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 %
WA
1201
WBH Advisory
Maryland
$281K -$7.12K -63 -2%
VVP
1202
Venture Visionary Partners
Ohio
$280K
YIA
1203
YHB Investment Advisors
Connecticut
$280K -$56.5K -500 -17%
SOS
1204
Silver Oak Securities
Tennessee
$278K +$40.1K +355 +17%
AP
1205
Adero Partners
California
$277K +$277K +2,448 New
LIM
1206
Leavell Investment Management
Alabama
$276K -$11.3K -100 -4%
JCM
1207
Janney Capital Management
Pennsylvania
$276K
AWM
1208
Avitas Wealth Management
California
$274K +$274K +2,429 New
ACM
1209
Allred Capital Management
Texas
$272K -$1.81K -16 -0.7%
CG
1210
Corundum Group
Colorado
$271K
GSIAS
1211
Garden State Investment Advisory Services
New Jersey
$270K +$270K +2,386 New
FWIA
1212
Fort Washington Investment Advisors
Ohio
$269K +$269K +2,385 New
BJL
1213
Brighton Jones LLC
Washington
$269K +$10.4K +92 +4%
TC
1214
Truvestments Capital
Florida
$269K +$3.62K +32 +1%
MSFP
1215
Mark Sheptoff Financial Planning
Connecticut
$268K
PWS
1216
Peterson Wealth Services
Utah
$267K -$452 -4 -0.2%
PI
1217
PFG Investments
New York
$266K +$3.95K +35 +2%
SIA
1218
Soltis Investment Advisors
Utah
$265K -$17.1K -151 -6%
ACP
1219
Aveo Capital Partners
Colorado
$264K -$2.03K -18 -0.8%
AF
1220
Arrow Financial
New York
$263K -$5.65K -50 -2%
YDMI
1221
Y.D. More Investments
Israel
$262K -$325K -2,877 -55%
HS
1222
Horan Securities
United States
$262K +$4.86K +43 +2%
FI
1223
Fosun International
China
$261K -$592K -5,240 -69%
CII
1224
Capital International Inc
California
$261K +$1.69K +15 +0.7%
GIM
1225
Greenwich Investment Management
Connecticut
$260K