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 %
FPB
1326
First PREMIER Bank
South Dakota
$126K
BTI
1327
Blue Trust Inc
Georgia
$125K -$112K -994 -47%
RTC
1328
Riverview Trust Company
Washington
$124K
WAM
1329
WFA Asset Management
Wisconsin
$121K
MFG
1330
Mendota Financial Group
Wisconsin
$116K -$2.52K -20 -2%
LFG
1331
Larson Financial Group
Missouri
$112K +$45K +357 +67%
TLA
1332
Tanglewood Legacy Advisors
Texas
$110K
WP
1333
WealthPLAN Partners
Nebraska
$107K -$171K -1,355 -62%
SAI
1334
Systematic Alpha Investments
New Jersey
$106K
RP
1335
Rowlandmiller & Partners
Georgia
$105K +$105K +834 New
IGWM
1336
ICA Group Wealth Management
Colorado
$103K -$57.3K -454 -36%
SSG
1337
Summit Securities Group
New York
$102K +$96.9K +766 +1,915%
EWM
1338
Evermay Wealth Management
Virginia
$101K
GIA
1339
GHP Investment Advisors
Colorado
$91.7K
C
1340
Covestor
United Kingdom
$91K -$13.9K -110 -13%
WOSD
1341
WFA of San Diego
California
$90.8K +$90.8K +720 New
BONH
1342
Bank of New Hampshire
New Hampshire
$89.6K
GITFIT
1343
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$88.3K -$120K -950 -58%
FCAG
1344
First Capital Advisors Group
New Jersey
$87.9K +$87.9K +697 New
TSW
1345
Thompson Siegel & Walmsley
Virginia
$86K
VWM
1346
Valley Wealth Managers
New Jersey
$80.1K
Kayne Anderson Rudnick Investment Management
1347
Kayne Anderson Rudnick Investment Management
California
$80.1K +$1.01K +8 +1%
DMBA
1348
Deseret Mutual Benefit Administrators
Utah
$76.4K -$1.14K -9 -1%
GTAM
1349
Global Trust Asset Management
Florida
$76.4K
FAM
1350
Fred Alger Management
New York
$75.1K