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 %
CC
1076
Copperleaf Capital
North Carolina
$448K -$6.1K -54 -1%
TIA
1077
Tiemann Investment Advisors
California
$446K -$59.3K -525 -12%
CIA
1078
Citadel Investment Advisory
Ohio
$445K
PA
1079
Parallel Advisors
California
$444K +$19.7K +174 +5%
WP
1080
WealthSource Partners
California
$442K +$11.5K +102 +3%
KFP
1081
KB Financial Partners
New Jersey
$439K +$2.49K +22 +0.6%
MFS
1082
Madrona Financial Services
Washington
$436K -$565 -5 -0.1%
WPC
1083
Wedmont Private Capital
Pennsylvania
$430K +$39.6K +346 +10%
AFT
1084
Alpha Family Trust
California
$430K
SPI
1085
Santori & Peters Inc
Pennsylvania
$429K
WA
1086
Wealth Alliance
New York
$428K +$53.5K +474 +14%
FHA
1087
Flagship Harbor Advisors
Massachusetts
$426K +$8.81K +78 +2%
RIA
1088
Realta Investment Advisors
Delaware
$425K
PFBT
1089
Parkside Financial Bank & Trust
Missouri
$421K +$13.2K +117 +3%
SC
1090
Steph & Co
Wisconsin
$417K -$43.3K -383 -9%
AP
1091
AtonRa Partners
Switzerland
$413K -$67.6K -598 -14%
SP
1092
Symmetry Partners
Connecticut
$412K -$113K -1,000 -22%
EP
1093
EPIQ Partners
Minnesota
$405K
HWA
1094
Heritage Wealth Advisors
Virginia
$401K -$31.4K -278 -7%
FPIS
1095
Financial Planning & Information Services
Wisconsin
$401K
HAG
1096
HF Advisory Group
Maryland
$400K +$18.6K +161 +5%
SIM
1097
Sentry Investment Management
Wisconsin
$400K -$105K -927 -21%
CC
1098
Cannell & Co
New York
$398K
KWM
1099
KFG Wealth Management
Indiana
$396K +$49.6K +439 +14%
DA
1100
Drake & Associates
Wisconsin
$395K -$2.26K -20 -0.6%