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 %
CFB
1451
Cullen/Frost Bankers
Texas
$5.76K -$14.5K -128 -72%
YAL
1452
Your Advocates Ltd
Texas
$5.65K -$45.2K -400 -89%
MA
1453
MCF Advisors
Kentucky
$5.65K
FWM
1454
Focused Wealth Management
New York
$5.65K
CCP
1455
Carmel Capital Partners
California
$5.65K
TIM
1456
Tortoise Investment Management
New York
$5.42K
BWL
1457
Bogart Wealth LLC
Virginia
$4.74K
SHIM
1458
Stone House Investment Management
Pennsylvania
$4.52K +$4.52K +40 New
SIC
1459
SJS Investment Consulting
Ohio
$3.95K +$339 +3 +9%
MTIC
1460
Missouri Trust & Investment Company
Missouri
$3.84K
TCA
1461
Trifecta Capital Advisors
Illinois
$3.16K
TFM
1462
TFC Financial Management
Massachusetts
$2.94K
WWM
1463
Wolff Wiese Magana
California
$2.82K
RG
1464
Retirement Group
California
$2.26K
ECM
1465
Everence Capital Management
Indiana
$2.23K
JWM
1466
Janiczek Wealth Management
Colorado
$1.92K
LF
1467
Lee Financial
Texas
$1.81K
PWMG
1468
Provence Wealth Management Group
California
$1.58K +$1.58K +14 New
TWP
1469
TFO Wealth Partners
Ohio
$1.26K +$883 +7 +233%
CWC
1470
Carolinas Wealth Consulting
North Carolina
$1.14K
BSB
1471
Bangor Savings Bank
Maine
$1.13K -$5.42K -48 -83%
NFSG
1472
Newbridge Financial Services Group
Florida
$1.13K
CSC
1473
Caldwell Sutter Capital
California
$1.13K
BBPWM
1474
Blue Bell Private Wealth Management
Pennsylvania
$1.13K
FSWA
1475
Financial Synergies Wealth Advisors
Texas
$1.13K +$1.13K +10 New