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 %
AW
1451
Avion Wealth
Texas
$3K +$3K +37 New
FGAM
1452
Financial Gravity Asset Management
Texas
$2.86K +$295 +13 +12%
RG
1453
Retirement Group
California
$2.52K
AA
1454
Ancora Advisors
Ohio
$2.17K +$2.17K +17 New
JWM
1455
Janiczek Wealth Management
Colorado
$2.15K
LF
1456
Lee Financial
Texas
$2.02K
CSC
1457
Caldwell Sutter Capital
California
$1.26K
BBPWM
1458
Blue Bell Private Wealth Management
Pennsylvania
$1.26K
CWC
1459
Carolinas Wealth Consulting
North Carolina
$1.26K
NFSG
1460
Newbridge Financial Services Group
Florida
$1.26K
GFPC
1461
Global Financial Private Client
Florida
$1.26K -$3.02K -24 -71%
MHR
1462
Matthew Hamilton Rosenberg
$757
CB
1463
CNB Bank
Pennsylvania
$378 -$7.43K -59 -95%
TWP
1464
TFO Wealth Partners
Ohio
$378
HWP
1465
Highline Wealth Partners
California
$252
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1466
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$126
M
1467
MOTCO
Texas
$126 +$126 +1 New
Comerica Bank
1468
Comerica Bank
Texas
$12 +$12 +173 New
BG
1469
Baupost Group
Massachusetts
-$60.3M -533,382 Closed
VRS
1470
Virginia Retirement Systems
Virginia
-$34.4M -304,000 Closed
MVP
1471
Miller Value Partners
Florida
-$32.5M -287,648 Closed
Hudson Bay Capital Management
1472
Hudson Bay Capital Management
Connecticut
-$31.6M -280,000 Closed
AFCM
1473
Applied Finance Capital Management
Puerto Rico
-$22.1M -195,622 Closed
OIAM
1474
OFI Invest Asset Management
France
-$1.44M -162,763 Closed
IG
1475
ING Group
Netherlands
-$11.6M -102,879 Closed