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 %
OPW
1201
Oxler Private Wealth
New York
$120K
ZIG
1202
Zullo Investment Group
Pennsylvania
$114K
WPWM
1203
Western Pacific Wealth Management
Illinois
$114K +$114K +1,222 New
BTI
1204
Blue Trust Inc
Georgia
$112K +$21.3K +238 +23%
BONH
1205
Bank of New Hampshire
New Hampshire
$111K
BWM
1206
Baystate Wealth Management
Massachusetts
$110K
DMBA
1207
Deseret Mutual Benefit Administrators
Utah
$106K -$10.9K -116 -9%
JFA
1208
JNBA Financial Advisors
Minnesota
$104K
GWS
1209
Glassman Wealth Services
Virginia
$101K +$7.5K +80 +8%
IAIM
1210
International Assets Investment Management
Florida
$101K +$101K +1,083 New
TWA
1211
TCI Wealth Advisors
Arizona
$99K +$282 +3 +0.3%
WAM
1212
WFA Asset Management
Wisconsin
$98.2K
RTC
1213
Riverview Trust Company
Washington
$97K +$64.6K +689 +199%
AP
1214
Atwood & Palmer
Missouri
$94K
FPB
1215
First PREMIER Bank
South Dakota
$94K +$37.6K +400 +67%
AIM
1216
Arcadia Investment Management
Michigan
$93K -$46.7K -500 -33%
EWM
1217
Evermay Wealth Management
Virginia
$75K
NSB
1218
Norway Savings Bank
Maine
$75K
PTC
1219
Private Trust Company
Ohio
$74K +$10.4K +112 +16%
GIA
1220
GHP Investment Advisors
Colorado
$73K +$38.2K +410 +110%
AWA
1221
Artemis Wealth Advisors
New York
$72.6K
C
1222
Covestor
United Kingdom
$72K -$5.03K -54 -7%
PI
1223
PineBridge Investments
New York
$72K +$12K +128 +20%
SFO
1224
Standard Family Office
South Dakota
$70K +$70K +743 New
WBC
1225
West Branch Capital
Massachusetts
$68K