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 %
PJSIMP
1126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$359K -$1.3K -10 -0.4%
CFS
1127
CRA Financial Services
New Jersey
$359K
SIC
1128
Salem Investment Counselors
North Carolina
$357K -$45.4K -360 -11%
GWSG
1129
GPS Wealth Strategies Group
Colorado
$356K +$69.8K +553 +24%
CT
1130
Colonial Trust
South Carolina
$352K +$25.2K +200 +8%
RWPA
1131
Richard W. Paul & Associates
Michigan
$343K -$4.16K -33 -1%
CCM
1132
Carlson Capital Management
Minnesota
$342K +$14.9K +118 +5%
IIM
1133
Ipswich Investment Management
Massachusetts
$340K
AAM
1134
Aureus Asset Management
Massachusetts
$335K -$527K -4,175 -61%
DC
1135
Diametric Capital
Massachusetts
$334K +$334K +2,651 New
SCM
1136
Sandler Capital Management
New York
$334K
PP
1137
PDS Planning
Ohio
$334K +$28.6K +227 +9%
WP
1138
WMS Partners
Maryland
$333K +$631 +5 +0.2%
SFG
1139
Steward Financial Group
Texas
$332K +$332K +2,638 New
NF
1140
Norwood Financial
Pennsylvania
$331K
HBW
1141
Hazlett, Burt & Watson
West Virginia
$329K +$1.01K +8 +0.3%
MHC
1142
Meyer Handelman Company
New York
$328K
IECM
1143
Intrinsic Edge Capital Management
Illinois
$328K
CCG
1144
Cypress Capital Group
Florida
$327K +$327K +2,596 New
XT
1145
XTX Topco
Cayman Islands
$327K +$327K +2,593 New
ISL
1146
Ingalls & Snyder LLC
New York
$324K
HFG
1147
Heron Financial Group
New York
$323K
WA
1148
WBH Advisory
Maryland
$322K +$7.95K +63 +3%
LIM
1149
Leavell Investment Management
Alabama
$321K
NB
1150
Northwest Bancshares
Pennsylvania
$321K