1,427 hedge funds and large institutions have $63.3B invested in Fiserv in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 466 increasing their positions, 616 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.41%
New
125
Increased
466
Reduced
616
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
RDIA
1351
RE Dickinson Investment Advisors
Iowa
$26K +$3.53K +32 +16%
SIS
1352
Sound Income Strategies
Florida
$24.9K
HI
1353
Hoey Investments
Pennsylvania
$24.6K +$11.3K +100 +85%
AWA
1354
Artemis Wealth Advisors
New York
$23.5K -$791 -7 -3%
WOC
1355
West Oak Capital
California
$22.6K
RFG
1356
RFP Financial Group
Georgia
$22.5K
WWP
1357
WR Wealth Planners
Missouri
$22.3K +$22.3K +197 New
JWA
1358
JFS Wealth Advisors
Pennsylvania
$21.7K +$1.13K +10 +5%
SN
1359
Sittner & Nelson
Oregon
$21.7K +$21.7K +192 New
CUAMC
1360
China Universal Asset Management Company
China
$21.5K +$21.5K +190 New
GM
1361
GeoWealth Management
Illinois
$21K -$6.96K -60 -25%
NHT
1362
New Hampshire Trust
New Hampshire
$20.9K
SVCP
1363
Silicon Valley Capital Partners
California
$20.1K +$20.1K +178 New
IFAM
1364
Institutional & Family Asset Management
Colorado
$18.4K
BWAM
1365
Boyd Watterson Asset Management
Ohio
$18.1K
NMG
1366
New Millennium Group
Utah
$15.4K
GBT
1367
Grove Bank & Trust
Florida
$15.1K
CMA
1368
Cedar Mountain Advisors
Oregon
$15.1K
HCM
1369
Hollencrest Capital Management
California
$14.9K
BCMLT
1370
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K
WBC
1371
West Branch Capital
Massachusetts
$13.6K -$22.3K -197 -62%
AWM
1372
Accel Wealth Management
Iowa
$13.6K
Commonwealth Equity Services
1373
Commonwealth Equity Services
Massachusetts
$12.5K -$84 -747 -0.7%
MFT
1374
Moisand Fitzgerald Tamayo
Florida
$12.4K
OC
1375
Oakworth Capital
Alabama
$12.3K