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 %
Bank of Montreal
1251
Bank of Montreal
Ontario, Canada
$36.7K -$10.2K -106,889 -22%
MG
1252
MilWealth Group
Wisconsin
$36K -$6.27K -67 -15%
ME
1253
McIlrath & Eck
Washington
$36K +$3.09K +33 +9%
LWANC
1254
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K -$41.6K -450 -55%
AWMS
1255
Advocacy Wealth Management Services
Georgia
$31K
KFP
1256
KB Financial Partners
New Jersey
$31K
NMG
1257
New Millennium Group
Utah
$30K -$29.9K -315 -50%
AP
1258
Arlington Partners
Alabama
$29K
MCM
1259
MV Capital Management
Maryland
$29K +$10.7K +114 +59%
SC
1260
Siena Capital
Ohio
$28K
BIA
1261
Bell Investment Advisors
California
$28K +$8.48K +89 +43%
CTA
1262
Colonial Trust Advisors
South Carolina
$28K +$28K +295 New
VCM
1263
Versant Capital Management
Arizona
$26K +$278 +3 +1%
AS
1264
Altshuler Shaham
Israel
$25K -$3.08K -32 -11%
JWA
1265
JFS Wealth Advisors
Pennsylvania
$24K -$27.5K -292 -53%
EARNEST Partners
1266
EARNEST Partners
Georgia
$23K
PB
1267
Pinnacle Bancorp
Nebraska
$23K
CH
1268
Canton Hathaway
Rhode Island
$22K
PWMG
1269
Prestige Wealth Management Group
New Jersey
$22K +$376 +4 +2%
GM
1270
GeoWealth Management
Illinois
$22K +$22K +237 New
NC
1271
NewSquare Capital
Pennsylvania
$22K +$22K +240 New
SIS
1272
Sound Income Strategies
Florida
$21K -$7.64K -80 -27%
CFB
1273
Cullen/Frost Bankers
Texas
$20K +$20K +209 New
RDIA
1274
RE Dickinson Investment Advisors
Iowa
$19K +$888 +10 +5%
WOC
1275
West Oak Capital
California
$19K +$19K +200 New