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 %
EGM
1051
Engineers Gate Manager
New York
$487K -$1.32M -10,500 -73%
HWA
1052
Heritage Wealth Advisors
Virginia
$483K +$3.53K +28 +0.7%
WP
1053
WealthSource Partners
California
$481K +$481K +3,813 New
AFT
1054
Alpha Family Trust
California
$480K
SPI
1055
Santori & Peters Inc
Pennsylvania
$479K -$883 -7 -0.2%
PA
1056
Parallel Advisors
California
$474K +$48.2K +382 +11%
FBC
1057
Fairfield, Bush & Co
Connecticut
$472K -$88.3K -700 -16%
OWA
1058
Opal Wealth Advisors
New York
$466K -$75.9K -602 -14%
FHA
1059
Flagship Harbor Advisors
Massachusetts
$465K -$15.9K -126 -3%
CWA
1060
Centennial Wealth Advisory
Michigan
$463K +$463K +3,672 New
LRWA
1061
Long Run Wealth Advisors
New York
$463K
WPW
1062
Waldron Private Wealth
Pennsylvania
$461K -$221K -1,749 -32%
SBH
1063
Segall Bryant & Hamill
Illinois
$459K -$6.56K -52 -1%
AI
1064
Ariel Investments
Illinois
$456K +$53.5K +424 +13%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$455K +$196K +1,553 +76%
EP
1066
EPIQ Partners
Minnesota
$452K
EWA
1067
EverSource Wealth Advisors
Alabama
$452K -$12.6K -100 -3%
EAM
1068
Empirical Asset Management
Massachusetts
$451K +$451K +3,574 New
FPIS
1069
Financial Planning & Information Services
Wisconsin
$448K
CC
1070
Cannell & Co
New York
$444K
DA
1071
Drake & Associates
Wisconsin
$444K +$78.6K +623 +22%
MLL
1072
Moody Lynn & Lieberson
Massachusetts
$439K
WPC
1073
Wedmont Private Capital
Pennsylvania
$437K +$41K +320 +10%
TPWA
1074
TRUE Private Wealth Advisors
Oregon
$437K +$9.84K +78 +2%
DAS
1075
Dynamic Advisor Solutions
Arizona
$436K +$119K +942 +37%