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 %
AR
1126
Apeiron RIA
Texas
$363K +$10.2K +90 +3%
CWA
1127
Centennial Wealth Advisory
Michigan
$363K -$52.1K -461 -13%
BAM
1128
Blueshift Asset Management
New Jersey
$362K -$286K -2,533 -44%
MAM
1129
Marotta Asset Management
Virginia
$361K
CL
1130
COWA LLC
Oklahoma
$360K
FC
1131
Forte Capital
New York
$357K +$33.9K +300 +10%
TSS
1132
Two Sigma Securities
New York
$356K +$356K +3,155 New
OL
1133
Optas LLC
Texas
$353K -$242K -2,142 -41%
CT
1134
Clearstead Trust
Maine
$353K -$1.47K -13 -0.4%
CWS
1135
Confluence Wealth Services
Pennsylvania
$352K -$8.7K -77 -2%
FBC
1136
Fairfield, Bush & Co
Connecticut
$349K -$73.4K -650 -17%
RP
1137
Riverbridge Partners
Minnesota
$348K
PCM
1138
Pointe Capital Management
Michigan
$346K +$2.49K +22 +0.7%
WA
1139
Wambolt & Associates
Colorado
$344K +$18.6K +165 +6%
PP
1140
Paloma Partners
Connecticut
$343K -$1.62M -14,307 -82%
LCGC
1141
Legacy Capital Group California
California
$342K +$226 +2 +0.1%
BFG
1142
Beacon Financial Group
Texas
$342K +$43.5K +358 +15%
WTC
1143
WhitTier Trust Company
Nevada
$340K
WCA
1144
Waypoint Capital Advisors
Minnesota
$339K -$2.6K -23 -0.8%
MA
1145
MONECO Advisors
Connecticut
$339K -$1.36K -12 -0.4%
FNFDCM
1146
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$338K
LRWA
1147
Long Run Wealth Advisors
New York
$338K -$76.6K -678 -18%
RWM
1148
Ritholtz Wealth Management
New York
$337K -$3.28K -29 -1%
ACM
1149
Advisors Capital Management
New Jersey
$335K +$113 +1 +0%
JWM
1150
JGP Wealth Management
Oregon
$335K +$226 +2 +0.1%