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 %
IWM
1251
IHT Wealth Management
Illinois
$241K +$43.7K +387 +22%
CNBT
1252
Canandaigua National Bank & Trust
New York
$241K
KFS
1253
Kaizen Financial Strategies
California
$241K -$1.81K -16 -0.7%
MW
1254
Marcum Wealth
Ohio
$240K -$1.69K -15 -0.7%
GIA
1255
Gateway Investment Advisers
Ohio
$238K -$14.1K -125 -6%
BWM
1256
Baron Wealth Management
Michigan
$238K
KI
1257
Kapitalo Investimentos
Brazil
$238K +$238K +2,109 New
CWM
1258
Connecticut Wealth Management
Connecticut
$238K +$39.8K +352 +20%
UCI
1259
Uncommon Cents Investing
Wisconsin
$237K
First Manhattan
1260
First Manhattan
New York
$237K -$15.8K -140 -6%
AC
1261
Allstate Corporation
Illinois
$234K
OFG
1262
Oxford Financial Group
Indiana
$234K +$234K +2,074 New
CPIG
1263
Chicago Partners Investment Group
Illinois
$234K -$13.2K -120 -5%
CAG
1264
Csenge Advisory Group
Florida
$233K +$233K +2,064 New
DBG
1265
De Burlo Group
Massachusetts
$233K
PVH
1266
Psagot Value Holdings
Israel
$229K -$56.8K -500 -20%
SMA
1267
Sage Mountain Advisors
Georgia
$227K -$21.7K -192 -9%
PCP
1268
Proficio Capital Partners
Massachusetts
$227K +$7K +62 +3%
OPA
1269
Old Port Advisors
Maine
$227K +$227K +2,007 New
LFA
1270
Legacy Financial Advisors
Kentucky
$226K +$7.23K +64 +3%
LI
1271
LVZ Inc
Michigan
$226K
BFO
1272
Biltmore Family Office
North Carolina
$226K
CM
1273
Castleark Management
Illinois
$226K
OCM
1274
Osterweis Capital Management
California
$225K
GA
1275
Goldstein Advisors
Wisconsin
$224K +$2.26K +20 +1%