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 %
SWA
1226
Sax Wealth Advisors
New Jersey
$260K +$260K +2,299 New
BAM
1227
Belpointe Asset Management
Nevada
$260K +$4.52K +40 +2%
HIC
1228
Holderness Investments Company
North Carolina
$259K
WCF
1229
West Coast Financial
California
$259K
PCOC
1230
Power Corp of Canada
Canada
$259K
RPWA
1231
Regent Peak Wealth Advisors
Georgia
$258K +$2.03K +18 +0.8%
WAM
1232
Watershed Asset Management
California
$256K +$256K +2,268 New
OP
1233
ORG Partners
Indiana
$255K -$10.5K -93 -4%
RWA
1234
Ropes Wealth Advisors
Massachusetts
$253K +$37.5K +332 +17%
AWA
1235
Arete Wealth Advisors
Illinois
$253K +$25K +221 +11%
GCP
1236
GSA Capital Partners
United Kingdom
$253K +$253K +2,241 New
SC
1237
Sepio Capital
Utah
$253K
OWA
1238
One Wealth Advisors
California
$252K -$13.7K -121 -5%
RCA
1239
Resonant Capital Advisors
Wisconsin
$252K +$17.3K +153 +7%
CFFP
1240
Center for Financial Planning
Michigan
$252K
FWM
1241
Fairhaven Wealth Management
Illinois
$251K
PFS
1242
Physicians Financial Services
North Carolina
$250K
HCM
1243
Hengehold Capital Management
Ohio
$249K +$33.1K +293 +15%
JCM
1244
Jacobsen Capital Management
Utah
$248K -$452 -4 -0.2%
CFG
1245
Cooper Financial Group
California
$247K
DWM
1246
Dechtman Wealth Management
Colorado
$247K
PTC
1247
Private Trust Company
Ohio
$246K +$92.7K +821 +60%
AT
1248
Arden Trust
Delaware
$244K -$41.9K -371 -15%
KMWM
1249
Keudell/Morrison Wealth Management
Oregon
$242K +$2.94K +26 +1%
FPAS
1250
Focus Partners Advisor Solutions
Missouri
$242K +$242K +2,141 New