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 %
PWMAG
1251
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$1.01K +8 +0.4%
SB
1252
Strategic Blueprint
Georgia
$236K +$236K +1,873 New
CC
1253
Courier Capital
New York
$235K
BCFD
1254
Boit C.F. David
$234K
BFPW
1255
BOK Financial Private Wealth
Colorado
$233K
JCIA
1256
Jackson Creek Investment Advisors
Colorado
$233K +$1.26K +10 +0.5%
EM
1257
Excalibur Management
Massachusetts
$233K
PTC
1258
Petrus Trust Company
Texas
$232K +$232K +1,839 New
ECG
1259
Edge Capital Group
Georgia
$232K -$91.3K -724 -28%
AP
1260
Appleton Partners
Massachusetts
$231K -$45.4K -360 -16%
LPAM
1261
Lodestar Private Asset Management
California
$231K
CF
1262
Corrigan Financial
Rhode Island
$228K
CHP
1263
Cable Hill Partners
Oregon
$226K -$27.2K -216 -11%
SNBOSCI
1264
Security National Bank of Sioux City Iowa
Iowa
$226K +$226K +1,792 New
IEFM
1265
IQ EQ Fund Management
Ireland
$226K -$1.01K -8 -0.4%
AWM
1266
Angeles Wealth Management
California
$225K +$225K +1,783 New
TCOV
1267
Trust Company of Vermont
Vermont
$224K +$33.2K +263 +17%
CWP
1268
Concord Wealth Partners
Virginia
$224K +$19K +151 +9%
VCM
1269
Virtue Capital Management
Tennessee
$224K +$9.62K +77 +4%
WPWM
1270
Western Pacific Wealth Management
Illinois
$224K
RIA
1271
Richwood Investment Advisors
Ohio
$223K
MPW
1272
Monterey Private Wealth
California
$222K +$222K +1,763 New
CI Investments Inc
1273
CI Investments Inc
Ontario, Canada
$222K -$10.7M -84,622 -98%
CWM
1274
Connecticut Wealth Management
Connecticut
$221K +$221K +1,753 New
AMM
1275
American Money Management
California
$221K +$221K +1,750 New