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 %
SW
876
SVB Wealth
Massachusetts
$887K -$31.6K -280 -3%
QI
877
Qtron Investments
Massachusetts
$884K +$202K +1,784 +30%
AIM
878
Aigen Investment Management
New York
$883K +$883K +7,818 New
HI
879
Harbour Investments
Wisconsin
$879K -$62.4K -552 -7%
NRD
880
Nebula Research & Development
New York
$878K +$878K +7,773 New
CIA
881
Cape Investment Advisory
Georgia
$875K -$332K -2,941 -28%
DAS
882
Dynamic Advisor Solutions
Arizona
$870K +$480K +4,247 +123%
PBO
883
Peoples Bank (Ohio)
Ohio
$869K -$21.5K -190 -2%
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$864K +$864K +7,648 New
CBT
885
CoreFirst Bank & Trust
Kansas
$861K +$138K +1,225 +19%
SL
886
Stevard LLC
Illinois
$858K
CT
887
Chicago Trust
Illinois
$855K -$23.7K -210 -3%
ST
888
Spinnaker Trust
Maine
$855K -$9.04K -80 -1%
LC
889
Landaas & Company
Wisconsin
$853K
LFA
890
Legend Financial Advisors
Pennsylvania
$850K -$57.6K -510 -6%
NS
891
NBC Securities
Alabama
$846K +$846K +7,497 New
BCM
892
Brookstone Capital Management
Illinois
$839K -$3.81K -34 -0.5%
TAM
893
Trust Asset Management
Texas
$836K
BAAM
894
Baker Avenue Asset Management
California
$832K -$676K -5,985 -45%
HSA
895
HBK Sorce Advisory
Pennsylvania
$830K -$43K -381 -5%
RP
896
Riverwater Partners
Wisconsin
$828K -$41.5K -367 -5%
APG
897
Abacus Planning Group
South Carolina
$827K
IWS
898
Insight Wealth Strategies
California
$819K +$819K +7,249 New
APC
899
Aspire Private Capital
North Carolina
$818K +$74.1K +656 +10%
IA
900
IFP Advisors
Florida
$818K -$89.1K -789 -10%