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 %
TIA
1001
Tiemann Investment Advisors
California
$564K +$2.52K +20 +0.4%
UAML
1002
US Asset Management LLC
Pennsylvania
$561K
KWA
1003
KCS Wealth Advisory
California
$555K
UM
1004
UniSuper Management
Australia
$555K +$555K +4,400 New
HIG
1005
Herr Investment Group
Texas
$552K
CPA
1006
Court Place Advisors
Maryland
$551K
EI
1007
Ellevest Inc
New York
$548K +$8.2K +65 +2%
PM
1008
Penbrook Management
New York
$546K -$12.6K -100 -2%
CNBTD
1009
Citizens National Bank Trust Department
Mississippi
$542K
FNBTCON
1010
First National Bank & Trust Co of Newtown
Pennsylvania
$540K
PIM
1011
Penobscot Investment Management
Massachusetts
$539K +$261K +2,070 +94%
LP
1012
LMR Partners
United Kingdom
$538K +$538K +4,265 New
CI
1013
Conning Inc
Connecticut
$536K -$65.6K -520 -11%
AP
1014
AtonRa Partners
Switzerland
$536K -$8.2K -65 -2%
OHWP
1015
Oak Harbor Wealth Partners
North Carolina
$536K -$37.3K -296 -7%
EFL
1016
ERn Financial LLC
Wisconsin
$536K
EF
1017
Empowered Funds
Pennsylvania
$535K +$214K +1,696 +67%
EST
1018
EA Series Trust
Pennsylvania
$535K +$535K +4,244 New
APP
1019
Avantax Planning Partners
Iowa
$535K
BFO
1020
Boston Family Office
Massachusetts
$532K
LWMM
1021
Legacy Wealth Management (Mississippi)
Mississippi
$531K -$3.91K -31 -0.7%
OIA
1022
Optimum Investment Advisors
Illinois
$530K +$63.1K +500 +14%
JAFL
1023
Jay A. Fishman Ltd
Michigan
$527K
WEG
1024
World Equity Group
Illinois
$524K -$344K -2,723 -40%
IP
1025
Intellectus Partners
California
$517K