1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
DGI
976
Disciplined Growth Investors
Minnesota
$420K -$70.1K -691 -14%
SMC
977
Smith, Moore & Co
Missouri
$419K +$4.77K +47 +1%
WWM
978
Western Wealth Management
Colorado
$419K +$178K +1,757 +74%
VNB
979
Virginia National Bank
Virginia
$416K +$416K +4,100 New
CA
980
Crumly & Associates
Illinois
$415K -$1.32K -13 -0.3%
FHC
981
First Heartland Consultants
Missouri
$414K
BP
982
Ballentine Partners
Massachusetts
$414K +$42.9K +423 +12%
LWAC
983
Laurel Wealth Advisors (California)
California
$413K -$20.2K -199 -5%
WSFS
984
Wilmington Savings Fund Society
Delaware
$413K
WP
985
WMS Partners
Maryland
$411K
MWM
986
Minot Wealth Management
Massachusetts
$409K
RC
987
RBF Capital
California
$409K
VCP
988
Vista Capital Partners
Oregon
$407K
PWP
989
Principle Wealth Partners
Connecticut
$407K
SFA
990
Semmax Financial Advisors
North Carolina
$405K -$13.9K -137 -3%
AT
991
Arden Trust
Delaware
$404K +$96.6K +952 +31%
AMBIA
992
Allen Mooney & Barnes Investment Advisors
Georgia
$403K +$403K +3,977 New
KJHP
993
K.J. Harrison & Partners
Ontario, Canada
$400K +$400K +3,945 New
WEG
994
World Equity Group
Illinois
$398K +$398K +3,926 New
CCA
995
Covey Capital Advisors
Georgia
$397K -$8.22K -81 -2%
CC
996
Copperleaf Capital
North Carolina
$395K +$12.3K +121 +3%
H
997
HoyleCohen
California
$395K +$49.7K +490 +14%
MFS
998
Madrona Financial Services
Washington
$393K
IC
999
Intersect Capital
California
$391K -$5.48K -54 -1%
SP
1000
Symmetry Partners
Connecticut
$390K