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 %
BIA
1401
Bell Investment Advisors
California
$29.9K +$1.47K +13 +5%
SOW
1402
State of Wyoming
Wyoming
$28.7K -$6.55K -58 -19%
HCP
1403
Hexagon Capital Partners
Arkansas
$28.6K -$2.03K -18 -7%
MMG
1404
Monetary Management Group
Missouri
$28.2K
NC
1405
NewSquare Capital
Pennsylvania
$27.9K -$1.69K -15 -6%
EARNEST Partners
1406
EARNEST Partners
Georgia
$27.8K
CH
1407
Canton Hathaway
Rhode Island
$27K
CTA
1408
Colonial Trust Advisors
South Carolina
$26.9K -$226 -2 -0.8%
GJIA
1409
Glass Jacobson Investment Advisors
Maryland
$26.7K
HCM
1410
Hollencrest Capital Management
California
$26.2K +$11.3K +100 +76%
HI
1411
Hoey Investments
Pennsylvania
$24.6K
OIAM
1412
OFI Invest Asset Management
France
$24.1K +$24.1K +226 New
AWA
1413
Artemis Wealth Advisors
New York
$23.5K
WOC
1414
West Oak Capital
California
$23K
RDIA
1415
RE Dickinson Investment Advisors
Iowa
$23K
HF
1416
Halpern Financial
Virginia
$22.8K +$17.4K +154 +321%
AWA
1417
Authentikos Wealth Advisory
California
$22.6K +$22.6K +200 New
RFG
1418
RFP Financial Group
Georgia
$22.5K
SN
1419
Sittner & Nelson
Oregon
$21.7K -$3.39K -30 -14%
BCMLT
1420
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6K
GKIM
1421
GW&K Investment Management
Massachusetts
$21K +$574 +5 +3%
IFAM
1422
Institutional & Family Asset Management
Colorado
$19.1K
BWAM
1423
Boyd Watterson Asset Management
Ohio
$16.8K -$1.24K -11 -7%
NMG
1424
New Millennium Group
Utah
$15.4K
GBT
1425
Grove Bank & Trust
Florida
$15.1K