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 %
NP
1026
NorthRock Partners
Minnesota
$516K -$38K -301 -7%
CA
1027
Continuum Advisory
Idaho
$516K +$4.16K +33 +0.8%
FHC
1028
First Heartland Consultants
Missouri
$516K -$378 -3 -0.1%
PFGIA
1029
Patriot Financial Group Insurance Agency
Massachusetts
$515K -$18.5K -147 -3%
KFP
1030
KMG Fiduciary Partners
Ohio
$515K +$515K +4,080 New
SC
1031
Steph & Co
Wisconsin
$514K -$2.15K -17 -0.4%
LI
1032
Lafayette Investments
Maryland
$514K
WAG
1033
Wallace Advisory Group
California
$510K
CI
1034
CX Institutional
Indiana
$510K +$64.2K +509 +14%
APWM
1035
Argonautica Private Wealth Management
Massachusetts
$508K +$4.16K +33 +0.8%
IAA
1036
Ironsides Asset Advisors
North Carolina
$508K -$20.2K -160 -4%
CC
1037
Copperleaf Capital
North Carolina
$507K -$88.8K -704 -15%
WSFS
1038
Wilmington Savings Fund Society
Delaware
$505K
VCP
1039
Vista Capital Partners
Oregon
$505K
RC
1040
RBF Capital
California
$505K
AMBIA
1041
Allen Mooney & Barnes Investment Advisors
Georgia
$502K
CIA
1042
Citadel Investment Advisory
Ohio
$501K -$15.1K -120 -3%
OLVIG
1043
Oliver Lagore Vanvalin Investment Group
Michigan
$499K +$414K +3,280 +487%
JWM
1044
Jackson Wealth Management
Florida
$496K +$496K +3,933 New
FM
1045
Foster & Motley
Ohio
$495K +$229K +1,815 +86%
SIA
1046
SkyView Investment Advisors
New Jersey
$494K +$494K +3,918 New
9WM
1047
9258 Wealth Management
Ohio
$492K +$70.8K +561 +17%
FA
1048
FDx Advisors
Illinois
$491K -$542K -4,293 -52%
MFS
1049
Madrona Financial Services
Washington
$488K -$2.65K -21 -0.5%
KFP
1050
KB Financial Partners
New Jersey
$487K +$446K +3,534 +1,084%