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 %
FIM
926
Freedom Investment Management
Connecticut
$472K -$3.65K -39 -0.8%
BAAM
927
Baker Avenue Asset Management
California
$469K -$1.51M -16,096 -76%
LAM
928
Lynch Asset Management
Pennsylvania
$467K -$467K -5,000 -50%
TCM
929
Tributary Capital Management
Nebraska
$463K +$463K +4,950 New
RGC
930
Roberts, Glore & Co
Illinois
$462K -$23.4K -250 -5%
OL
931
Optas LLC
Texas
$461K +$31.2K +333 +7%
STA
932
Summit Trail Advisors
New York
$459K -$52.4K -560 -10%
SDWMA
933
Schneider Downs Wealth Management Advisors
Pennsylvania
$459K +$2.53K +27 +0.6%
PRC
934
Pearl River Capital
Michigan
$458K -$994K -10,624 -68%
IAA
935
Independent Advisor Alliance
North Carolina
$457K +$94 +1 +0%
GCM
936
Graham Capital Management
Connecticut
$456K -$523K -5,586 -53%
EIP
937
Ellis Investment Partners
Pennsylvania
$456K
WPW
938
Waldron Private Wealth
Pennsylvania
$455K -$12.6K -135 -3%
MAM
939
Mystic Asset Management
Rhode Island
$450K +$4.21K +45 +0.9%
PCMC
940
Paragon Capital Management (Colorado)
Colorado
$449K
AT
941
Arden Trust
Delaware
$449K +$91.5K +980 +26%
VIM
942
Vista Investment Management
Pennsylvania
$445K +$26.7K +286 +6%
OWA
943
Outlook Wealth Advisors
Texas
$445K +$445K +4,765 New
MCM
944
MAI Capital Management
Ohio
$444K +$108K +1,148 +32%
KOCAA
945
Knights of Columbus Asset Advisors
Connecticut
$443K +$443K +4,738 New
1SB
946
1ST Source Bank
Indiana
$441K -$1.87K -20 -0.4%
BWP
947
Baldwin Wealth Partners
Massachusetts
$441K
AssetMark Inc
948
AssetMark Inc
California
$440K -$8.79K -94 -2%
CCA
949
Checchi Capital Advisers
California
$437K +$4.12K +44 +1%
KA
950
Kintegral Advisory
New York
$435K