -1%
S
733
SignatureFD
Georgia
$1.45M +$23.8K +189 +2%
CA
734
Callahan Advisors
Texas
$1.43M
WWA
735
WCG Wealth Advisors
Nevada
$1.42M +$53.2K +422 +4%
DC
736
Davenport & Co
Virginia
$1.4M +$639K +5,065 +84%
DM
737
Delphi Management
Massachusetts
$1.4M +$1.4M +11,115 New
BCWM
738
Bartlett & Co Wealth Management
Ohio
$1.38M +$855K +6,775 +163%
BC
739
Bartlett & Co
Ohio
$1.38M +$855K +6,775 +163%
CWM
740
C2C Wealth Management
Arizona
$1.38M +$643 +5 +0%
DWM
741
Darwin Wealth Management
Florida
$1.37M +$296K +2,329 +27%
PCM
742
Palouse Capital Management
Washington
$1.37M -$91.2K -723 -6%
CA
743
Cetera Advisors
Colorado
$1.36M +$31.8K +252 +2%
WP
744
WealthShield Partners
North Carolina
$1.36M +$69.6K +552 +5%
CCA
745
Column Capital Advisors
Indiana
$1.36M -$5.55K -44 -0.4%
AIIMS
746
Analyst IMS Investment Management Services
Israel
$1.36M
VLC
747
Van Leeuwen & Company
New Jersey
$1.35M +$95K +754 +8%
CIA
748
Cape Investment Advisory
Georgia
$1.35M +$794K +6,296 +144%
ST
749
Smithfield Trust
Pennsylvania
$1.35M -$25.9K -205 -2%
TFA
750
Teamwork Financial Advisors
Texas
$1.34M +$1.34M +10,615 New