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 %
RTL
1426
Red Tortoise LLC
Georgia
$8.45K
CB
1427
Centennial Bank
Arkansas
$8.07K
HWM
1428
HighMark Wealth Management
Minnesota
$7.57K +$890 +8 +13%
BSB
1429
Bangor Savings Bank
Maine
$7.32K -$3.41K -27 -32%
NIC
1430
Northwest Investment Counselors
Oregon
$7.19K
TFGT
1431
TS Financial Group (TSFG)
Illinois
$7K
CJL
1432
Cyrus J. Lawrence
New York
$6.62K +$120 +948 +2%
FFL
1433
Financial Freedom LLC
Ohio
$6.31K
FWM
1434
Focused Wealth Management
New York
$6.31K
MA
1435
MCF Advisors
Kentucky
$6.31K
CCP
1436
Carmel Capital Partners
California
$6.31K
TIM
1437
Tortoise Investment Management
New York
$6.06K
HF
1438
Halpern Financial
Virginia
$5.99K +$5.99K +48 New
BWL
1439
Bogart Wealth LLC
Virginia
$5.3K
BEI
1440
Benjamin Edwards Inc
Missouri
$5K
SWA
1441
SOA Wealth Advisors
New York
$4.54K
MTIC
1442
Missouri Trust & Investment Company
Missouri
$4.29K +$4.29K +34 New
SIC
1443
SJS Investment Consulting
Ohio
$4.04K -$252 -2 -6%
CWA
1444
Clearview Wealth Advisors
Oregon
$3.79K -$2.52K -20 -40%
TF
1445
Tompkins Financial
New York
$3.79K
AAG
1446
Armstrong Advisory Group
Massachusetts
$3.79K
DI
1447
Disciplined Investments
Oklahoma
$3.66K
TCA
1448
Trifecta Capital Advisors
Illinois
$3.53K
TFM
1449
TFC Financial Management
Massachusetts
$3.28K +$378 +3 +13%
WWM
1450
Wolff Wiese Magana
California
$3.15K