1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
801
AlphaCrest Capital Management
New York
$956K -$12.5M -115,432 -93%
KWM
802
Kingsview Wealth Management
Oregon
$934K -$112K -1,030 -11%
CW
803
CreativeOne Wealth
Kansas
$931K +$79.9K +736 +9%
Federated Hermes
804
Federated Hermes
Pennsylvania
$924K +$4.02K +37 +0.4%
TCA
805
Transcend Capital Advisors
New Jersey
$918K +$320K +2,910 +53%
PCH
806
PGIM Custom Harvest
New Jersey
$914K -$68.1K -628 -7%
ST
807
Smithfield Trust
Pennsylvania
$905K
MCC
808
Malaga Cove Capital
California
$905K
TCM
809
Tandem Capital Management
New Jersey
$900K -$420K -3,868 -32%
UB
810
UMB Bank
Missouri
$898K +$2.17K +20 +0.2%
ACS
811
Archford Capital Strategies
Illinois
$898K +$41.8K +385 +5%
SLF
812
Sun Life Financial
Ontario, Canada
$892K +$276K +2,549 +45%
BCM
813
Brown Capital Management
Maryland
$891K -$204K -1,885 -19%
CWM
814
Chesapeake Wealth Management
Virginia
$890K -$136K -1,255 -13%
WT
815
Washington Trust
Rhode Island
$884K +$10.9K +100 +1%
RIA
816
Regal Investment Advisors
Michigan
$882K +$30.6K +282 +4%
IWC
817
Integrated Wealth Concepts
Massachusetts
$879K +$303K +2,790 +52%
MPM
818
Meritage Portfolio Management
Kansas
$878K
GC
819
Grimes & Company
Massachusetts
$876K
CG
820
Caprock Group
Idaho
$875K +$350K +3,230 +67%
FHA
821
Flagship Harbor Advisors
Massachusetts
$868K
LG
822
LaFleur & Godfrey
Michigan
$863K
BCAM
823
Boston Common Asset Management
Massachusetts
$852K
AWM
824
Accurate Wealth Management
Florida
$851K -$196K -1,364 -19%
MPPLM
825
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$851K +$27.8K +256 +3%