1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MS
951
Maven Securities
Jersey
$518K -$581K -5,749 -53%
OL
952
Optas LLC
Texas
$517K +$19.2K +190 +4%
CC
953
Copperleaf Capital
North Carolina
$516K -$42.2K -418 -8%
JMFC
954
J.M. Forbes & Co
Massachusetts
$515K
FFA
955
First Foundation Advisors
California
$513K -$366K -3,622 -42%
NP
956
NorthRock Partners
Minnesota
$512K +$124K +1,224 +32%
APP
957
Avantax Planning Partners
Iowa
$505K +$505K +4,997 New
GIM
958
Goelzer Investment Management
Indiana
$504K -$182K -1,800 -27%
AG
959
AIA Group
Hong Kong
$501K -$288K -2,851 -37%
OC
960
Oppenheimer & Co
New York
$500K +$34.3K +339 +7%
RGC
961
Roberts, Glore & Co
Illinois
$499K
AWM
962
Apollon Wealth Management
South Carolina
$495K +$39.7K +393 +9%
QCM
963
Qsemble Capital Management
New York
$495K +$495K +4,900 New
VIM
964
Vista Investment Management
Pennsylvania
$494K +$13K +129 +3%
EIP
965
Ellis Investment Partners
Pennsylvania
$493K
TCM
966
Tributary Capital Management
Nebraska
$493K -$7.59K -75 -2%
MAM
967
Mystic Asset Management
Rhode Island
$492K +$6.06K +60 +1%
FIM
968
Freedom Investment Management
Connecticut
$491K -$18K -178 -4%
OWA
969
Outlook Wealth Advisors
Texas
$490K +$8.79K +87 +2%
STA
970
Summit Trail Advisors
New York
$489K -$5.96K -59 -1%
AT
971
Arden Trust
Delaware
$486K -$101 -1 -0%
CI
972
Conning Inc
Connecticut
$485K -$60.1K -595 -11%
PCMC
973
Paragon Capital Management (Colorado)
Colorado
$485K
LOAMS
974
Lombard Odier Asset Management (Switzerland)
Switzerland
$483K +$244K +2,418 +102%
1SB
975
1ST Source Bank
Indiana
$477K