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 %
PSB
1376
Piscataqua Savings Bank
New Hampshire
$56.6K -$4.52K -40 -7%
AIM
1377
Arcadia Investment Management
Michigan
$55.9K
ZB
1378
Zions Bancorporation
Utah
$55.5K
FFA
1379
Farther Finance Advisors
California
$53.9K +$16.8K +149 +45%
BCM
1380
BluePath Capital Management
Georgia
$52.8K +$52.8K +467 New
IRC
1381
Investors Research Corp
Georgia
$51.3K
LWANC
1382
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.7K
FAM
1383
Fred Alger Management
New York
$45.7K -$21.5K -190 -32%
CT
1384
Cambridge Trust
Massachusetts
$45.4K
IFS
1385
Intelligent Financial Strategies
Minnesota
$45.2K
GAG
1386
Goodman Advisory Group
Massachusetts
$44.6K
AA
1387
Ancora Advisors
Ohio
$44.3K +$42.4K +375 +2,206%
MG
1388
MilWealth Group
Wisconsin
$43.5K
Loomis, Sayles & Company
1389
Loomis, Sayles & Company
Massachusetts
$42K +$4.7K +42 +13%
TWM
1390
Tradition Wealth Management
Minnesota
$41K
WIM
1391
Westside Investment Management
California
$39.6K
SL
1392
Salomon & Ludwin
Virginia
$39.4K +$39.4K +349 New
CAL
1393
Capital Advisors Ltd
Ohio
$38K
WPA
1394
West Paces Advisors
Georgia
$37.7K -$565 -5 -1%
IWP
1395
IAG Wealth Partners
Wisconsin
$34.5K
VCM
1396
Versant Capital Management
Arizona
$34.3K
AFS
1397
Annapolis Financial Services
Maryland
$32.3K
QL
1398
Quarry LP
New York
$32.1K +$32.1K +284 New
ME
1399
McIlrath & Eck
Washington
$30.7K
CAS
1400
Coppell Advisory Solutions
Texas
$30.3K -$89K -881 -75%