1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
501
Robertson Stephens Wealth Management
California
$3.75M +$3.75M +36,111 New
TIM
502
Triad Investment Management
California
$3.7M +$3.7M +35,658 New
CWM
503
CIBC World Markets
New York
$3.7M -$2.5M -24,075 -40%
BF
504
BOK Financial
Oklahoma
$3.69M -$2.46M -23,669 -40%
SI
505
Stephens Inc
Arkansas
$3.66M +$195K +1,882 +6%
LCM
506
Linker Capital Management
Kentucky
$3.65M +$3.65M +35,148 New
PCA
507
Providence Capital Advisors
North Carolina
$3.64M +$149K +1,432 +4%
HWAM
508
Hennion & Walsh Asset Management
New Jersey
$3.62M +$23.4K +225 +0.6%
DILIC
509
Dai-ichi Life Insurance Company
Japan
$3.62M
UCFA
510
United Capital Financial Advisors
Texas
$3.62M -$1.89M -18,206 -34%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$3.62M +$3.62M +34,827 New
GT
512
Glenview Trust
Kentucky
$3.58M -$201K -1,937 -5%
IA
513
IndexIQ Advisors
New York
$3.58M +$17K +164 +0.5%
CFG
514
Citizens Financial Group
Rhode Island
$3.55M -$182K -1,758 -5%
ICM
515
Invenomic Capital Management
Massachusetts
$3.54M +$3.54M +34,138 New
HWM
516
Hohimer Wealth Management
Washington
$3.52M +$3.52M +33,866 New
NIM
517
Nicollet Investment Management
Minnesota
$3.49M -$189K -1,825 -5%
JCM
518
Jag Capital Management
Missouri
$3.41M -$60.9K -587 -2%
MCM
519
Monarch Capital Management
Indiana
$3.41M +$852K +8,206 +33%
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$3.39M -$1.64M -15,817 -33%
BSA
521
Bull Street Advisors
Georgia
$3.37M
GWM
522
Geneos Wealth Management
Colorado
$3.37M +$16.9K +163 +0.5%
AIM
523
Anchor Investment Management
South Carolina
$3.37M -$19.5K -188 -0.6%
ATC
524
Argent Trust Co
Tennessee
$3.37M +$360K +3,469 +12%
SG
525
Stonnington Group
California
$3.36M -$131K -1,200 -4%