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 %
Empower Advisory Group
1101
Empower Advisory Group
Colorado
$395K +$7.68K +68 +2%
MLL
1102
Moody Lynn & Lieberson
Massachusetts
$393K
MIA
1103
MMBG Investment Advisors
Florida
$390K
GWSG
1104
GPS Wealth Strategies Group
Colorado
$388K +$69K +611 +22%
WPW
1105
Waldron Private Wealth
Pennsylvania
$387K -$25.4K -225 -6%
BCM
1106
Becker Capital Management
Oregon
$385K +$18.9K +167 +5%
RC
1107
Roundview Capital
New Jersey
$383K
FCBT
1108
First Citizens Bank & Trust
North Carolina
$382K +$6.21K +55 +2%
GCM
1109
Graham Capital Management
Connecticut
$382K -$7.86M -69,591 -95%
CPC
1110
Cookson Peirce & Co
Pennsylvania
$380K -$7.01K -62 -2%
GD
1111
Grandfield & Dodd
New York
$380K
CWP
1112
Curated Wealth Partners
California
$379K +$163K +1,444 +76%
BCM
1113
Bayesian Capital Management
New York
$378K +$378K +3,349 New
GA
1114
Geller Advisors
New York
$377K -$4.18K -37 -1%
BFM
1115
Boston Financial Management
Massachusetts
$376K +$34.8K +308 +10%
FCI
1116
Financial Counselors Inc
Kansas
$375K +$375K +3,316 New
GIP
1117
Greatmark Investment Partners
Georgia
$374K -$339K -3,000 -48%
SYBT
1118
Stock Yards Bank & Trust
Kentucky
$372K -$339K -3,005 -48%
SCA
1119
Stonebridge Capital Advisors
Minnesota
$369K
NGA
1120
Naples Global Advisors
Florida
$368K +$23.8K +211 +7%
EWA
1121
EverSource Wealth Advisors
Alabama
$368K -$37.1K -328 -9%
MC
1122
Matisse Capital
Oregon
$367K
ILI
1123
Invesco LLC (Illinois)
Illinois
$366K -$4.41K -39 -1%
RDWM
1124
Red Door Wealth Management
Tennessee
$365K -$569K -5,038 -61%
WIS
1125
Wright Investors Service
Connecticut
$365K -$359K -3,180 -50%