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 %
SM
1501
STF Management
Texas
-$777K -6,875 Closed
EFM
1502
E Fund Management
China
-$766K -6,778 Closed
FWC
1503
First Washington Corp
Washington
-$735K -6,500 Closed
SPC
1504
Sigma Planning Corp
Michigan
-$670K -5,928 Closed
DFG
1505
Delta Financial Group
New Jersey
-$597K -5,282 Closed
Voloridge Investment Management
1506
Voloridge Investment Management
Florida
-$583K -5,160 Closed
SLF
1507
Sun Life Financial
Ontario, Canada
-$572K -5,072 Closed
GIM
1508
Goelzer Investment Management
Indiana
-$563K -4,984 Closed
LOAMS
1509
Lombard Odier Asset Management (Switzerland)
Switzerland
-$540K -4,779 Closed
SBIA
1510
Sheaff Brock Investment Advisors
Indiana
-$495K -4,383 Closed
GSWM
1511
Greenup Street Wealth Management
Michigan
-$472K -4,175 Closed
AG
1512
AIA Group
Hong Kong
-$470K -4,156 Closed
IPAM
1513
ICICI Prudential Asset Management
India
-$455K -4,022 Closed
HI
1514
HBK Investments
Texas
-$449K -3,973 Closed
CCM
1515
CAAS Capital Management
New York
-$441K -3,900 Closed
RSA
1516
River Street Advisors
Illinois
-$426K -3,772 Closed
MWM
1517
Moran Wealth Management
Florida
-$411K -3,632 Closed
SPP
1518
Single Point Partners
Massachusetts
-$403K -3,564 Closed
PGH
1519
Partners Group Holding
Switzerland
-$394K -3,487 Closed
SCP
1520
Shorepoint Capital Partners
Massachusetts
-$393K -3,473 Closed
CF
1521
Centaurus Financial
California
-$391K -3,461 Closed
EWA
1522
Exencial Wealth Advisors
Oklahoma
-$387K -3,427 Closed
EP
1523
Edgestream Partners
New Jersey
-$355K -3,143 Closed
DP
1524
Dearborn Partners
Illinois
-$353K -3,121 Closed
PMEF
1525
Point72 Middle East FZE
United Arab Emirates
-$306K -2,704 Closed