1,425 hedge funds and large institutions have $56.7B invested in Fiserv in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 486 increasing their positions, 540 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+88
Holders Change %
+6.58%
% of All Funds
22.99%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
486
Reduced
540
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
1276
Private Trust Company
Ohio
$103K +$22.9K +227 +29%
RTC
1277
Riverview Trust Company
Washington
$102K -$2.53K -25 -2%
AP
1278
Atwood & Palmer
Missouri
$101K
CLOS
1279
Compagnie Lombard Odier SCmA
Switzerland
$101K -$78.8K -780 -44%
FPB
1280
First PREMIER Bank
South Dakota
$101K
WAM
1281
WFA Asset Management
Wisconsin
$96.9K -$9.2K -91 -9%
GFL
1282
Granite FO LLC
New Hampshire
$96K +$96K +920 New
MFG
1283
Mendota Financial Group
Wisconsin
$94.9K +$94.9K +939 New
HFM
1284
Harvest Fund Management
China
$90K +$77.4K +765 +612%
TLA
1285
Tanglewood Legacy Advisors
Texas
$88.1K +$88.1K +872 New
WOSD
1286
WFA of San Diego
California
$87.9K +$87.9K +870 New
NSB
1287
Norway Savings Bank
Maine
$81.2K
EWM
1288
Evermay Wealth Management
Virginia
$80.9K
CA
1289
Crewe Advisors
Utah
$80.6K -$139K -1,371 -63%
SOW
1290
State of Wyoming
Wyoming
$78.5K -$74.9K -741 -49%
AAM
1291
Advisors Asset Management
Colorado
$75.8K +$75.8K +750 New
BHWM
1292
Bay Harbor Wealth Management
Maryland
$74K +$506 +5 +0.7%
GIA
1293
GHP Investment Advisors
Colorado
$73.8K -$5.46K -54 -7%
RFA
1294
Resurgent Financial Advisors
Georgia
$73.8K +$73.8K +730 New
C
1295
Covestor
United Kingdom
$72K -$5.62K -56 -7%
TSW
1296
Thompson Siegel & Walmsley
Virginia
$69K
TWA
1297
TCI Wealth Advisors
Arizona
$67.2K -$39.3K -389 -37%
AWM
1298
AllSquare Wealth Management
New York
$66.8K +$17.2K +170 +35%
FAM
1299
Fred Alger Management
New York
$66.7K
PO
1300
Private Ocean
California
$65.7K +$9.3K +92 +16%