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 %
CL
1001
CSS LLC
Illinois
$374K +$374K +4,000 New
GP
1002
Girard Partners
Pennsylvania
$373K +$8.6K +92 +2%
EWA
1003
Exencial Wealth Advisors
Oklahoma
$373K +$9.17K +98 +3%
AMBIA
1004
Allen Mooney & Barnes Investment Advisors
Georgia
$372K
CAMG
1005
CWA Asset Management Group
Florida
$372K +$90.2K +964 +32%
CIA
1006
Capital Investment Advisors
Georgia
$367K -$8.52K -91 -2%
MFS
1007
Madrona Financial Services
Washington
$361K -$3.93K -42 -1%
SBH
1008
Segall Bryant & Hamill
Illinois
$360K +$360K +3,840 New
NP
1009
NorthRock Partners
Minnesota
$359K +$359K +3,842 New
BAM
1010
Belpointe Asset Management
Nevada
$356K +$5.89K +63 +2%
HWA
1011
Heritage Wealth Advisors
Virginia
$356K +$281K +3,000 +375%
FHA
1012
Flagship Harbor Advisors
Massachusetts
$353K -$25.7K -275 -7%
SC
1013
Steph & Co
Wisconsin
$353K +$10.7K +114 +3%
SAM
1014
Silphium Asset Management
United Kingdom
$351K +$93.6K +1,000 +36%
CFG
1015
Cooper Financial Group
California
$350K +$29K +310 +9%
EI
1016
Ellevest Inc
New York
$347K +$61.9K +661 +22%
WA
1017
Wealth Alliance
New York
$344K +$22.3K +238 +7%
LRWA
1018
Long Run Wealth Advisors
New York
$343K +$343K +3,667 New
BFPW
1019
BOK Financial Private Wealth
Colorado
$341K +$341K +3,640 New
FPIS
1020
Financial Planning & Information Services
Wisconsin
$340K
ACM
1021
Advisors Capital Management
New Jersey
$338K +$338K +3,377 New
SFA
1022
Semmax Financial Advisors
North Carolina
$336K -$18.9K -196 -5%
YIA
1023
YHB Investment Advisors
Connecticut
$336K -$5.61K -60 -2%
BA
1024
Bellwether Advisors
Nebraska
$334K +$332K +3,559 +16,948%
MIA
1025
MMBG Investment Advisors
Florida
$333K