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 %
TFA
1026
Transamerica Financial Advisors
Florida
$518K -$69.7K -616 -12%
RF
1027
Rollins Financial
Georgia
$517K +$517K +4,577 New
TCM
1028
Tributary Capital Management
Nebraska
$517K -$11.3K -100 -2%
LWAM
1029
Legacy Wealth Asset Management
Minnesota
$515K +$1.92K +17 +0.4%
CCM
1030
Condor Capital Management
New Jersey
$509K +$1.13K +10 +0.2%
UM
1031
UniSuper Management
Australia
$508K +$11.3K +100 +2%
MM
1032
MQS Management
New York
$503K +$503K +4,450 New
CA
1033
Crumly & Associates
Illinois
$502K -$3.5K -31 -0.7%
NP
1034
NorthRock Partners
Minnesota
$502K +$39.5K +350 +9%
MAM
1035
Mystic Asset Management
Rhode Island
$496K -$46.3K -410 -9%
KWA
1036
KCS Wealth Advisory
California
$496K -$1.47K -13 -0.3%
HIG
1037
Herr Investment Group
Texas
$494K
PSP
1038
Principal Street Partners
Tennessee
$489K -$253K -2,237 -34%
PM
1039
Penbrook Management
New York
$489K
TCA
1040
Transcend Capital Advisors
New Jersey
$487K -$171K -1,515 -26%
HH
1041
Hilltop Holdings
Texas
$487K -$23.7K -210 -5%
RPCONE
1042
Retirement Planning Company of New England
Rhode Island
$486K -$36.7K -325 -7%
CNBTD
1043
Citizens National Bank Trust Department
Mississippi
$486K
FNBTCON
1044
First National Bank & Trust Co of Newtown
Pennsylvania
$483K
OHWP
1045
Oak Harbor Wealth Partners
North Carolina
$483K +$3.05K +27 +0.6%
EFL
1046
ERn Financial LLC
Wisconsin
$481K +$1.02K +9 +0.2%
CI
1047
Conning Inc
Connecticut
$480K
EP
1048
Edgestream Partners
New Jersey
$480K +$480K +4,250 New
BFO
1049
Boston Family Office
Massachusetts
$477K
CBNLCF
1050
Cognios Beta Neutral Large Cap Fund
Kansas
$476K +$476K +4,217 New