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 %
EBA
1351
Eagle Bay Advisors
New York
$74.6K +$1.26K +10 +2%
HC
1352
Hoese & Co
Minnesota
$74.2K
MCM
1353
MV Capital Management
Maryland
$73.9K -$5.68K -45 -7%
MUMSS
1354
Mitsubishi UFJ Morgan Stanley Securities
Japan
$73K +$73K +579 New
BHWM
1355
Bay Harbor Wealth Management
Maryland
$71.3K -$5.17K -41 -7%
PSB
1356
Piscataqua Savings Bank
New Hampshire
$68.2K -$1.01K -8 -1%
CP
1357
Castleview Partners
Texas
$68K +$28.4K +225 +72%
Capstone Investment Advisors
1358
Capstone Investment Advisors
New York
$67.5K -$453K -3,590 -87%
AWM
1359
AllSquare Wealth Management
New York
$62.7K
AIM
1360
Arcadia Investment Management
Michigan
$62.4K
ZB
1361
Zions Bancorporation
Utah
$61.9K -$10.6K -84 -15%
WWP
1362
WR Wealth Planners
Missouri
$59.7K +$34.8K +276 +140%
IRC
1363
Investors Research Corp
Georgia
$57.3K -$18.2K -144 -24%
YAL
1364
Your Advocates Ltd
Texas
$56.8K +$56.8K +450 New
FCA
1365
FinTrust Capital Advisors
South Carolina
$55.7K
LWANC
1366
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.5K
RFA
1367
Resurgent Financial Advisors
Georgia
$51.2K
CT
1368
Cambridge Trust
Massachusetts
$50.7K
IFS
1369
Intelligent Financial Strategies
Minnesota
$50.5K
GAG
1370
Goodman Advisory Group
Massachusetts
$49.8K
MG
1371
MilWealth Group
Wisconsin
$48.6K
TWM
1372
Tradition Wealth Management
Minnesota
$46K +$637 +5 +1%
AWM
1373
Activest Wealth Management
Florida
$44.9K +$38.9K +333 +653%
WIM
1374
Westside Investment Management
California
$44.3K
WPA
1375
West Paces Advisors
Georgia
$42.8K -$20.8K -165 -33%