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 %
ST
851
Spinnaker Trust
Maine
$965K -$4.54K -36 -0.5%
SL
852
Stevard LLC
Illinois
$959K
VWM
853
Venturi Wealth Management
Texas
$953K -$2.4K -19 -0.3%
FI
854
Fosun International
China
$953K -$291K -2,310 -23%
HS
855
HighVista Strategies
Massachusetts
$953K +$236K +1,871 +33%
LC
856
Landaas & Company
Wisconsin
$952K
AAP
857
Arax Advisory Partners
Colorado
$951K +$2.27K +18 +0.2%
PCM
858
Poehling Capital Management
Wisconsin
$948K -$543K -4,308 -36%
BCM
859
Brookstone Capital Management
Illinois
$943K -$204K -1,633 -18%
CI
860
Cigna Investments
Connecticut
$937K +$20.9K +166 +2%
CW
861
CreativeOne Wealth
Kansas
$936K +$712K +5,639 +317%
PA
862
Profund Advisors
Maryland
$935K -$3.33M -26,403 -78%
TAM
863
Trust Asset Management
Texas
$934K
LT
864
Legacy Trust
Michigan
$930K -$14.3K -113 -2%
TWM
865
Thrive Wealth Management
Pennsylvania
$929K -$26.7K -212 -3%
TRCT
866
Tower Research Capital (TRC)
New York
$927K -$949K -7,521 -51%
APG
867
Abacus Planning Group
South Carolina
$924K
AIP
868
Ameritas Investment Partners
Nebraska
$924K -$1.74M -13,797 -65%
AI
869
AXS Investments
New York
$919K +$868K +6,877 +1,698%
CC
870
Cadinha & Co
Hawaii
$918K +$18.3K +145 +2%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$909K -$360K -2,856 -28%
CGL
872
Clarius Group LLC
Washington
$905K +$35.1K +278 +4%
CAAS
873
Capital Asset Advisory Services
Michigan
$902K +$149K +1,164 +20%
MGIA
874
Moneta Group Investment Advisors
Missouri
$900K +$289K +2,292 +47%
MPM
875
Meritage Portfolio Management
Kansas
$895K -$1.01K -8 -0.1%