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 %
Loomis, Sayles & Company
1376
Loomis, Sayles & Company
Massachusetts
$42K
CAL
1377
Capital Advisors Ltd
Ohio
$42K
FFA
1378
Farther Finance Advisors
California
$41.4K +$4.54K +36 +12%
SOW
1379
State of Wyoming
Wyoming
$39.4K -$431K -3,416 -92%
IWP
1380
IAG Wealth Partners
Wisconsin
$38.5K
VCM
1381
Versant Capital Management
Arizona
$38.4K +$3.03K +24 +9%
AFS
1382
Annapolis Financial Services
Maryland
$36.1K +$36.1K +286 New
ME
1383
McIlrath & Eck
Washington
$34.3K -$18.5K -147 -35%
HCP
1384
Hexagon Capital Partners
Arkansas
$34.2K -$631 -5 -2%
NC
1385
NewSquare Capital
Pennsylvania
$33.1K
PWMG
1386
Prestige Wealth Management Group
New Jersey
$31.9K
BIA
1387
Bell Investment Advisors
California
$31.8K +$252 +2 +0.8%
MMG
1388
Monetary Management Group
Missouri
$31.5K
EARNEST Partners
1389
EARNEST Partners
Georgia
$31K
CTA
1390
Colonial Trust Advisors
South Carolina
$30.3K
CH
1391
Canton Hathaway
Rhode Island
$30K
GJIA
1392
Glass Jacobson Investment Advisors
Maryland
$29.8K +$29.8K +236 New
SN
1393
Sittner & Nelson
Oregon
$28K +$3.78K +30 +16%
HI
1394
Hoey Investments
Pennsylvania
$27.5K
PIAS
1395
PCA Investment Advisory Services
Ohio
$26.7K +$26.7K +212 New
AWA
1396
Artemis Wealth Advisors
New York
$26.2K
WOC
1397
West Oak Capital
California
$25.2K
RFG
1398
RFP Financial Group
Georgia
$25.1K
RDIA
1399
RE Dickinson Investment Advisors
Iowa
$25K -$3.92K -32 -14%
GM
1400
GeoWealth Management
Illinois
$24K +$645 +5 +3%