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 %
MCCA
726
Mill Creek Capital Advisors
Pennsylvania
$1.51M -$51.5K -456 -3%
SFG
727
Summit Financial Group
West Virginia
$1.5M
MCC
728
Malaga Cove Capital
California
$1.5M -$7.23K -64 -0.5%
GLA
729
Great Lakes Advisors
Illinois
$1.49M +$4.52K +40 +0.3%
GT
730
Greenleaf Trust
Michigan
$1.49M +$3.73K +33 +0.3%
HCM
731
Howland Capital Management
Massachusetts
$1.49M -$12.4K -110 -0.8%
DC
732
Davenport & Co
Virginia
$1.48M +$226K +2,002 +18%
MSFS
733
Main Street Financial Solutions
Pennsylvania
$1.47M -$72.5K -642 -5%
BAMCO Inc
734
BAMCO Inc
New York
$1.47M -$33.9K -300 -2%
CIC
735
Chilton Investment Company
Connecticut
$1.46M -$29.3K -259 -2%
SCM
736
Stevens Capital Management
Pennsylvania
$1.44M +$1.44M +12,771 New
WGCA
737
Wolf Group Capital Advisors
Virginia
$1.43M -$79K -699 -5%
WANY
738
Wealthspire Advisors (New York)
New York
$1.41M +$250K +2,217 +22%
AAS
739
Annex Advisory Services
Wisconsin
$1.41M
ATPW
740
Ashton Thomas Private Wealth
Arizona
$1.4M +$608K +5,382 +76%
WWA
741
WCG Wealth Advisors
Nevada
$1.4M +$114K +996 +9%
CQS
742
Credential Qtrade Securities
$1.4M -$43.9K -389 -3%
KCM
743
Kendall Capital Management
Maryland
$1.4M +$92.7K +820 +7%
AWC
744
Abundance Wealth Counselors
Pennsylvania
$1.4M +$1.4M +12,362 New
PCA
745
Private Capital Advisors
Connecticut
$1.39M
SFI
746
Siemens Fonds Invest
Germany
$1.39M -$333K -2,946 -19%
WS
747
Wedbush Securities
California
$1.38M -$152K -1,342 -10%
CG
748
Caprock Group
Idaho
$1.38M -$1.92K -17 -0.1%
AWS
749
Atria Wealth Solutions
New York
$1.38M -$1.02K -9 -0.1%
BL
750
Balentine LLC
Georgia
$1.37M +$35.6K +315 +3%