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 %
WCM
951
Wunderlich Capital Managemnt
Tennessee
$683K +$154K +1,220 +29%
CCFCSB
952
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$4.02M -31,889 -86%
FAT
953
First American Trust
California
$677K +$2.27K +18 +0.3%
AWP
954
Abacus Wealth Partners
California
$674K +$631 +5 +0.1%
FRM
955
Fox Run Management
Connecticut
$672K -$174K -1,380 -21%
EFS
956
Econ Financial Services
Pennsylvania
$672K -$672K -5,327 -50%
MWM
957
Modera Wealth Management
New Jersey
$671K +$359K +2,849 +115%
OWA
958
Outlook Wealth Advisors
Texas
$671K +$41K +325 +7%
CIA
959
Capital Investment Advisors
Georgia
$670K -$4.54K -36 -0.7%
OL
960
Optas LLC
Texas
$665K +$3.53K +28 +0.5%
NB
961
NBT Bank
New York
$665K -$51.1K -405 -7%
LC
962
Lindbrook Capital
California
$657K -$1.14K -9 -0.2%
TFA
963
Transamerica Financial Advisors
Florida
$656K -$1.52K -12 -0.2%
BA
964
Bridge Advisory
California
$656K
YDMI
965
Y.D. More Investments
Israel
$656K -$169K -1,337 -20%
OC
966
Oakworth Capital
Alabama
$650K +$637K +5,046 +4,629%
CW
967
Connectus Wealth
Ohio
$649K +$12K +95 +2%
MYIA
968
Mount Yale Investment Advisors
Colorado
$648K -$1.97M -15,605 -75%
Canada Pension Plan Investment Board
969
Canada Pension Plan Investment Board
Ontario, Canada
$647K -$3.13M -24,821 -83%
AssetMark Inc
970
AssetMark Inc
California
$643K +$52K +412 +9%
JMFC
971
J.M. Forbes & Co
Massachusetts
$643K
ECM
972
Evergreen Capital Management
Washington
$636K -$57.4K -455 -8%
UCB
973
United Community Bank
South Carolina
$632K -$35.3K -280 -5%
SMC
974
Smith, Moore & Co
Missouri
$628K +$101K +798 +19%
PWP
975
Principle Wealth Partners
Connecticut
$626K -$4.67K -37 -0.7%