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 %
VIM
976
Vista Investment Management
Pennsylvania
$622K -$15.3K -121 -2%
EIP
977
Ellis Investment Partners
Pennsylvania
$622K +$50.5K +400 +9%
Federated Hermes
978
Federated Hermes
Pennsylvania
$616K +$101K +797 +19%
VSQM
979
V-Square Quantitative Management
Illinois
$614K +$614K +4,866 New
EWS
980
Evergreen Wealth Solutions
Pennsylvania
$606K +$40.5K +321 +7%
MAM
981
Mystic Asset Management
Rhode Island
$606K -$4.42K -35 -0.7%
PCMC
982
Paragon Capital Management (Colorado)
Colorado
$606K
QCG
983
Quadrant Capital Group
Ohio
$605K -$9.97K -79 -2%
OC
984
Oppenheimer & Co
New York
$600K -$2.52K -20 -0.4%
TCM
985
Tributary Capital Management
Nebraska
$590K -$16.4K -130 -3%
RGC
986
Roberts, Glore & Co
Illinois
$589K -$15.1K -120 -3%
SP
987
Symmetry Partners
Connecticut
$586K
DJSG
988
D.J. St. Germain
Massachusetts
$585K +$585K +4,635 New
OA
989
Operose Advisors
Wisconsin
$585K +$465K +3,684 +388%
RPCONE
990
Retirement Planning Company of New England
Rhode Island
$583K -$66.9K -530 -10%
CIG
991
Cascade Investment Group
Colorado
$582K +$15K +119 +3%
GAG
992
GM Advisory Group
New York
$582K +$582K +4,613 New
CCA
993
Checchi Capital Advisers
California
$581K +$3.03K +24 +0.5%
1SB
994
1ST Source Bank
Indiana
$577K -$17.7K -140 -3%
LWAM
995
Legacy Wealth Asset Management
Minnesota
$573K -$2.65K -21 -0.5%
HH
996
Hilltop Holdings
Texas
$571K -$72.4K -574 -11%
CCM
997
Condor Capital Management
New Jersey
$567K
FIA
998
Foundations Investment Advisors
Arizona
$566K -$28.8K -228 -5%
CA
999
Crumly & Associates
Illinois
$565K -$82.6K -655 -13%
SIM
1000
Sentry Investment Management
Wisconsin
$564K +$33K +261 +6%