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 %
Empower Advisory Group
1076
Empower Advisory Group
Colorado
$432K -$1.64K -13 -0.4%
CPC
1077
Cookson Peirce & Co
Pennsylvania
$432K -$15K -119 -3%
VFA
1078
Valeo Financial Advisors
Indiana
$429K +$33.2K +263 +8%
RC
1079
Roundview Capital
New Jersey
$427K +$5.3K +42 +1%
GA
1080
Geller Advisors
New York
$426K +$68.5K +543 +19%
PWM
1081
Palumbo Wealth Management
New York
$426K +$426K +3,375 New
RIA
1082
Realta Investment Advisors
Delaware
$425K +$115K +915 +37%
GD
1083
Grandfield & Dodd
New York
$424K +$126 +1 +0%
H
1084
HoyleCohen
California
$423K -$12.5K -99 -3%
T
1085
TOBAM
France
$422K +$36.4K +289 +9%
FCBT
1086
First Citizens Bank & Trust
North Carolina
$420K -$10.8K -86 -3%
WA
1087
Wealth Alliance
New York
$418K +$34.4K +273 +9%
HAG
1088
HF Advisory Group
Maryland
$416K -$14.1K -112 -3%
ILI
1089
Invesco LLC (Illinois)
Illinois
$414K +$414K +3,282 New
LWP
1090
Lumature Wealth Partners
Georgia
$414K +$16K +127 +4%
LFAS
1091
Level Four Advisory Services
Texas
$413K -$107K -850 -21%
SCA
1092
Stonebridge Capital Advisors
Minnesota
$412K
MC
1093
Matisse Capital
Oregon
$410K
BCM
1094
Becker Capital Management
Oregon
$409K -$8.83K -70 -2%
WP
1095
Waycross Partners
Kentucky
$404K
MAM
1096
Marotta Asset Management
Virginia
$404K +$404K +3,200 New
CWS
1097
Confluence Wealth Services
Pennsylvania
$403K -$5.55K -44 -1%
CL
1098
COWA LLC
Oklahoma
$402K +$11.4K +90 +3%
CT
1099
Clearstead Trust
Maine
$396K +$41K +325 +12%
AR
1100
Apeiron RIA
Texas
$394K +$13.4K +106 +4%