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 %
TCOT
1151
Trust Company of Toledo
Ohio
$334K +$105K +932 +46%
CIC
1152
Carnegie Investment Counsel
Ohio
$332K -$17.1K -151 -5%
CCA
1153
Childress Capital Advisors
Texas
$332K +$332K +2,936 New
PP
1154
Pegasus Partners
Wisconsin
$330K
AR
1155
Advisory Research
Illinois
$330K
PL
1156
Perpetual Ltd
Australia
$329K +$329K +2,915 New
Canada Pension Plan Investment Board
1157
Canada Pension Plan Investment Board
Ontario, Canada
$329K -$251K -2,219 -43%
PJSIMP
1158
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K +$18.6K +166 +6%
PAM
1159
Paradigm Asset Management
New York
$328K
OA
1160
Operose Advisors
Wisconsin
$326K -$197K -1,744 -38%
ETIA
1161
Epic Trust Investment Advisors
Washington
$326K -$17.8K -158 -5%
EI
1162
Ellevest Inc
New York
$321K -$169K -1,496 -34%
CFS
1163
CRA Financial Services
New Jersey
$321K
AF
1164
Allworth Financial
California
$319K +$56.5K +500 +22%
CT
1165
Colonial Trust
South Carolina
$315K
GI
1166
Gradient Investments
Minnesota
$315K +$54.6K +483 +21%
SI
1167
Symmetry Investments
Jersey
$314K +$314K +2,784 New
PP
1168
PDS Planning
Ohio
$311K +$11.9K +105 +4%
SAM
1169
Seelaus Asset Management
New Jersey
$308K -$693K -6,133 -69%
T
1170
TOBAM
France
$306K -$72.6K -642 -19%
PWMAG
1171
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$89.8K +795 +42%
OWP
1172
Obermeyer Wealth Partners
Colorado
$304K +$304K +2,694 New
CCM
1173
Carlson Capital Management
Minnesota
$303K -$2.71K -24 -0.9%
FFA
1174
First Foundation Advisors
California
$303K +$42.8K +379 +16%
AAM
1175
Aureus Asset Management
Massachusetts
$300K