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 %
FFN
801
Focus Financial Network
Minnesota
$1.12M -$120K -950 -10%
SAM
802
Seelaus Asset Management
New Jersey
$1.12M -$141K -1,117 -11%
KFI
803
Key Financial Inc
Pennsylvania
$1.11M +$9.46K +75 +0.9%
CCM
804
Coldstream Capital Management
Washington
$1.11M +$35.7K +283 +3%
SC
805
Scotia Capital
Ontario, Canada
$1.11M -$475K -3,766 -30%
WF
806
Wayfinding Financial
Washington
$1.11M +$6.25K +50 +0.6%
HI
807
Horizon Investments
North Carolina
$1.1M -$142K -1,125 -11%
FCH
808
Freestone Capital Holdings
Washington
$1.1M +$133K +1,057 +14%
EW
809
Evoke Wealth
California
$1.1M -$2.92M -23,118 -73%
RFN
810
RDA Financial Network
Iowa
$1.1M +$54.1K +429 +5%
PCH
811
PGIM Custom Harvest
New Jersey
$1.09M -$1.14K -9 -0.1%
SW
812
SMART Wealth
Nebraska
$1.09M
IDA
813
Intelligence Driven Advisers
California
$1.09M
JIC
814
Johnson Investment Counsel
Ohio
$1.08M +$141K +1,118 +15%
BBWP
815
Beacon Bridge Wealth Partners
Pennsylvania
$1.08M
GC
816
Grimes & Company
Massachusetts
$1.08M -$1.39K -11 -0.1%
MCM
817
Mitchell Capital Management
Kansas
$1.08M
BFEC
818
Benjamin F. Edwards & Company
Missouri
$1.08M +$16.5K +131 +2%
GIP
819
Granite Investment Partners
California
$1.06M
GC
820
Gould Capital
Washington
$1.06M -$52.5K -416 -5%
LGA
821
Lebenthal Global Advisors
New York
$1.06M -$44.9K -356 -4%
ACS
822
Archford Capital Strategies
Illinois
$1.05M -$6.49K -50 -0.6%
HI
823
Harbour Investments
Wisconsin
$1.05M -$78.3K -621 -7%
ETC
824
Exchange Traded Concepts
Oklahoma
$1.05M +$256K +2,030 +32%
PI
825
PGGM Investments
Netherlands
$1.05M +$17.7K +140 +2%