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 %
GA
1126
Geller Advisors
New York
$228K +$228K +2,437 New
CPIA
1127
Cornell Pochily Investment Advisors
New York
$227K -$2.81K -30 -1%
GAA
1128
Global Assets Advisory
Florida
$226K -$102K -990 -31%
CG
1129
Corundum Group
Colorado
$225K
AF
1130
Arrow Financial
New York
$225K
EWM
1131
Evercore Wealth Management
New York
$225K +$225K +2,410 New
BCA
1132
Bay Colony Advisors
Massachusetts
$224K +$9.37K +100 +4%
MWM
1133
Modera Wealth Management
New Jersey
$223K +$1.5K +16 +0.7%
Wolverine Trading
1134
Wolverine Trading
Illinois
$223K +$223K +2,354 New
MSFP
1135
Mark Sheptoff Financial Planning
Connecticut
$222K
LOAMS
1136
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K -$145K -1,547 -40%
PFS
1137
Physicians Financial Services
North Carolina
$221K -$4.39K -47 -2%
WCF
1138
West Coast Financial
California
$221K +$221K +2,363 New
SWP
1139
Strategic Wealth Partners
Ohio
$220K +$1.78K +19 +0.8%
IPAM
1140
ICICI Prudential Asset Management
India
$220K +$39.4K +420 +22%
CA
1141
Claro Advisors
Massachusetts
$219K
RC
1142
Roundview Capital
New Jersey
$218K +$218K +2,325 New
PCIA
1143
Prime Capital Investment Advisors
Kansas
$218K +$218K +2,331 New
HIC
1144
Holderness Investments Company
North Carolina
$216K
GIM
1145
Greenwich Investment Management
Connecticut
$215K
SFA
1146
Sequoia Financial Advisors
Ohio
$213K -$109K -1,166 -34%
CCM
1147
Chickasaw Capital Management
Tennessee
$213K
GA
1148
GraniteShares Advisors
New York
$213K +$213K +2,283 New
ACP
1149
Aveo Capital Partners
Colorado
$210K -$280 -3 -0.1%
HS
1150
Horan Securities
United States
$209K +$11.9K +127 +6%