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 %
MWC
1301
MBM Wealth Consultants
Missouri
$64K -$499K -4,963 -89%
ZB
1302
Zions Bancorporation
Utah
$63.5K -$7.58K -75 -11%
VWM
1303
Valley Wealth Managers
New Jersey
$63.2K
DMBA
1304
Deseret Mutual Benefit Administrators
Utah
$62.2K -$52.1K -515 -46%
PSB
1305
Piscataqua Savings Bank
New Hampshire
$61.1K
HC
1306
Hoese & Co
Minnesota
$61K
GTAM
1307
Global Trust Asset Management
Florida
$60.6K
IRC
1308
Investors Research Corp
Georgia
$60.4K
EBA
1309
Eagle Bay Advisors
New York
$59.5K +$7.58K +75 +15%
FCA
1310
FinTrust Capital Advisors
South Carolina
$55.7K
LFG
1311
Larson Financial Group
Missouri
$53.9K
MCM
1312
MV Capital Management
Maryland
$50.9K +$19.8K +196 +64%
CCA
1313
Catalyst Capital Advisors
New York
$50.1K -$1.42K -14 -3%
AIM
1314
Arcadia Investment Management
Michigan
$50K -$50.5K -500 -50%
AAMA
1315
Advanced Asset Management Advisors
Ohio
$45.5K +$45.5K +450 New
CT
1316
Cambridge Trust
Massachusetts
$41K
IWP
1317
IAG Wealth Partners
Wisconsin
$40.9K -$13K -129 -24%
IFS
1318
Intelligent Financial Strategies
Minnesota
$40.4K
GAG
1319
Goodman Advisory Group
Massachusetts
$40K
ME
1320
McIlrath & Eck
Washington
$38.9K
MG
1321
MilWealth Group
Wisconsin
$38.9K
MIFH
1322
Migdal Insurance & Financial Holdings
Israel
$35K +$35K +343 New
CAL
1323
Capital Advisors Ltd
Ohio
$34K -$8.37K -82 -20%
LWANC
1324
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.9K -$3.34K -33 -9%
BHWM
1325
Beaird Harris Wealth Management
Texas
$33.6K +$33.6K +332 New