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 %
KIA
1551
KCM Investment Advisors
California
-$207K -1,638 Closed
PVM
1552
Palogic Value Management
Texas
-$207K -1,638 Closed
PWP
1553
Phillips Wealth Planners
Mississippi
-$206K -1,634 Closed
ODG
1554
O'Dell Group
Ohio
-$203K -1,608 Closed
SIG
1555
Stonegate Investment Group
Alabama
-$202K -1,605 Closed
VCM
1556
Vision Capital Management
Oregon
-$202K -1,602 Closed
2L
1557
25 LLC
Missouri
-$206K -1,600 Closed
ATFA
1558
All Terrain Financial Advisors
Minnesota
-$202K -1,600 Closed
PIWA
1559
Prevail Innovative Wealth Advisors
Kansas
-$202K -1,600 Closed
CA
1560
Crewe Advisors
Utah
-$149K -1,181 Closed
WP
1561
WealthPLAN Partners
Nebraska
-$107K -847 Closed
RP
1562
Rowlandmiller & Partners
Georgia
-$105K -834 Closed
IGWM
1563
ICA Group Wealth Management
Colorado
-$103K -818 Closed
SSG
1564
Summit Securities Group
New York
-$102K -806 Closed
MUMSS
1565
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$73K -579 Closed
RFA
1566
Resurgent Financial Advisors
Georgia
-$51.2K -406 Closed
PIAS
1567
PCA Investment Advisory Services
Ohio
-$26.7K -212 Closed
RI
1568
Ridgewood Investments
New Jersey
-$9.81K -78 Closed
FA
1569
Fiduciary Alliance
South Carolina
-$9.46K -75 Closed
MAWCM
1570
Mine & Arao Wealth Creation & Management
California
-$9.34K -74 Closed
FFL
1571
Financial Freedom LLC
Ohio
-$6.31K -50 Closed
BEI
1572
Benjamin Edwards Inc
Missouri
-$5K -36 Closed
SWA
1573
SOA Wealth Advisors
New York
-$4.54K -36 Closed
AAG
1574
Armstrong Advisory Group
Massachusetts
-$3.79K -30 Closed
CWA
1575
Clearview Wealth Advisors
Oregon
-$3.79K -30 Closed