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 %
SCM
1176
Sandler Capital Management
New York
$299K
HBW
1177
Hazlett, Burt & Watson
West Virginia
$297K
MHC
1178
Meyer Handelman Company
New York
$297K +$3.16K +28 +1%
NF
1179
Norwood Financial
Pennsylvania
$297K
CPIA
1180
Cornell Pochily Investment Advisors
New York
$296K +$18.8K +166 +7%
RWPA
1181
Richard W. Paul & Associates
Michigan
$296K -$11.4K -101 -4%
CFP
1182
Catalyst Financial Partners
Massachusetts
$295K +$56.6K +501 +24%
CWA
1183
CM Wealth Advisors
Ohio
$294K
CCG
1184
Cypress Capital Group
Florida
$293K
SFG
1185
Steward Financial Group
Texas
$292K -$5.99K -53 -2%
WP
1186
WMS Partners
Maryland
$291K -$7.68K -68 -3%
ISL
1187
Ingalls & Snyder LLC
New York
$290K
BWP
1188
BSW Wealth Partners
Colorado
$290K +$63.8K +565 +28%
RCM
1189
Raleigh Capital Management
North Carolina
$288K +$15.3K +135 +6%
FCP
1190
Fidelis Capital Partners
Florida
$288K +$14.8K +131 +5%
SIC
1191
Salem Investment Counselors
North Carolina
$288K -$32.2K -285 -10%
OC
1192
Oakworth Capital
Alabama
$287K -$295K -2,613 -51%
NB
1193
Northwest Bancshares
Pennsylvania
$287K
CFO
1194
CVA Family Office
Colorado
$287K
PWPS
1195
Pinnacle Wealth Planning Services
Ohio
$286K
ARC
1196
Advisor Resource Council
Texas
$286K +$42K +372 +17%
EDRH
1197
Edmond de Rothschild Holding
Switzerland
$282K
IIM
1198
Ipswich Investment Management
Massachusetts
$282K -$22.6K -200 -7%
TPCW
1199
TD Private Client Wealth
New York
$281K +$8.81K +78 +3%
FA
1200
FDx Advisors
Illinois
$281K -$158K -1,401 -36%