1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
826
HBK Sorce Advisory
Pennsylvania
$818K +$8.66K +81 +1%
BMA
827
Brooks Moore & Associates
Tennessee
$817K +$168K +1,575 +26%
SL
828
Stevard LLC
Illinois
$812K
ST
829
Spinnaker Trust
Maine
$812K
MPPLM
830
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$811K +$493K +4,611 +155%
TNA
831
True North Advisors
Texas
$801K +$801K +7,500 New
APG
832
Abacus Planning Group
South Carolina
$791K -$353K -3,305 -31%
CPO
833
Cerity Partners OCIO
New York
$788K -$4.49K -42 -0.6%
AWP
834
Abacus Wealth Partners
California
$786K
VWM
835
Venturi Wealth Management
Texas
$781K -$15.2K -142 -2%
SWP
836
Stratos Wealth Partners
Ohio
$779K -$17.9K -167 -2%
AWM
837
Accurate Wealth Management
Florida
$778K +$778K +7,278 New
SIM
838
Sadoff Investment Management
Wisconsin
$777K +$5.34K +50 +0.7%
MCM
839
Manchester Capital Management
Vermont
$775K +$7.81K +73 +1%
SHGA
840
Sand Hill Global Advisors
California
$773K -$56.2K -526 -7%
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$769K -$48.2K -451 -6%
Two Sigma Investments
842
Two Sigma Investments
New York
$769K +$588K +5,500 +324%
AC
843
Avestar Capital
New York
$767K +$26.4K +247 +4%
V
844
VeraBank
Texas
$762K +$2.35K +22 +0.3%
WB
845
WesBanco Bank
West Virginia
$757K +$10.7K +100 +1%
DTL
846
Dynamic Technology Lab
Singapore
$756K +$756K +7,075 New
OFS
847
Orrstown Financial Services
Pennsylvania
$750K -$46.8K -432 -6%
BOS
848
Bank of Stockton
California
$750K -$35.3K -330 -4%
WT
849
Whittier Trust
California
$749K -$6.63K -62 -0.9%
SBIA
850
Sheaff Brock Investment Advisors
Indiana
$747K