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 %
IWM
1276
IHT Wealth Management
Illinois
$220K +$220K +1,747 New
NPF
1277
Norris Perne & French
Michigan
$220K +$220K +1,746 New
FBA
1278
Front Barnett Associates
Illinois
$220K -$25.3K -200 -10%
PB
1279
Pinnacle Bancorp
Nebraska
$220K -$31.5K -250 -13%
PWM
1280
Perigon Wealth Management
California
$219K +$219K +1,738 New
HFM
1281
Harvest Fund Management
China
$219K -$100K -795 -31%
GA
1282
GraniteShares Advisors
New York
$219K +$219K +1,734 New
SCM
1283
Schnieders Capital Management
California
$217K +$217K +1,722 New
IWA
1284
IVC Wealth Advisors
Pennsylvania
$217K +$217K +1,722 New
NHC
1285
Nicholas Hoffman & Company
Georgia
$215K +$215K +1,704 New
CFO
1286
Callan Family Office
Pennsylvania
$215K -$1.51M -11,936 -88%
USB
1287
Union Savings Bank
Connecticut
$215K +$215K +1,700 New
GCMG
1288
Gyroscope Capital Management Group
Florida
$214K -$1.57M -12,448 -88%
HIC
1289
Hartline Investment Corp
Illinois
$213K +$213K +1,686 New
OA
1290
Oxbow Advisors
Texas
$211K +$211K +1,676 New
EFG
1291
Everhart Financial Group
Ohio
$211K +$211K +1,674 New
AC
1292
Avestar Capital
New York
$211K +$211K +1,670 New
EFS
1293
Essex Financial Services
Connecticut
$209K -$147K -1,168 -41%
PVM
1294
Palogic Value Management
Texas
$207K +$207K +1,638 New
KIA
1295
KCM Investment Advisors
California
$207K +$207K +1,638 New
PWP
1296
Phillips Wealth Planners
Mississippi
$206K -$35.3K -280 -15%
2L
1297
25 LLC
Missouri
$206K -$515 -4 -0.2%
LAM
1298
L2 Asset Management
Massachusetts
$203K +$203K +1,612 New
ODG
1299
O'Dell Group
Ohio
$203K +$203K +1,608 New
SIG
1300
Stonegate Investment Group
Alabama
$202K +$202K +1,605 New