1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
751
Lionsbridge Wealth Management
Florida
$990K -$468 -5 -0%
HWAM
752
Hennion & Walsh Asset Management
New Jersey
$985K -$1.1M -11,738 -53%
AF
753
Advisornet Financial
Minnesota
$985K +$23.1K +247 +2%
GC
754
Gould Capital
Washington
$981K -$3.74K -40 -0.4%
WWA
755
WCG Wealth Advisors
Nevada
$968K -$31.2K -310 -3%
EH
756
Equitable Holdings
New York
$962K -$462K -4,931 -32%
PCM
757
Poehling Capital Management
Wisconsin
$956K -$75.2K -804 -7%
CA
758
Clearstead Advisors
Ohio
$952K -$276K -2,953 -22%
BCV
759
Banque Cantonale Vaudoise
Switzerland
$951K
AI
760
AXS Investments
New York
$939K -$93K -993 -9%
BC
761
Burney Company
Virginia
$939K +$7.02K +75 +0.8%
MGP
762
Metis Global Partners
California
$938K +$62.7K +670 +7%
VF
763
Virtu Financial
New York
$933K +$933K +9,968 New
LAIC
764
Lederer & Associates Investment Counsel
California
$932K -$8.51K -91 -0.9%
IAN
765
Integrated Advisors Network
Texas
$927K +$62.9K +672 +7%
FWCM
766
Ferguson Wellman Capital Management
Oregon
$923K -$23.9K -255 -3%
FCH
767
Freestone Capital Holdings
Washington
$918K -$23K -246 -2%
MSAM
768
Moloney Securities Asset Management
Missouri
$916K +$61.3K +655 +7%
KCM
769
Kendall Capital Management
Maryland
$914K -$2.34K -25 -0.3%
ST
770
Smithfield Trust
Pennsylvania
$914K +$123K +1,314 +16%
SW
771
SVB Wealth
Massachusetts
$913K +$321K +3,436 +54%
PK
772
Pflug Koory
Nebraska
$912K +$5.61K +60 +0.6%
FFN
773
Focus Financial Network
Minnesota
$908K
RIA
774
Regal Investment Advisors
Michigan
$903K +$27.4K +293 +3%
RJT
775
Raymond James Trust
Florida
$891K -$71K -759 -7%