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 %
PI
1526
PEAK6 Investments
Illinois
-$302K -2,668 Closed
LA
1527
Latitude Advisors
Florida
-$282K -2,495 Closed
PCS
1528
Personal CFO Solutions
New Jersey
-$274K -2,427 Closed
SFS
1529
Sowell Financial Services
Arkansas
-$262K -2,317 Closed
MSE
1530
MUFG Securities EMEA
United Kingdom
-$261K -2,311 Closed
AWM
1531
Accurate Wealth Management
Florida
-$260K -2,288 Closed
IFU
1532
iSAM Funds (UK)
United Kingdom
-$250K -2,212 Closed
PL
1533
Perpetual Ltd
Australia
-$232K -2,055 Closed
OMC
1534
Old Mission Capital
Illinois
-$224K -1,986 Closed
EWA
1535
EP Wealth Advisors
California
-$1.38M -1,970 Closed
HC
1536
Hourglass Capital
Texas
-$215K -1,900 Closed
CCA
1537
Clearwater Capital Advisors
Illinois
-$211K -1,870 Closed
BAM
1538
Berkshire Asset Management
Pennsylvania
-$203K -1,792 Closed
RMC
1539
Resources Management Corp
Connecticut
-$130K -1,275 Closed
MIA
1540
Milestone Investment Advisors
Wisconsin
-$98.6K -872 Closed
IUHSA
1541
Itau Unibanco Holding S.A.
Brazil
-$90K -796 Closed
TWA
1542
TCI Wealth Advisors
Arizona
-$72.6K -642 Closed
MWC
1543
MBM Wealth Consultants
Missouri
-$48K -637 Closed
HIIFS
1544
Harel Insurance Investments & Financial Services
Israel
-$67K -593 Closed
ORAM
1545
One River Asset Management
Connecticut
-$61K -540 Closed
JIR
1546
James Investment Research
Ohio
-$59K -525 Closed
CCA
1547
Catalyst Capital Advisors
New York
-$41.7K -369 Closed
KM
1548
Kalos Management
Georgia
-$39.1K -346 Closed
DFCM
1549
Dark Forest Capital Management
Puerto Rico
-$32K -283 Closed
SIS
1550
Sound Income Strategies
Florida
-$24.9K -220 Closed