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 %
WIS
901
Wright Investors Service
Connecticut
$809K -$51.2K -406 -6%
CBT
902
CoreFirst Bank & Trust
Kansas
$807K
MCA
903
Magnolia Capital Advisors
Mississippi
$803K -$505 -4 -0.1%
NAS
904
Nicolet Advisory Services
Wisconsin
$803K -$6.14K -49 -0.8%
IIA
905
IPG Investment Advisors
California
$799K +$799K +6,330 New
GIP
906
Greatmark Investment Partners
Georgia
$796K +$796K +6,310 New
SYBT
907
Stock Yards Bank & Trust
Kentucky
$795K -$235K -1,865 -23%
MFG
908
Merit Financial Group
Georgia
$791K +$104K +827 +15%
BPA
909
Beacon Pointe Advisors
California
$790K -$1.05M -8,311 -57%
KIG
910
Kowal Investment Group
Wisconsin
$780K -$13.4K -106 -2%
WI
911
Wintrust Investments
Illinois
$776K -$25.2K -200 -3%
IAN
912
Integrated Advisors Network
Texas
$773K -$8.7K -69 -1%
EAM
913
Eukles Asset Management
Ohio
$770K +$6.94K +55 +0.9%
SIA
914
Strategic Investment Advisors
Michigan
$765K -$21.8K -173 -3%
WT
915
Whittier Trust
California
$763K
QI
916
Qtron Investments
Massachusetts
$762K
SWP
917
Strategic Wealth Partners
Ohio
$755K +$420K +3,330 +126%
BP
918
Ballentine Partners
Massachusetts
$750K +$8.58K +68 +1%
GFG
919
Greystone Financial Group
Michigan
$749K +$749K +5,937 New
ECM
920
ExodusPoint Capital Management
New York
$747K +$747K +5,918 New
MA
921
Mutual Advisors
Nebraska
$746K +$2.52K +20 +0.3%
BTW
922
Boston Trust Walden
Massachusetts
$743K
SFFS
923
Stonehage Fleming Financial Services
Jersey
$743K +$101K +812 +16%
PCM
924
Parsons Capital Management
Rhode Island
$741K -$126 -1 -0%
APM
925
Advanced Portfolio Management
New York
$741K +$741K +5,871 New