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 %
BTW
951
Boston Trust Walden
Massachusetts
$666K
SFA
952
Semmax Financial Advisors
North Carolina
$665K +$665K +5,472 New
CAAS
953
Capital Asset Advisory Services
Michigan
$665K -$136K -1,197 -17%
BP
954
Ballentine Partners
Massachusetts
$661K -$9.94K -88 -1%
VFA
955
Voya Financial Advisors
Connecticut
$661K +$16.8K +148 +3%
FFM
956
Forum Financial Management
Illinois
$660K
IIA
957
Integral Investment Advisors
California
$659K +$3.39K +30 +0.5%
SWP
958
Strategic Wealth Partners
Ohio
$657K -$18.9K -167 -3%
GFG
959
Greystone Financial Group
Michigan
$655K -$15.5K -137 -2%
ACA
960
Atlas Capital Advisors
Wyoming
$651K
RCAG
961
Rehmann Capital Advisory Group
Michigan
$651K +$16.9K +150 +3%
NAS
962
Nicolet Advisory Services
Wisconsin
$650K -$73.2K -648 -10%
KOCAA
963
Knights of Columbus Asset Advisors
Connecticut
$650K -$3.29M -29,093 -83%
CCFCSB
964
Cape Cod Five Cents Savings Bank
Massachusetts
$650K +$41.1K +364 +7%
AG
965
AIA Group
Hong Kong
$644K +$644K +5,703 New
WCM
966
Wunderlich Capital Managemnt
Tennessee
$644K +$31.6K +280 +5%
NICM
967
Neo Ivy Capital Management
New York
$640K +$640K +5,668 New
QCG
968
Quadrant Capital Group
Ohio
$638K +$96K +850 +18%
SFP
969
Shepherd Financial Partners
Massachusetts
$634K
PCM
970
Parsons Capital Management
Rhode Island
$633K -$30.5K -270 -5%
TA
971
Tectonic Advisors
Texas
$625K -$8.02K -71 -1%
CF
972
Copperwynd Financial
Arizona
$625K -$19.2K -170 -3%
SFFS
973
Stonehage Fleming Financial Services
Jersey
$623K -$57K -502 -8%
BOS
974
Bank of Stockton
California
$623K
CGL
975
Clarius Group LLC
Washington
$618K -$193K -1,708 -24%