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 %
SOS
1076
Silver Oak Securities
Tennessee
$278K +$278K +2,458 New
KJHP
1077
K.J. Harrison & Partners
Ontario, Canada
$276K +$276K +2,945 New
MWM
1078
Meridian Wealth Management
Kentucky
$275K -$228K -2,433 -45%
WTC
1079
WhitTier Trust Company
Nevada
$275K -$31.5K -336 -10%
PJSIMP
1080
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K -$14.5K -150 -5%
MA
1081
MONECO Advisors
Connecticut
$272K -$748 -8 -0.3%
GW
1082
GW & Wade
Massachusetts
$271K -$1.99M -21,267 -88%
IIM
1083
Intact Investment Management
Quebec, Canada
$271K +$271K +2,900 New
CFO
1084
CVA Family Office
Colorado
$270K +$117K +1,255 +77%
ISL
1085
Ingalls & Snyder LLC
New York
$269K
PHK
1086
Point72 Hong Kong
Hong Kong
$268K -$4.11M -43,818 -94%
TIS
1087
Tortoise Index Solutions
Kansas
$267K -$106K -1,138 -28%
AI
1088
Ariel Investments
Illinois
$267K +$33.7K +360 +14%
CFS
1089
CRA Financial Services
New Jersey
$266K
WIM
1090
WealthPlan Investment Management
Nebraska
$259K +$259K +2,576 New
CCA
1091
Clearwater Capital Advisors
Illinois
$259K +$259K +2,770 New
Kayne Anderson Rudnick Investment Management
1092
Kayne Anderson Rudnick Investment Management
California
$256K
IMOV
1093
Investment Management of Virginia
Virginia
$255K
BWP
1094
BSW Wealth Partners
Colorado
$255K +$21.1K +226 +9%
PFM
1095
Parsec Financial Management
North Carolina
$253K +$253K +2,709 New
IIM
1096
Ipswich Investment Management
Massachusetts
$252K
NIMI
1097
Natixis Investment Managers International
France
$251K
PWS
1098
Peloton Wealth Strategists
Indiana
$250K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1099
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$249K +$249K +2,664 New
SCM
1100
Sandler Capital Management
New York
$248K +$14K +150 +6%