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 %
KIG
776
Kowal Investment Group
Wisconsin
$965K +$48.9K +471 +5%
Bessemer Group
777
Bessemer Group
New Jersey
$954K +$322K +3,103 +51%
SAM
778
Steinberg Asset Management
New York
$951K -$82.3K -793 -8%
RIA
779
Regal Investment Advisors
Michigan
$941K +$97K +935 +11%
SLF
780
Sun Life Financial
Ontario, Canada
$936K +$83.6K +807 +10%
KFI
781
Key Financial Inc
Pennsylvania
$924K
Koshinski Asset Management
782
Koshinski Asset Management
Illinois
$921K -$143K -1,382 -13%
AIM
783
Achmea Investment Management
Netherlands
$920K -$1.08M -10,425 -54%
WIA
784
Westbourne Investment Advisors
Maryland
$911K -$196K -1,890 -18%
VWM
785
Venturi Wealth Management
Texas
$911K -$101K -975 -10%
PBO
786
Peoples Bank (Ohio)
Ohio
$910K -$31.1K -300 -3%
STAS
787
Strong Tower Advisory Services
Minnesota
$909K +$104K +1,001 +13%
BRWA
788
B. Riley Wealth Advisors
Florida
$906K -$2.43M -23,422 -73%
KCM
789
Kathmere Capital Management
Pennsylvania
$902K -$55.6K -535 -6%
SWM
790
Segment Wealth Management
Texas
$902K -$39.9K -384 -4%
ANI
791
American National Insurance
Texas
$901K -$5.79M -55,800 -87%
FBC
792
Fairfield, Bush & Co
Connecticut
$897K -$21.8K -210 -2%
FL
793
Fort LP
Maryland
$890K +$166K +1,595 +23%
MCM
794
Mitchell Capital Management
Kansas
$884K -$280K -2,697 -24%
EWM
795
Empirical Wealth Management
Washington
$878K +$469K +4,517 +115%
IDA
796
Intelligence Driven Advisers
California
$876K +$876K +8,665 New
VVP
797
Venture Visionary Partners
Ohio
$869K -$175K -1,685 -17%
American Century Companies
798
American Century Companies
Missouri
$867K +$112K +1,079 +15%
MCC
799
Malaga Cove Capital
California
$866K
ST
800
Smithfield Trust
Pennsylvania
$857K -$8.51K -82 -1%