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 %
VCM
1276
Virtue Capital Management
Tennessee
$224K
CA
1277
Claro Advisors
Massachusetts
$222K +$452 +4 +0.2%
WPWM
1278
Western Pacific Wealth Management
Illinois
$222K +$22K +195 +11%
CWM
1279
Congress Wealth Management
Massachusetts
$222K -$102K -907 -32%
AMM
1280
American Money Management
California
$222K +$24.1K +213 +12%
WWM
1281
Western Wealth Management
Colorado
$220K
SIG
1282
Sargent Investment Group
Maryland
$220K -$1.13K -10 -0.5%
KFSC
1283
Keystone Financial Services (Colorado)
Colorado
$220K -$130K -1,150 -37%
WFI
1284
West Family Investments
California
$220K
WMA
1285
Wealth Management Associates
New Jersey
$219K
EFSCE
1286
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$339 -3 -0.2%
LC
1287
LCNB Corp
Ohio
$218K
AWM
1288
Angeles Wealth Management
California
$218K +$16.4K +145 +8%
PWM
1289
Perigon Wealth Management
California
$218K +$21.2K +188 +11%
GP
1290
Girard Partners
Pennsylvania
$217K -$226 -2 -0.1%
PCTC
1291
Perkins Coie Trust Company
Washington
$216K +$216K +1,913 New
CFG
1292
CKW Financial Group
Hawaii
$215K
WF
1293
WoodTrust Financial
Wisconsin
$215K +$33.9K +300 +19%
PWMG
1294
Prestige Wealth Management Group
New Jersey
$213K +$184K +1,629 +644%
CHP
1295
Cable Hill Partners
Oregon
$212K +$9.04K +80 +4%
SB
1296
Strategic Blueprint
Georgia
$211K -$113 -1 -0.1%
AC
1297
Avestar Capital
New York
$211K +$22.8K +202 +12%
EFG
1298
Everhart Financial Group
Ohio
$210K +$20.8K +184 +11%
BFPW
1299
BOK Financial Private Wealth
Colorado
$209K
VLC
1300
Van Leeuwen & Company
New Jersey
$209K -$1.01M -8,897 -83%