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 %
AWM
1051
Axxcess Wealth Management
California
$300K +$300K +3,202 New
MAM
1052
Marotta Asset Management
Virginia
$299K
TPWA
1053
TRUE Private Wealth Advisors
Oregon
$299K +$5.51K +59 +2%
RIA
1054
Realta Investment Advisors
Delaware
$298K -$38.2K -408 -11%
PTC
1055
Provident Trust Company
Wisconsin
$298K
Acadian Asset Management
1056
Acadian Asset Management
Massachusetts
$298K +$91.2K +977 +44%
EFS
1057
Essex Financial Services
Connecticut
$297K +$8.43K +90 +3%
KPWS
1058
Kestra Private Wealth Services
Texas
$297K +$30.4K +325 +11%
FC
1059
Forte Capital
New York
$296K
WCM
1060
Wunderlich Capital Managemnt
Tennessee
$293K -$1.96K -21 -0.7%
PCM
1061
Penserra Capital Management
California
$292K +$7.46K +80 +3%
AWA
1062
Arete Wealth Advisors
Illinois
$292K +$55.3K +591 +23%
EWM
1063
Endurance Wealth Management
Rhode Island
$291K
PCM
1064
Pointe Capital Management
Michigan
$291K +$291K +3,110 New
TA
1065
Townsend & Associates
Colorado
$290K +$15.3K +155 +6%
FNFDCM
1066
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$289K
RP
1067
Riverbridge Partners
Minnesota
$288K -$37.9K -405 -12%
IGWM
1068
ICA Group Wealth Management
Colorado
$286K +$41.8K +447 +17%
ETC
1069
Exchange Traded Concepts
Oklahoma
$282K -$21K -224 -7%
SFO
1070
Stokes Family Office
Louisiana
$282K +$25.7K +275 +10%
CT
1071
Clearstead Trust
Maine
$282K +$282K +3,018 New
WCA
1072
Waypoint Capital Advisors
Minnesota
$281K -$56.1K -599 -17%
GIA
1073
Gateway Investment Advisers
Ohio
$281K -$32.5K -348 -10%
CCG
1074
Ceeto Capital Group
Florida
$281K
GIA
1075
Gladstone Institutional Advisory
Florida
$280K +$747 +8 +0.3%