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 %
RDWM
826
Red Door Wealth Management
Tennessee
$1.04M +$754K +5,976 +260%
PCM
827
Penserra Capital Management
California
$1.04M +$649K +5,155 +165%
MC
828
Maverick Capital
Texas
$1.04M +$1.04M +8,256 New
SFA
829
Sequoia Financial Advisors
Ohio
$1.04M +$295K +2,338 +40%
MCM
830
MAI Capital Management
Ohio
$1.03M +$38.2K +303 +4%
I
831
InceptionR
California
$1.03M -$233K -1,848 -18%
SW
832
SVB Wealth
Massachusetts
$1.03M -$86.9K -689 -8%
SAM
833
Secure Asset Management
Michigan
$1.02M -$35.1K -278 -3%
ACA
834
Anchor Capital Advisors
Massachusetts
$1.02M -$23.3K -185 -2%
RIA
835
Regal Investment Advisors
Michigan
$1.02M -$14.1K -112 -1%
FMAEN1
836
Fund Management at Engine No 1
California
$1.01M +$42.1K +334 +4%
LFA
837
Legend Financial Advisors
Pennsylvania
$1.01M +$1.01M +8,036 New
IA
838
IFP Advisors
Florida
$1.01M +$119K +947 +13%
SWP
839
Stratos Wealth Partners
Ohio
$999K +$88.4K +701 +10%
WJWM
840
Williams Jones Wealth Management
New York
$997K -$8.83K -70 -0.9%
PBO
841
Peoples Bank (Ohio)
Ohio
$995K -$25.9K -205 -3%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$990K +$127K +1,010 +15%
CHC
843
City Holding Co
West Virginia
$983K +$71.3K +565 +8%
GS
844
GTS Securities
New York
$981K +$981K +7,779 New
CT
845
Chicago Trust
Illinois
$981K -$92.7K -735 -9%
HSA
846
HBK Sorce Advisory
Pennsylvania
$975K +$9.71K +77 +1%
ONB
847
Old National Bancorp
Indiana
$974K +$415K +3,286 +74%
RP
848
Riverwater Partners
Wisconsin
$971K -$11.6K -92 -1%
GIA
849
Gladstone Institutional Advisory
Florida
$967K +$654K +5,185 +209%
DZ Bank
850
DZ Bank
Germany
$966K +$541K +4,286 +127%