1,578 hedge funds and large institutions have $72.7B invested in Fiserv in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 546 increasing their positions, 618 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+97
Holders Change %
+6.55%
% of All Funds
23.13%
Holding in Top 10
91
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.39%
% of All Funds
1.33%
New
196
Increased
546
Reduced
618
Closed
83
Calls
$382M
Puts
$476M
Net Calls
-$93.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
UW
976
Unique Wealth
Florida
$757K +$126K +948 +20%
SWP
977
Strategic Wealth Partners
Ohio
$756K -$16.7K -126 -2%
KOCAA
978
Knights of Columbus Asset Advisors
Connecticut
$753K -$11.7K -88 -2%
SP
979
Stonebrook Private
Michigan
$751K +$751K +5,657 New
BFG
980
Beacon Financial Group
Texas
$747K +$373K +2,805 +100%
SFP
981
Shepherd Financial Partners
Massachusetts
$745K
MC
982
Machina Capital
France
$744K -$1.85M -13,926 -71%
PCM
983
Parsons Capital Management
Rhode Island
$744K
OC
984
Oppenheimer & Co
New York
$743K +$114K +860 +18%
MWM
985
Meridian Wealth Management
Kentucky
$738K -$804K -6,053 -52%
NAS
986
Nicolet Advisory Services
Wisconsin
$737K -$26.5K -200 -3%
SGI
987
Summit Global Investments
Utah
$736K -$63.9K -481 -8%
CF
988
Copperwynd Financial
Arizona
$735K -$266 -2 -0%
MWM
989
Modera Wealth Management
New Jersey
$734K +$11.2K +84 +2%
SMC
990
Smith, Moore & Co
Missouri
$734K +$53.1K +400 +8%
SIA
991
Strategic Investment Advisors
Michigan
$732K -$63K -474 -8%
FFM
992
Forum Financial Management
Illinois
$724K -$52.1K -392 -7%
CG
993
CFO4Life Group
Texas
$721K -$1.06K -8 -0.1%
LCM
994
LVM Capital Management
Michigan
$721K
OFG
995
Oxford Financial Group
Indiana
$711K +$435K +3,276 +158%
WT
996
Whittier Trust
California
$707K -$102K -767 -13%
UCB
997
United Community Bank
South Carolina
$704K -$7.44K -56 -1%
DFG
998
Delta Financial Group
New Jersey
$703K
FAT
999
First American Trust
California
$695K +$8.5K +64 +1%
WIA
1000
Westbourne Investment Advisors
Maryland
$684K