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 %
OWA
1176
One Wealth Advisors
California
$297K +$3.15K +25 +1%
ACP
1177
Aveo Capital Partners
Colorado
$297K +$13.2K +105 +5%
OP
1178
ORG Partners
Indiana
$297K +$297K +2,354 New
TC
1179
Truvestments Capital
Florida
$296K -$378 -3 -0.1%
PI
1180
PFG Investments
New York
$293K -$18K -143 -6%
AF
1181
Allworth Financial
California
$293K -$3.79K -30 -1%
GI
1182
Gradient Investments
Minnesota
$290K +$3.28K +26 +1%
FFA
1183
First Foundation Advisors
California
$290K -$71.1K -564 -20%
GIM
1184
Greenwich Investment Management
Connecticut
$290K -$126 -1 -0%
HIC
1185
Holderness Investments Company
North Carolina
$290K +$11.4K +90 +4%
CII
1186
Capital International Inc
California
$290K +$290K +2,295 New
BJL
1187
Brighton Jones LLC
Washington
$289K -$16K -127 -5%
WCF
1188
West Coast Financial
California
$289K -$8.96K -71 -3%
PCOC
1189
Power Corp of Canada
Canada
$289K +$289K +2,290 New
HS
1190
Horan Securities
United States
$287K +$5.17K +41 +2%
RPWA
1191
Regent Peak Wealth Advisors
Georgia
$286K -$2.02K -16 -0.7%
BAM
1192
Belpointe Asset Management
Nevada
$285K -$259K -2,052 -48%
HTC
1193
Haverford Trust Company
Pennsylvania
$285K +$25.4K +201 +10%
PI
1194
Putnam Investments
Massachusetts
$283K -$5.55K -44 -2%
SC
1195
Sepio Capital
Utah
$282K
GIA
1196
Gateway Investment Advisers
Ohio
$282K -$45.2K -358 -14%
First Manhattan
1197
First Manhattan
New York
$282K
CPIG
1198
Chicago Partners Investment Group
Illinois
$281K -$17.4K -140 -6%
CFFP
1199
Center for Financial Planning
Michigan
$281K
FWM
1200
Fairhaven Wealth Management
Illinois
$281K +$281K +2,224 New