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 %
FFM
851
Forum Financial Management
Illinois
$657K +$34.7K +371 +6%
DC
852
Dryden Capital
Florida
$655K
SHGA
853
Sand Hill Global Advisors
California
$654K -$1.59K -17 -0.2%
SAM
854
Sompo Asset Management
Japan
$654K +$74.7K +800 +13%
CGL
855
Clarius Group LLC
Washington
$650K +$39.7K +424 +7%
CWM
856
Chesapeake Wealth Management
Virginia
$649K -$9.36K -100 -1%
NB
857
Nicolet Bankshares
Wisconsin
$648K
AAM
858
Aureus Asset Management
Massachusetts
$644K
TAM
859
Townsend Asset Management
North Carolina
$640K
SSWM
860
Sheets Smith Wealth Management
North Carolina
$640K +$640K +6,836 New
SIA
861
Strategic Investment Advisors
Michigan
$637K +$637K +6,806 New
WI
862
Wahed Invest
New York
$636K +$40.3K +431 +7%
GIM
863
Goelzer Investment Management
Indiana
$635K -$2.92M -31,174 -82%
WIS
864
Wright Investors Service
Connecticut
$635K +$187 +2 +0%
PI
865
PEAK6 Investments
Illinois
$635K +$635K +6,790 New
CBT
866
Central Bank & Trust
Kentucky
$632K -$265K -2,829 -30%
CAC
867
Certified Advisory Corp
Florida
$622K
TAM
868
Trust Asset Management
Texas
$622K +$34.8K +372 +6%
IFWM
869
Institute for Wealth Management
Colorado
$621K +$3.84K +41 +0.6%
MCM
870
Maryland Capital Management
Maryland
$616K +$161K +1,725 +35%
SLF
871
Sun Life Financial
Ontario, Canada
$615K -$171K -1,824 -22%
PGCM
872
Prescott Group Capital Management
Oklahoma
$614K
FNA
873
First National Advisers
Nebraska
$614K +$614K +6,561 New
TFS
874
Thoroughbred Financial Services
Tennessee
$612K +$24K +257 +4%
KeyBank National Association
875
KeyBank National Association
Ohio
$611K +$53.7K +574 +10%