1,320 hedge funds and large institutions have $50.8B invested in Fiserv in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 452 increasing their positions, 555 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.32%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.22%
New
113
Increased
452
Reduced
555
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
1026
Beta Wealth Group
California
$302K +$8.88K +100 +3%
CIC
1027
Carnegie Investment Counsel
Ohio
$301K -$31.6K -356 -10%
BFG
1028
Beacon Financial Group
Texas
$299K -$21.1K -228 -7%
GIA
1029
Gateway Investment Advisers
Ohio
$298K -$2.4K -27 -0.8%
SCA
1030
Stonebridge Capital Advisors
Minnesota
$298K +$95.3K +1,071 +47%
CIM
1031
Contravisory Investment Management
Massachusetts
$297K +$297K +3,336 New
MAM
1032
Marotta Asset Management
Virginia
$296K
FL
1033
Fort LP
Maryland
$296K -$336K -3,774 -53%
JG
1034
Jefferies Group
New York
$293K +$293K +3,295 New
AAP
1035
Arax Advisory Partners
Colorado
$292K +$128K +1,437 +78%
WTC
1036
WhitTier Trust Company
Nevada
$291K +$28.4K +319 +11%
GAA
1037
Global Assets Advisory
Florida
$291K +$291K +3,185 New
SS
1038
Simplicity Solutions
Minnesota
$289K +$44.4K +499 +18%
ETC
1039
Exchange Traded Concepts
Oklahoma
$288K -$105K -1,178 -27%
IGWM
1040
ICA Group Wealth Management
Colorado
$286K
PTC
1041
Provident Trust Company
Wisconsin
$283K
MM
1042
MQS Management
New York
$282K +$282K +3,166 New
FC
1043
Forte Capital
New York
$281K -$2.22K -25 -0.8%
WCM
1044
Wunderlich Capital Managemnt
Tennessee
$281K +$281K +3,154 New
FFA
1045
Fragasso Financial Advisors
Pennsylvania
$281K +$281K +3,162 New
BFEC
1046
Benjamin F. Edwards & Company
Missouri
$280K +$11.7K +132 +4%
TPWA
1047
TRUE Private Wealth Advisors
Oregon
$279K -$46.6K -525 -14%
PP
1048
Pegasus Partners
Wisconsin
$279K -$23.4K -263 -8%
JWM
1049
JGP Wealth Management
Oregon
$278K +$3.2K +34 +1%
EWM
1050
Endurance Wealth Management
Rhode Island
$276K