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 %
EWA
751
EP Wealth Advisors
California
$1.37M +$1.37M +12,111 New
S
752
SignatureFD
Georgia
$1.37M +$72.4K +641 +6%
SC
753
Sawyer & Company
Massachusetts
$1.37M +$5.31K +47 +0.4%
BOC
754
Barbara Oil Co
Illinois
$1.36M
ECU
755
Eisler Capital (US)
New York
$1.36M +$1.36M +12,000 New
WP
756
Woodline Partners
California
$1.35M +$1.35M +11,990 New
GW
757
GW & Wade
Massachusetts
$1.35M -$80.1K -709 -6%
GAM
758
Gotham Asset Management
New York
$1.35M -$108K -956 -7%
DSC
759
Duncker Streett & Co
Missouri
$1.34M
KA
760
Kovack Advisors
Florida
$1.32M
MWM
761
Meridian Wealth Management
Kentucky
$1.31M +$568K +5,031 +76%
DM
762
Delphi Management
Massachusetts
$1.31M +$54.1K +479 +4%
FTDI
763
First Trust Direct Indexing
Massachusetts
$1.3M -$56.4K -499 -4%
WP
764
WealthShield Partners
North Carolina
$1.3M +$77.4K +685 +6%
IFS
765
Ifrah Financial Services
Arkansas
$1.29M -$11.9K -105 -0.9%
PIM
766
Penobscot Investment Management
Massachusetts
$1.28M +$802K +7,100 +166%
PI
767
PEAK6 Investments
Illinois
$1.28M +$1.28M +11,363 New
FCM
768
Fairbanks Capital Management
California
$1.28M -$89.8K -795 -7%
NDSI
769
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M -$39.8K -352 -3%
SFA
770
Sequoia Financial Advisors
Ohio
$1.26M +$333K +2,950 +36%
CA
771
Cetera Advisors
Colorado
$1.26M +$36.7K +325 +3%
DWM
772
Darwin Wealth Management
Florida
$1.26M +$35.9K +318 +3%
BCA
773
Bray Capital Advisors
Florida
$1.25M -$45.2K -400 -3%
VC
774
Veracity Capital
Georgia
$1.25M +$188K +1,661 +18%
AIIMS
775
Analyst IMS Investment Management Services
Israel
$1.24M