1,427 hedge funds and large institutions have $63.3B invested in Fiserv in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 466 increasing their positions, 616 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.41%
New
125
Increased
466
Reduced
616
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
1026
Vista Capital Partners
Oregon
$452K
RC
1027
RBF Capital
California
$452K
WSFS
1028
Wilmington Savings Fund Society
Delaware
$452K
APWM
1029
Argonautica Private Wealth Management
Massachusetts
$451K
AMBIA
1030
Allen Mooney & Barnes Investment Advisors
Georgia
$450K
HI
1031
HBK Investments
Texas
$449K +$449K +3,973 New
CFG
1032
Cooper Financial Group
California
$445K +$18.3K +162 +4%
CCM
1033
CAAS Capital Management
New York
$441K +$441K +3,900 New
MFS
1034
Madrona Financial Services
Washington
$439K +$2.94K +26 +0.7%
FHA
1035
Flagship Harbor Advisors
Massachusetts
$431K -$565 -5 -0.1%
AFT
1036
Alpha Family Trust
California
$430K
SPI
1037
Santori & Peters Inc
Pennsylvania
$430K -$71.2K -630 -14%
HWA
1038
Heritage Wealth Advisors
Virginia
$430K
RSA
1039
River Street Advisors
Illinois
$426K +$7.46K +66 +2%
SOW
1040
State of Wyoming
Wyoming
$421K +$334K +2,951 +380%
OIA
1041
Optimum Investment Advisors
Illinois
$418K +$36.7K +325 +10%
SBH
1042
Segall Bryant & Hamill
Illinois
$417K -$16.6K -147 -4%
EWA
1043
EverSource Wealth Advisors
Alabama
$416K -$81.6K -722 -16%
LRWA
1044
Long Run Wealth Advisors
New York
$414K
ETIA
1045
Epic Trust Investment Advisors
Washington
$414K -$182K -1,613 -31%
YIA
1046
YHB Investment Advisors
Connecticut
$411K +$16.2K +143 +4%
MWM
1047
Moran Wealth Management
Florida
$411K -$94K -832 -19%
EP
1048
EPIQ Partners
Minnesota
$405K +$63.3K +560 +19%
SPP
1049
Single Point Partners
Massachusetts
$403K +$7.46K +66 +2%
MIA
1050
MMBG Investment Advisors
Florida
$402K