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 %
CMA
1426
Cedar Mountain Advisors
Oregon
$15.1K
WBC
1427
West Branch Capital
Massachusetts
$13.6K
AWM
1428
Abound Wealth Management
Tennessee
$13.2K -$1.47K -13 -10%
MFT
1429
Moisand Fitzgerald Tamayo
Florida
$12.4K
GGI
1430
Godsey & Gibb Inc
Virginia
$11.3K
SVCP
1431
Silicon Valley Capital Partners
California
$11.3K
PFA
1432
Pathway Financial Advisers
Indiana
$10.7K +$10.7K +95 New
AIC
1433
Archer Investment Corporation
Indiana
$10.5K
PP
1434
PFS Partners
New Jersey
$10.2K
DAM
1435
Delta Asset Management
Tennessee
$10.2K
AP
1436
Arlington Partners
Alabama
$9.72K
AT
1437
Arlington Trust
Alabama
$9.72K +$9.72K +86 New
HWM
1438
HighMark Wealth Management
Minnesota
$7.68K
RTL
1439
Red Tortoise LLC
Georgia
$7.57K
MIM
1440
Macroview Investment Management
Maryland
$7.23K +$7.23K +64 New
CB
1441
Centennial Bank
Arkansas
$7.23K
ADL
1442
Asset Dedication LLC
California
$7K -$5.97K -75 -46%
RL
1443
Rogco LP
Oklahoma
$6.55K +$6.55K +58 New
NIC
1444
Northwest Investment Counselors
Oregon
$6.44K
CB
1445
CNB Bank
Pennsylvania
$6.33K +$5.99K +53 +1,767%
TFGT
1446
TS Financial Group (TSFG)
Illinois
$6K
AW
1447
Avion Wealth
Texas
$6K +$2.69K +30 +81%
SS
1448
Sunbelt Securities
Texas
$5.87K -$11.2K -99 -66%
HGERS
1449
Householder Group Estate & Retirement Specialist
Arizona
$5.76K +$5.76K +51 New
AWM
1450
Activest Wealth Management
Florida
$5.76K -$37.6K -333 -87%