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 %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$738K -$76.6K -678 -9%
PSC
927
Prentiss Smith & Co
Vermont
$737K +$737K +6,522 New
KWM
928
Kingsview Wealth Management
Oregon
$733K +$92.7K +821 +14%
CBT
929
Central Bank & Trust
Kentucky
$731K
AC
930
AXQ Capital
New Jersey
$723K +$723K +6,400 New
KWA
931
Kingswood Wealth Advisors
California
$723K -$12.5K -35 -2%
ONB
932
Old National Bancorp
Indiana
$718K -$154K -1,366 -18%
CAC
933
Certified Advisory Corp
Florida
$716K -$39.5K -350 -5%
OLVIG
934
Oliver Lagore Vanvalin Investment Group
Michigan
$708K +$261K +2,312 +58%
KPWS
935
Kestra Private Wealth Services
Texas
$705K -$51.2K -453 -7%
TWM
936
Thrive Wealth Management
Pennsylvania
$705K -$126K -1,118 -15%
BC
937
Bowman & Company
Wisconsin
$699K +$58.7K +520 +9%
EAM
938
Eukles Asset Management
Ohio
$696K +$6.55K +58 +0.9%
RCM
939
Radnor Capital Management
Pennsylvania
$692K +$692K +6,124 New
SC
940
Savant Capital
Illinois
$692K +$32.3K +286 +5%
LA
941
Legacy Advisors
Pennsylvania
$688K -$82.9K -734 -11%
WT
942
Whittier Trust
California
$688K +$4.52K +40 +0.7%
KIG
943
Kowal Investment Group
Wisconsin
$688K -$10.6K -94 -2%
IMCOOI
944
Investment Management Corp of Ontario (IMCO)
Canada
$683K +$683K +6,044 New
SGI
945
Summit Global Investments
Utah
$680K -$6.07M -53,724 -90%
IAN
946
Integrated Advisors Network
Texas
$678K -$13.9K -123 -2%
SIA
947
Strategic Investment Advisors
Michigan
$676K -$8.92K -79 -1%
WI
948
Wintrust Investments
Illinois
$676K -$18.8K -166 -3%
MFG
949
Merit Financial Group
Georgia
$675K -$34K -301 -5%
GI
950
GAMCO Investors
Connecticut
$666K -$67.8K -600 -9%