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 %
PI
1301
PFS Investments
Georgia
$5.98K +$3.32K +35,523 +125%
WPA
1302
West Paces Advisors
Georgia
$5.05K
NIC
1303
Northwest Investment Counselors
Oregon
$5K
TFGT
1304
TS Financial Group (TSFG)
Illinois
$5K
FWM
1305
Focused Wealth Management
New York
$5K
MFT
1306
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +55 New
TIM
1307
Tortoise Investment Management
New York
$4K
BWL
1308
Bogart Wealth LLC
Virginia
$4K
SC
1309
Sierra Capital
Florida
$4K
BCMLT
1310
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
CYG
1311
Clean Yield Group
Vermont
$4K +$4K +45 New
GFPC
1312
Global Financial Private Client
Florida
$3.24K
BBPWM
1313
Blue Bell Private Wealth Management
Pennsylvania
$3K -$3.86K -45 -56%
ACK
1314
Andrew C. Karlinski
$3K -$643 -6 -18%
CWA
1315
Clearview Wealth Advisors
Oregon
$3K
SWA
1316
SOA Wealth Advisors
New York
$3K
DI
1317
Disciplined Investments
Oklahoma
$3K +$94 +1 +3%
BEI
1318
Benjamin Edwards Inc
Missouri
$3K +$3K +36 New
AWM
1319
Abound Wealth Management
Tennessee
$2.9K +$2.9K +31 New
BIM
1320
Baldwin Investment Management
Pennsylvania
$2.51K -$117 -1,250 -4%
MOS
1321
MGO One Seven
Ohio
$2.45K +$362 +2,578 +17%
HI
1322
Hudock Inc
Pennsylvania
$2K
SIC
1323
SJS Investment Consulting
Ohio
$2K +$2K +23 New
NDSI
1324
Newman Dignan & Sheerar Inc
Rhode Island
$1.13K +1 +0%
NFSG
1325
Newbridge Financial Services Group
Florida
$1K