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 %
IIA
801
ICW Investment Advisors
Arizona
$848K +$72K +694 +9%
AWM
802
Accurate Wealth Management
Florida
$847K -$2.15K -15 -0.3%
GC
803
Grimes & Company
Massachusetts
$839K +$1.25K +12 +0.1%
WF
804
Wayfinding Financial
Washington
$836K +$836K +8,343 New
MSE
805
MUFG Securities EMEA
United Kingdom
$832K +$832K +8,021 New
IWC
806
Integrated Wealth Concepts
Massachusetts
$824K -$17.5K -169 -2%
BCAM
807
Boston Common Asset Management
Massachusetts
$815K
TCM
808
Tran Capital Management
California
$814K -$25.6M -246,640 -97%
APA
809
American Portfolios Advisors
New York
$811K +$20.4K +197 +3%
WT
810
Washington Trust
Rhode Island
$811K -$33.7K -325 -4%
MPPLM
811
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$811K -$3.63K -35 -0.4%
IAN
812
Integrated Advisors Network
Texas
$809K +$25.5K +246 +3%
WI
813
Wintrust Investments
Illinois
$808K +$808K +7,783 New
BCM
814
Blume Capital Management
California
$807K +$765K +7,375 +1,844%
ACS
815
Archford Capital Strategies
Illinois
$804K -$55.4K -534 -6%
VF
816
Virtu Financial
New York
$799K +$799K +7,703 New
NERM
817
New England Research & Management
Illinois
$798K -$7.78K -75 -1%
SL
818
Stevard LLC
Illinois
$789K
FC
819
FORA Capital
Florida
$789K +$789K +7,600 New
ST
820
Spinnaker Trust
Maine
$788K
SWP
821
Stratos Wealth Partners
Ohio
$786K -$831 -8 -0.1%
JIC
822
Johnson Investment Counsel
Ohio
$785K -$130K -1,255 -14%
TCM
823
Tandem Capital Management
New Jersey
$779K -$81.7K -787 -9%
HSA
824
HBK Sorce Advisory
Pennsylvania
$769K -$37.6K -362 -5%
APG
825
Abacus Planning Group
South Carolina
$768K