1,290 hedge funds and large institutions have $70.1B invested in Fiserv in 2020 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 535 increasing their positions, 383 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+94
Holders Change %
+7.86%
% of All Funds
22.89%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.45%
New
191
Increased
535
Reduced
383
Closed
78
Calls
$1.27B
Puts
$488M
Net Calls
+$783M
Net Calls Change
-$675M
Name Holding Trade Value Shares
Change
Shares
Change %
SBIA
826
Sheaff Brock Investment Advisors
Indiana
$790K +$1.48K +13 +0.2%
HSA
827
HBK Sorce Advisory
Pennsylvania
$787K -$44.5K -391 -5%
BWM
828
Buckley Wealth Management
Nevada
$784K +$74.5K +655 +11%
S
829
Seeyond
France
$782K -$199K -1,754 -20%
WT
830
Whittier Trust
California
$782K -$94K -826 -11%
ANRIA
831
American National Registered Investment Advisor
Texas
$782K -$9.68K -85 -1%
SW
832
SVB Wealth
Massachusetts
$775K +$31.2K +274 +4%
AssetMark Inc
833
AssetMark Inc
California
$769K -$4.1K -36 -0.5%
DC
834
Davenport & Co
Virginia
$769K +$2.5K +22 +0.3%
FC
835
FORA Capital
Florida
$769K +$769K +6,756 New
IIC
836
Integrated Investment Consultants
Michigan
$766K
FFG
837
Fortem Financial Group
California
$763K
KCM
838
Kendall Capital Management
Maryland
$753K -$36.4K -320 -5%
GD
839
Grandfield & Dodd
New York
$750K
PP
840
Prudential plc
United Kingdom
$748K +$112K +981 +18%
IIA
841
ICW Investment Advisors
Arizona
$741K -$26.2K -232 -3%
HIA
842
Harbor Investment Advisory
Maryland
$734K +$14.2K +125 +2%
CBT
843
CoreFirst Bank & Trust
Kansas
$729K +$729K +6,400 New
IFWM
844
Institute for Wealth Management
Colorado
$728K +$5.24K +46 +0.7%
AP
845
Advisors Preferred
Maryland
$721K +$721K +6,440 New
HCM
846
HMS Capital Management
Tennessee
$711K -$59.6K -523 -8%
BAM
847
Blueshift Asset Management
New Jersey
$707K +$707K +6,213 New
LCM
848
LVM Capital Management
Michigan
$706K
CAPTRUST Financial Advisors
849
CAPTRUST Financial Advisors
North Carolina
$705K -$299K -2,623 -30%
FTDI
850
First Trust Direct Indexing
Massachusetts
$703K +$703K +6,177 New