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 %
H
1051
HoyleCohen
California
$476K +$97.1K +860 +26%
DC
1052
Diametric Capital
Massachusetts
$475K +$175K +1,553 +59%
OIA
1053
Optimum Investment Advisors
Illinois
$475K +$113 +1 +0%
OWA
1054
Opal Wealth Advisors
New York
$475K +$57.4K +508 +14%
JAFL
1055
Jay A. Fishman Ltd
Michigan
$472K
9WM
1056
9258 Wealth Management
Ohio
$469K +$29.3K +259 +7%
APWM
1057
Argonautica Private Wealth Management
Massachusetts
$466K +$11.4K +101 +3%
FHC
1058
First Heartland Consultants
Missouri
$462K
SIA
1059
SkyView Investment Advisors
New Jersey
$462K +$19.1K +169 +4%
WEG
1060
World Equity Group
Illinois
$461K -$8.13K -72 -2%
KFP
1061
KMG Fiduciary Partners
Ohio
$461K
LI
1062
Lafayette Investments
Maryland
$460K
AI
1063
Ariel Investments
Illinois
$456K +$48K +425 +12%
LWMM
1064
Legacy Wealth Management (Mississippi)
Mississippi
$456K -$20K -177 -4%
FNBOMD
1065
First National Bank of Mount Dora
Florida
$455K -$160K -1,413 -26%
IAA
1066
Ironsides Asset Advisors
North Carolina
$455K
FM
1067
Foster & Motley
Ohio
$452K +$8.58K +76 +2%
WSFS
1068
Wilmington Savings Fund Society
Delaware
$452K
VCP
1069
Vista Capital Partners
Oregon
$452K
RC
1070
RBF Capital
California
$452K
CCA
1071
Checchi Capital Advisers
California
$451K -$68.8K -609 -13%
VFA
1072
Valeo Financial Advisors
Indiana
$451K +$67.6K +598 +18%
CI
1073
CX Institutional
Indiana
$451K -$5.65K -50 -1%
TPWA
1074
TRUE Private Wealth Advisors
Oregon
$450K +$58.9K +521 +15%
AMBIA
1075
Allen Mooney & Barnes Investment Advisors
Georgia
$449K