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 %
EH
876
Equitable Holdings
New York
$893K -$95.4K -756 -10%
V
877
VeraBank
Texas
$890K -$9.46K -75 -1%
ATPW
878
Ashton Thomas Private Wealth
Arizona
$889K +$889K +7,048 New
SHGA
879
Sand Hill Global Advisors
California
$881K
NB
880
Nicolet Bankshares
Wisconsin
$870K -$2.15K -17 -0.2%
CC
881
Centiva Capital
New York
$869K +$869K +6,891 New
MFS
882
Mirabella Financial Services
United Kingdom
$866K +$555K +4,403 +179%
IFWM
883
Institute for Wealth Management
Colorado
$865K -$17.9K -142 -2%
FI
884
Financial Insights
Washington
$863K -$83.1K -659 -9%
LA
885
Legacy Advisors
Pennsylvania
$861K +$861K +6,826 New
WB
886
WesBanco Bank
West Virginia
$857K
BIM
887
Bridges Investment Management
Nebraska
$855K -$2.02M -16,000 -70%
SIA
888
Schechter Investment Advisors
Michigan
$849K -$8.33K -66 -1%
MMA
889
Miracle Mile Advisors
California
$849K
KPWS
890
Kestra Private Wealth Services
Texas
$845K +$287K +2,276 +51%
CAC
891
Certified Advisory Corp
Florida
$844K +$3.03K +24 +0.4%
TAM
892
Townsend Asset Management
North Carolina
$838K
BCAM
893
Boston Common Asset Management
Massachusetts
$838K -$13.4K -106 -2%
GCM
894
Greenland Capital Management
New York
$836K +$836K +6,625 New
APC
895
Aspire Private Capital
North Carolina
$831K +$25K +198 +3%
MWM
896
Meridian Wealth Management
Kentucky
$830K -$27.2K -216 -3%
PSP
897
Principal Street Partners
Tennessee
$829K +$11.6K +92 +1%
SAM
898
Sompo Asset Management
Japan
$821K -$298K -2,360 -27%
GI
899
GAMCO Investors
Connecticut
$820K -$177K -1,400 -18%
CBT
900
Central Bank & Trust
Kentucky
$816K