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 %
BWP
1226
BSW Wealth Partners
Colorado
$253K -$5.42K -43 -2%
LI
1227
LVZ Inc
Michigan
$252K -$8.33K -66 -3%
BFO
1228
Biltmore Family Office
North Carolina
$252K -$5.3K -42 -2%
CM
1229
Castleark Management
Illinois
$252K
OCM
1230
Osterweis Capital Management
California
$251K -$21.4K -170 -8%
Wealth Enhancement Advisory Services
1231
Wealth Enhancement Advisory Services
Minnesota
$251K +$251K +1,989 New
GA
1232
Goldstein Advisors
Wisconsin
$248K -$3.66K -29 -1%
CA
1233
Claro Advisors
Massachusetts
$248K +$2.15K +17 +0.9%
CI
1234
Cambiar Investors
Colorado
$247K -$38.9M -308,432 -99%
SIG
1235
Sargent Investment Group
Maryland
$247K +$4.42K +35 +2%
WWM
1236
Western Wealth Management
Colorado
$246K -$6.31K -50 -2%
PCP
1237
Proficio Capital Partners
Massachusetts
$246K +$11.9K +94 +5%
WFI
1238
West Family Investments
California
$245K +$245K +1,944 New
LFA
1239
Legacy Financial Advisors
Kentucky
$245K +$15.9K +126 +7%
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$245K -$2.52K -20 -1%
WMA
1241
Wealth Management Associates
New Jersey
$244K
LC
1242
LCNB Corp
Ohio
$243K -$25.2K -200 -9%
GP
1243
Girard Partners
Pennsylvania
$243K -$32.5K -258 -12%
UW
1244
Unique Wealth
Florida
$243K +$243K +1,924 New
RWA
1245
Ropes Wealth Advisors
Massachusetts
$241K +$241K +1,912 New
HWAM
1246
Hennion & Walsh Asset Management
New Jersey
$241K +$4.42K +35 +2%
CWP
1247
Curated Wealth Partners
California
$241K
HCM
1248
Hengehold Capital Management
Ohio
$241K -$1.89K -15 -0.8%
CCB
1249
Cutter & Co Brokerage
Missouri
$240K +$240K +1,905 New
CFG
1250
CKW Financial Group
Hawaii
$240K