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 %
VPIM
751
Vanguard Personalized Indexing Management
California
$1.08M -$151K -1,459 -12%
CPA
752
Court Place Advisors
Maryland
$1.07M
AF
753
Advisornet Financial
Minnesota
$1.06M -$5.81K -56 -0.5%
FWCM
754
Ferguson Wellman Capital Management
Oregon
$1.06M -$2.59K -25 -0.2%
KCM
755
Kendall Capital Management
Maryland
$1.06M +$96K +925 +10%
MSAM
756
Moloney Securities Asset Management
Missouri
$1.05M +$386K +3,719 +58%
PCM
757
Poehling Capital Management
Wisconsin
$1.05M +$42.9K +413 +4%
CIA
758
Choate Investment Advisors
Massachusetts
$1.04M
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M -$81.8K -788 -7%
ERSOT
760
Employees Retirement System of Texas
Texas
$1.04M
LAM
761
Lynch Asset Management
Pennsylvania
$1.04M +$1.04M +10,000 New
OQS
762
Occudo Quantitative Strategies
Florida
$1.03M +$1.03M +9,955 New
IRF
763
IBM Retirement Fund
New York
$1.03M -$722K -6,955 -41%
OSAM
764
O'Shaughnessy Asset Management
Connecticut
$1.02M +$16.7K +161 +2%
EF
765
Empirical Finance
Pennsylvania
$1.02M +$282K +2,721 +38%
ESCM
766
Echo Street Capital Management
New York
$1.01M +$1.01M +9,703 New
CA
767
Cetera Advisors
Colorado
$997K -$22.4K -216 -2%
PDN
768
Pensionfund DSM Netherlands
Netherlands
$996K
CBT
769
Central Bank & Trust
Kentucky
$994K -$26.1K -252 -3%
S
770
SimplyRich
California
$991K
BCM
771
Brown Capital Management
Maryland
$983K +$130K +1,252 +15%
SW
772
SkyOak Wealth
Michigan
$981K -$10.3K -99 -1%
JHCP
773
Jackson Hole Capital Partners
Oklahoma
$970K -$11.8K -114 -1%
CG
774
Caprock Group
Idaho
$966K +$129K +1,247 +15%
SCP
775
Shorepoint Capital Partners
Massachusetts
$965K +$38.5K +371 +4%