1,320 hedge funds and large institutions have $50.8B invested in Fiserv in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 452 increasing their positions, 555 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.32%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.22%
New
113
Increased
452
Reduced
555
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
1276
Private Capital Group
Connecticut
$8K +$1.46K +16 +22%
CCMIC
1277
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7K
BBPWM
1278
Blue Bell Private Wealth Management
Pennsylvania
$7K +$875 +10 +14%
GKIM
1279
GW&K Investment Management
Massachusetts
$7K +$2.24K +25 +47%
BSB
1280
Bangor Savings Bank
Maine
$7K +$7K +85 New
IAS
1281
IMA Advisory Services
Colorado
$6K -$15.1K -169 -72%
CFD
1282
Creative Financial Designs
Indiana
$6K -$2.21K -25 -27%
BCMLT
1283
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
DWP
1284
Destiny Wealth Partners
Florida
$6K +$6K +68 New
NIC
1285
Northwest Investment Counselors
Oregon
$5K
TFGT
1286
TS Financial Group (TSFG)
Illinois
$5K
AWM
1287
Activest Wealth Management
Florida
$5K
WPA
1288
West Paces Advisors
Georgia
$4.8K
SC
1289
Sierra Capital
Florida
$4K
FWM
1290
Focused Wealth Management
New York
$4K
TIM
1291
Tortoise Investment Management
New York
$4K
BWL
1292
Bogart Wealth LLC
Virginia
$4K
CCM
1293
Chilton Capital Management
Texas
$4K +$4K +50 New
GFPC
1294
Global Financial Private Client
Florida
$3.15K
SWA
1295
SOA Wealth Advisors
New York
$3K -$1.5K -20 -33%
CWA
1296
Clearview Wealth Advisors
Oregon
$3K
ACK
1297
Andrew C. Karlinski
$3K
DI
1298
Disciplined Investments
Oklahoma
$3K +$677 +7 +29%
RG
1299
Retirement Group
California
$3K +$1.5K +19 +100%
BIM
1300
Baldwin Investment Management
Pennsylvania
$2.5K -$1 -7 -0%