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 %
FMP
1326
Financial Management Professionals
Texas
$169K -$61.6K -544 -27%
CSB
1327
City State Bank
Iowa
$169K
IBOK
1328
Independence Bank of Kentucky
Kentucky
$169K +$32.8K +290 +24%
TCOV
1329
Trust Company of Vermont
Vermont
$166K -$34.5K -305 -17%
SSB
1330
Sandy Spring Bank
Maryland
$161K -$8.36K -74 -5%
GWS
1331
Glassman Wealth Services
Virginia
$159K +$28.9K +256 +22%
DFA
1332
DHJJ Financial Advisors
Illinois
$157K +$157K +1,389 New
JWA
1333
JFS Wealth Advisors
Pennsylvania
$151K +$129K +1,146 +610%
BTI
1334
Blue Trust Inc
Georgia
$146K +$5.44K +43 +4%
FCA
1335
FinTrust Capital Advisors
South Carolina
$138K +$75.5K +668 +121%
BWM
1336
Baystate Wealth Management
Massachusetts
$133K -$4.52K -40 -3%
NIMI
1337
Natixis Investment Managers International
France
$132K -$8.59K -76 -6%
QC
1338
Quent Capital
New York
$129K -$10.3K -91 -7%
JFA
1339
JNBA Financial Advisors
Minnesota
$126K
SDIC
1340
South Dakota Investment Council
South Dakota
$125K -$147K -1,300 -54%
CLOS
1341
Compagnie Lombard Odier SCmA
Switzerland
$118K +$5.54K +49 +5%
AP
1342
Atwood & Palmer
Missouri
$113K
RTC
1343
Riverview Trust Company
Washington
$111K
MFG
1344
Mendota Financial Group
Wisconsin
$104K
EWM
1345
Evermay Wealth Management
Virginia
$99K +$8.59K +76 +10%
MIA
1346
Milestone Investment Advisors
Wisconsin
$98.5K +$98.5K +872 New
TLA
1347
Tanglewood Legacy Advisors
Texas
$98.5K
WTG
1348
West Tower Group
Virginia
$95.8K +$95.8K +848 New
SAI
1349
Systematic Alpha Investments
New Jersey
$95.3K
GITFIT
1350
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$93K