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 %
CFO
1151
CVA Family Office
Colorado
$320K -$1.77K -14 -0.5%
AT
1152
Arden Trust
Delaware
$320K -$101K -801 -24%
PWPS
1153
Pinnacle Wealth Planning Services
Ohio
$320K -$1.01K -8 -0.3%
SIA
1154
Soltis Investment Advisors
Utah
$316K -$99.3K -787 -24%
EDRH
1155
Edmond de Rothschild Holding
Switzerland
$315K
VVP
1156
Venture Visionary Partners
Ohio
$313K
BC
1157
Brookfield Corp
Ontario, Canada
$312K -$9.71M -76,955 -97%
PVH
1158
Psagot Value Holdings
Israel
$312K -$85K -685 -21%
DS
1159
DRW Securities
Illinois
$312K +$312K +2,471 New
CPIA
1160
Cornell Pochily Investment Advisors
New York
$310K
SFO
1161
Stokes Family Office
Louisiana
$308K -$62.3K -494 -17%
JCM
1162
Janney Capital Management
Pennsylvania
$308K
ACM
1163
Allred Capital Management
Texas
$306K -$11.9K -94 -4%
FCP
1164
Fidelis Capital Partners
Florida
$305K +$26.7K +212 +10%
BFG
1165
Beacon Financial Group
Texas
$305K -$50K -403 -14%
RCM
1166
Raleigh Capital Management
North Carolina
$304K -$18.3K -145 -6%
TPCW
1167
TD Private Client Wealth
New York
$304K +$93.9K +744 +45%
SDIC
1168
South Dakota Investment Council
South Dakota
$304K -$636K -5,032 -68%
MIH
1169
Meitav Investment House
Israel
$303K +$303K +2,444 New
CG
1170
Corundum Group
Colorado
$303K
CWA
1171
CM Wealth Advisors
Ohio
$301K
MS
1172
Maven Securities
Jersey
$301K +$301K +2,387 New
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$300K
AF
1174
Arrow Financial
New York
$300K -$3.15K -25 -1%
PWS
1175
Peterson Wealth Services
Utah
$299K +$3.15K +25 +1%