1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
1101
Valeo Financial Advisors
Indiana
$315K +$315K +3,115 New
EWM
1102
Endurance Wealth Management
Rhode Island
$314K
PCM
1103
Pointe Capital Management
Michigan
$314K
OWP
1104
Obermeyer Wealth Partners
Colorado
$313K -$305K -3,016 -49%
AI
1105
Ariel Investments
Illinois
$313K +$24.3K +240 +8%
CL
1106
COWA LLC
Oklahoma
$313K -$19.3K -191 -6%
ETC
1107
Exchange Traded Concepts
Oklahoma
$312K +$7.58K +75 +2%
FNFDCM
1108
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$312K
AFM
1109
Andesa Financial Management
Pennsylvania
$312K +$312K +3,083 New
RP
1110
Riverbridge Partners
Minnesota
$311K
CIC
1111
Carnegie Investment Counsel
Ohio
$310K -$33.8K -334 -10%
WCM
1112
Wunderlich Capital Managemnt
Tennessee
$310K -$6.26K -62 -2%
WTC
1113
WhitTier Trust Company
Nevada
$307K +$10.5K +104 +4%
CW
1114
CreativeOne Wealth
Kansas
$307K +$307K +3,031 New
EP
1115
EPIQ Partners
Minnesota
$306K +$55.2K +546 +22%
9WM
1116
9258 Wealth Management
Ohio
$305K -$108K -1,067 -26%
WCA
1117
Waypoint Capital Advisors
Minnesota
$303K
CCG
1118
Ceeto Capital Group
Florida
$303K
OCBCO
1119
Oversea-Chinese Banking Corp (OCBC)
Singapore
$301K +$301K +2,974 New
WIM
1120
WealthPlan Investment Management
Nebraska
$300K
WP
1121
WealthPLAN Partners
Nebraska
$299K +$299K +2,576 New
JWM
1122
JGP Wealth Management
Oregon
$298K -$9.7K -96 -3%
PAG
1123
Private Advisor Group
New Jersey
$298K -$11.5K -788 -4%
PP
1124
Pegasus Partners
Wisconsin
$295K -$44.9K -444 -13%
MA
1125
MONECO Advisors
Connecticut
$294K