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 %
BHWM
1226
Bay Harbor Wealth Management
Maryland
$68K +$68K +726 New
ZB
1227
Zions Bancorporation
Utah
$66K +$14.1K +150 +27%
TSW
1228
Thompson Siegel & Walmsley
Virginia
$64K -$94 -1 -0.1%
FAM
1229
Fred Alger Management
New York
$62K
VWM
1230
Valley Wealth Managers
New Jersey
$58K -$25.5K -275 -31%
PSB
1231
Piscataqua Savings Bank
New Hampshire
$57K
CG
1232
Cutler Group
California
$56K -$95.4K -1,036 -63%
GTAM
1233
Global Trust Asset Management
Florida
$56K
IRC
1234
Investors Research Corp
Georgia
$56K
HC
1235
Hoese & Co
Minnesota
$55K
FCA
1236
FinTrust Capital Advisors
South Carolina
$54K +$3.04K +31 +6%
JIR
1237
James Investment Research
Ohio
$53K +$53K +564 New
PO
1238
Private Ocean
California
$52K
LFG
1239
Larson Financial Group
Missouri
$50K
IWP
1240
IAG Wealth Partners
Wisconsin
$50K +$12.1K +129 +32%
EBA
1241
Eagle Bay Advisors
New York
$48K -$1.4K -15 -3%
CCA
1242
Catalyst Capital Advisors
New York
$48K -$1.04K -11 -2%
AWM
1243
AllSquare Wealth Management
New York
$46K +$29K +310 +171%
AIP
1244
Almanack Investment Partners
Pennsylvania
$42K +$42K +452 New
HCP
1245
Hexagon Capital Partners
Arkansas
$40K +$19.6K +209 +96%
CAL
1246
Capital Advisors Ltd
Ohio
$39K +$11.4K +121 +41%
CT
1247
Cambridge Trust
Massachusetts
$38K +$11.8K +125 +45%
GAG
1248
Goodman Advisory Group
Massachusetts
$37K
IFS
1249
Intelligent Financial Strategies
Minnesota
$37K
EWA
1250
EverSource Wealth Advisors
Alabama
$37K +$14.1K +153 +62%