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 %
JWA
1401
JFS Wealth Advisors
Pennsylvania
$23.7K -$505 -4 -2%
CFB
1402
Cullen/Frost Bankers
Texas
$22.6K -$63.8K -506 -74%
GKIM
1403
GW&K Investment Management
Massachusetts
$22K +$21.8K +176 +8,800%
BCMLT
1404
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6K +$5.55K +44 +35%
IFAM
1405
Institutional & Family Asset Management
Colorado
$21.3K +$757 +6 +4%
BWAM
1406
Boyd Watterson Asset Management
Ohio
$20.2K
SS
1407
Sunbelt Securities
Texas
$19K -$10.7K -85 -36%
NMG
1408
New Millennium Group
Utah
$17.2K
ADL
1409
Asset Dedication LLC
California
$17K +$3.55K +34 +26%
GBT
1410
Grove Bank & Trust
Florida
$16.9K
CMA
1411
Cedar Mountain Advisors
Oregon
$16.9K
HCM
1412
Hollencrest Capital Management
California
$16.7K
AWM
1413
Abound Wealth Management
Tennessee
$16.4K +$6.06K +48 +59%
WBC
1414
West Branch Capital
Massachusetts
$15.1K
MFT
1415
Moisand Fitzgerald Tamayo
Florida
$13.9K
BWS
1416
Buck Wealth Strategies
Colorado
$13.2K +$13.2K +105 New
SVCP
1417
Silicon Valley Capital Partners
California
$12.6K -$9.84K -78 -44%
GGI
1418
Godsey & Gibb Inc
Virginia
$12.6K +$12.6K +100 New
AIC
1419
Archer Investment Corporation
Indiana
$11.7K +$11.7K +93 New
DAM
1420
Delta Asset Management
Tennessee
$11.4K -$505 -4 -4%
PP
1421
PFS Partners
New Jersey
$11.4K +$11.4K +90 New
AP
1422
Arlington Partners
Alabama
$10.8K
RI
1423
Ridgewood Investments
New Jersey
$9.81K
FA
1424
Fiduciary Alliance
South Carolina
$9.46K +$9.46K +75 New
MAWCM
1425
Mine & Arao Wealth Creation & Management
California
$9.34K +$9.34K +74 New