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 %
APC
901
Aspire Private Capital
North Carolina
$543K +$532K +5,685 +4,818%
CIC
902
Chase Investment Counsel
Virginia
$542K
MWC
903
MBM Wealth Consultants
Missouri
$534K +$17.5K +183 +3%
OPS
904
Orion Portfolio Solutions
Nebraska
$532K +$48.6K +519 +10%
SIA
905
Schechter Investment Advisors
Michigan
$530K +$191K +2,042 +56%
BDF
906
Balasa Dinverno & Foltz
$530K +$254K +2,712 +92%
ETIA
907
Epic Trust Investment Advisors
Washington
$528K +$528K +5,647 New
LCM
908
LVM Capital Management
Michigan
$527K -$4.68K -50 -0.9%
SFP
909
Shepherd Financial Partners
Massachusetts
$526K
MMA
910
Miracle Mile Advisors
California
$526K +$526K +5,626 New
TCA
911
Transcend Capital Advisors
New Jersey
$525K +$8.14K +87 +2%
CC
912
Copperleaf Capital
North Carolina
$517K +$152K +1,624 +42%
FBC
913
Fairfield, Bush & Co
Connecticut
$514K -$108K -1,150 -17%
HH
914
Hilltop Holdings
Texas
$512K -$18.2K -195 -3%
NB
915
NBT Bank
New York
$507K
CI
916
Conning Inc
Connecticut
$505K -$30.8K -329 -6%
UCB
917
United Community Bank
South Carolina
$503K +$36.4K +389 +8%
RPCONE
918
Retirement Planning Company of New England
Rhode Island
$500K -$50.4K -540 -9%
Federated Hermes
919
Federated Hermes
Pennsylvania
$490K +$122K +1,307 +33%
SC
920
Savant Capital
Illinois
$488K -$41.2K -440 -8%
BA
921
Bridge Advisory
California
$487K
BP
922
Ballentine Partners
Massachusetts
$481K +$127K +1,360 +36%
JMFC
923
J.M. Forbes & Co
Massachusetts
$477K -$2.71K -29 -0.6%
PGH
924
Partners Group Holding
Switzerland
$474K
NIM
925
NuWave Investment Management
New Jersey
$474K +$474K +5,061 New