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 %
FIM
926
Freedom Investment Management
Connecticut
$740K +$29.3K +232 +4%
FFM
927
Forum Financial Management
Illinois
$737K +$87.3K +692 +13%
SC
928
Savant Capital
Illinois
$737K -$4.04K -32 -0.5%
TCA
929
Transcend Capital Advisors
New Jersey
$735K +$26.6K +211 +4%
IIA
930
Integral Investment Advisors
California
$733K -$2.65K -21 -0.4%
IAA
931
Independent Advisor Alliance
North Carolina
$728K +$21.4K +170 +3%
ACA
932
Atlas Capital Advisors
Wyoming
$727K
BAM
933
Blueshift Asset Management
New Jersey
$724K +$724K +5,741 New
AG
934
Ascent Group
Virginia
$722K +$722K +5,769 New
SW
935
SkyOak Wealth
Michigan
$720K -$48.4K -384 -6%
CF
936
Copperwynd Financial
Arizona
$719K +$10.3K +82 +1%
KWM
937
Kingsview Wealth Management
Oregon
$716K -$74.3K -589 -9%
BC
938
Bowman & Company
Wisconsin
$716K +$16K +127 +2%
SFP
939
Shepherd Financial Partners
Massachusetts
$708K -$1.14K -9 -0.2%
RCAG
940
Rehmann Capital Advisory Group
Michigan
$708K -$39.5K -313 -5%
TA
941
Tectonic Advisors
Texas
$707K -$466K -3,695 -40%
VFA
942
Voya Financial Advisors
Connecticut
$703K -$7.44K -60 -1%
CWM
943
Chesapeake Wealth Management
Virginia
$691K -$1.89K -15 -0.3%
CG
944
CFO4Life Group
Texas
$691K +$4.79K +38 +0.7%
BOS
945
Bank of Stockton
California
$688K -$1.89K -15 -0.3%
FNBOMD
946
First National Bank of Mount Dora
Florida
$687K -$500K -3,963 -42%
CS
947
Comerica Securities
Michigan
$686K +$443K +3,514 +183%
JFGIW
948
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$686K -$344K -2,725 -33%
LCM
949
LVM Capital Management
Michigan
$684K
WIA
950
Westbourne Investment Advisors
Maryland
$683K -$45.8K -363 -6%