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 %
BBHC
801
Brown Brothers Harriman & Co
New York
$1.13M -$1.47K -13 -0.1%
PK
802
Pflug Koory
Nebraska
$1.13M
DIA
803
Dean Investment Associates
Ohio
$1.12M -$4.74K -42 -0.4%
ACM
804
Arcataur Capital Management
Wisconsin
$1.12M +$82.3K +729 +8%
PWM
805
Palumbo Wealth Management
New York
$1.12M +$737K +6,523 +193%
CG
806
Colony Group
Massachusetts
$1.12M +$1.12M +9,885 New
RFN
807
RDA Financial Network
Iowa
$1.11M +$125K +1,106 +13%
LWM
808
Lionsbridge Wealth Management
Florida
$1.1M +$2.03K +18 +0.2%
MCM
809
Manchester Capital Management
Vermont
$1.09M
WI
810
Wahed Invest
New York
$1.08M +$74.8K +662 +7%
CA
811
Callahan Advisors
Texas
$1.07M -$203K -1,800 -16%
ST
812
Sabal Trust
Florida
$1.07M +$26.5K +235 +3%
IIA
813
ICW Investment Advisors
Arizona
$1.07M +$66.5K +589 +7%
FIB
814
First Interstate Bank
Montana
$1.07M -$43.9K -389 -4%
I
815
InceptionR
California
$1.07M +$143K +1,268 +16%
S
816
SimplyRich
California
$1.07M
WorldQuant Millennium Advisors
817
WorldQuant Millennium Advisors
New York
$1.07M +$1.07M +9,430 New
P
818
Pitcairn
Pennsylvania
$1.06M -$3.28K -29 -0.3%
DEA
819
DoubleLine ETF Adviser
Florida
$1.06M +$48.3K +428 +5%
OAM
820
Ostrum Asset Management
France
$1.06M +$28K +248 +3%
MCM
821
MAI Capital Management
Ohio
$1.06M +$132K +1,165 +14%
CW
822
Channel Wealth
California
$1.04M -$41.3K -366 -4%
Lido Advisors
823
Lido Advisors
California
$1.03M -$3.1M -27,420 -75%
BFEC
824
Benjamin F. Edwards & Company
Missouri
$1.03M +$67.9K +601 +7%
AA
825
Addison Advisors
Vermont
$1.03M -$14.1K -125 -1%