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 %
VCM
1301
Vision Capital Management
Oregon
$202K +$202K +1,602 New
WF
1302
WoodTrust Financial
Wisconsin
$202K +$202K +1,602 New
AA
1303
Alta Advisers
United Kingdom
$202K
ATFA
1304
All Terrain Financial Advisors
Minnesota
$202K +$202K +1,600 New
PIWA
1305
Prevail Innovative Wealth Advisors
Kansas
$202K +$202K +1,600 New
WTA
1306
Washington Trust Advisors
Massachusetts
$198K -$29.4K -233 -13%
PPC
1307
Park Place Capital
Alabama
$195K -$14.3K -113 -7%
SWA
1308
Sutton Wealth Advisors
Florida
$195K
CFGS
1309
Concourse Financial Group Securities
Alabama
$195K +$1.77K +14 +0.9%
BAM
1310
Bellevue Asset Management
Washington
$194K
SSB
1311
Sandy Spring Bank
Maryland
$190K -$11.2K -89 -6%
CSB
1312
City State Bank
Iowa
$189K
PTC
1313
Private Trust Company
Ohio
$171K -$5.17K -41 -3%
SWM
1314
Sugarloaf Wealth Management
Georgia
$167K +$51.7K +410 +45%
PO
1315
Private Ocean
California
$165K +$96.1K +762 +140%
NIMI
1316
Natixis Investment Managers International
France
$157K -$9.71K -77 -6%
QC
1317
Quent Capital
New York
$155K
BWM
1318
Baystate Wealth Management
Massachusetts
$154K +$5.05K +40 +3%
IBOK
1319
Independence Bank of Kentucky
Kentucky
$152K -$403K -3,195 -73%
CA
1320
Crewe Advisors
Utah
$149K -$9.59K -76 -6%
CAS
1321
Coppell Advisory Solutions
Texas
$147K +$147K +1,181 New
GWS
1322
Glassman Wealth Services
Virginia
$146K
JFA
1323
JNBA Financial Advisors
Minnesota
$141K
AP
1324
Atwood & Palmer
Missouri
$126K
CLOS
1325
Compagnie Lombard Odier SCmA
Switzerland
$126K