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 %
SW
976
SkyOak Wealth
Michigan
$617K -$27.8K -246 -4%
OWA
977
Outlook Wealth Advisors
Texas
$615K +$14.8K +131 +2%
MWM
978
Modera Wealth Management
New Jersey
$615K +$13.7K +121 +2%
CS
979
Comerica Securities
Michigan
$615K +$113 +1 +0%
CG
980
CFO4Life Group
Texas
$614K -$4.18K -37 -0.7%
JFGIW
981
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K
LCM
982
LVM Capital Management
Michigan
$613K
UCB
983
United Community Bank
South Carolina
$605K +$39K +345 +7%
LC
984
Lindbrook Capital
California
$603K +$14.3K +127 +2%
FI
985
Financial Insights
Washington
$600K -$178K -1,568 -23%
AssetMark Inc
986
AssetMark Inc
California
$599K +$22.8K +202 +4%
DFG
987
Delta Financial Group
New Jersey
$598K +$598K +5,293 New
EF
988
Empowered Funds
Pennsylvania
$592K +$113K +1,000 +24%
BA
989
Bridge Advisory
California
$588K +$678 +6 +0.1%
FAT
990
First American Trust
California
$584K -$22.7K -201 -4%
WIA
991
Westbourne Investment Advisors
Maryland
$582K -$29.6K -262 -5%
NB
992
NBT Bank
New York
$582K -$13.4K -119 -2%
SC
993
Syon Capital
California
$580K +$580K +5,131 New
SMC
994
Smith, Moore & Co
Missouri
$579K +$16.6K +147 +3%
MYIA
995
Mount Yale Investment Advisors
Colorado
$578K -$2.82K -25 -0.5%
JMFC
996
J.M. Forbes & Co
Massachusetts
$576K
MC
997
Maverick Capital
Texas
$575K -$358K -3,169 -38%
CWM
998
Chesapeake Wealth Management
Virginia
$567K -$51.1K -452 -8%
CW
999
CreativeOne Wealth
Kansas
$562K -$277K -2,450 -33%
PWP
1000
Principle Wealth Partners
Connecticut
$561K