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 %
HT
1351
Headlands Technologies
Illinois
$90K +$90K +797 New
GM
1352
GeoWealth Management
Illinois
$85K +$64.1K +570 +306%
WAM
1353
WFA Asset Management
Wisconsin
$82.7K -$25.6K -227 -24%
GIA
1354
GHP Investment Advisors
Colorado
$82.1K
WOSD
1355
WFA of San Diego
California
$81.3K
BONH
1356
Bank of New Hampshire
New Hampshire
$80.2K
WWP
1357
WR Wealth Planners
Missouri
$79.4K +$26K +230 +49%
C
1358
Covestor
United Kingdom
$79K -$1.8K -16 -2%
IUHSA
1359
Itau Unibanco Holding S.A.
Brazil
$77.4K +$77.4K +685 New
TSW
1360
Thompson Siegel & Walmsley
Virginia
$75K -$2.27K -20 -3%
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$71.7K
VWM
1362
Valley Wealth Managers
New Jersey
$71.7K
CP
1363
Castleview Partners
Texas
$70.6K +$9.72K +86 +16%
MAM
1364
Meeder Asset Management
Ohio
$69K -$3.3M -29,180 -98%
GTAM
1365
Global Trust Asset Management
Florida
$68.5K
FPB
1366
First PREMIER Bank
South Dakota
$68K -$45.3K -400 -40%
MCM
1367
MV Capital Management
Maryland
$66.8K +$565 +5 +0.9%
EBA
1368
Eagle Bay Advisors
New York
$66.3K -$452 -4 -0.7%
BHWM
1369
Bay Harbor Wealth Management
Maryland
$64.4K +$565 +5 +0.9%
BWS
1370
Buck Wealth Strategies
Colorado
$63K +$51.2K +453 +431%
AWM
1371
AllSquare Wealth Management
New York
$62.7K
PO
1372
Private Ocean
California
$61.3K -$86.1K -762 -58%
LFG
1373
Larson Financial Group
Missouri
$61.1K -$39.4K -349 -39%
HC
1374
Hoese & Co
Minnesota
$57.4K -$9.04K -80 -14%
DMBA
1375
Deseret Mutual Benefit Administrators
Utah
$56.7K -$11.7K -104 -17%