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 %
BBA
1001
Baader Bank Aktiengesellschaft
Germany
$558K +$558K +4,961 New
EIP
1002
Ellis Investment Partners
Pennsylvania
$557K
LFAS
1003
Level Four Advisory Services
Texas
$555K +$185K +1,635 +50%
MA
1004
Mutual Advisors
Nebraska
$554K -$114K -1,008 -17%
FIM
1005
Freedom Investment Management
Connecticut
$551K -$112K -990 -17%
CG
1006
Cutler Group
California
$548K -$1.18M -10,452 -68%
ECM
1007
Evergreen Capital Management
Washington
$545K -$24.7K -219 -4%
WAG
1008
Wallace Advisory Group
California
$543K -$26.2K -208 -5%
PCMC
1009
Paragon Capital Management (Colorado)
Colorado
$542K
UW
1010
Unique Wealth
Florida
$536K +$319K +2,824 +147%
OC
1011
Oppenheimer & Co
New York
$534K -$3.39K -30 -0.6%
SPC
1012
Sigma Planning Corp
Michigan
$529K +$529K +4,682 New
RGC
1013
Roberts, Glore & Co
Illinois
$527K
PFGIA
1014
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$65.3K +578 +14%
1SB
1015
1ST Source Bank
Indiana
$526K +$9.04K +80 +2%
BFM
1016
Boothbay Fund Management
New York
$526K +$526K +4,653 New
CIG
1017
Cascade Investment Group
Colorado
$524K +$2.71K +24 +0.5%
CIA
1018
Capital Investment Advisors
Georgia
$523K -$76.5K -677 -13%
VIM
1019
Vista Investment Management
Pennsylvania
$522K -$34.7K -307 -6%
DJSG
1020
D.J. St. Germain
Massachusetts
$522K -$1.92K -17 -0.4%
EWS
1021
Evergreen Wealth Solutions
Pennsylvania
$521K -$21.2K -188 -4%
GAG
1022
GM Advisory Group
New York
$521K
FIA
1023
Foundations Investment Advisors
Arizona
$519K +$12.1K +107 +2%
CA
1024
Continuum Advisory
Idaho
$519K +$56.8K +503 +12%
IP
1025
Intellectus Partners
California
$519K +$56.3K +498 +12%