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 %
JF
851
Jump Financial
Illinois
$743K +$433K +4,058 +140%
KeyBank National Association
852
KeyBank National Association
Ohio
$736K +$51.5K +482 +8%
MWM
853
Mission Wealth Management
California
$736K +$364K +3,404 +98%
SW
854
SVB Wealth
Massachusetts
$734K -$33.4K -313 -4%
FIA
855
Foundations Investment Advisors
Arizona
$733K +$81.3K +746 +12%
CAC
856
Certified Advisory Corp
Florida
$733K +$397K +3,713 +118%
AAM
857
Aureus Asset Management
Massachusetts
$730K
ANRIA
858
American National Registered Investment Advisor
Texas
$729K -$4.81K -45 -0.7%
AL
859
ACAS LLC
California
$727K
CI
860
Conning Inc
Connecticut
$725K -$81.1K -758 -10%
IIA
861
ICW Investment Advisors
Arizona
$723K +$11.3K +106 +2%
BWM
862
Buckley Wealth Management
Nevada
$716K -$26.7K -250 -4%
OCM
863
Orser Capital Management
Texas
$716K +$716K +6,700 New
RP
864
Riverbridge Partners
Minnesota
$713K -$59.1K -553 -8%
BFM
865
Boothbay Fund Management
New York
$709K -$33.3K -312 -4%
OWP
866
Obermeyer Wealth Partners
Colorado
$707K -$52.4K -490 -7%
EF
867
Empirical Finance
Pennsylvania
$705K +$118K +1,106 +20%
B
868
Barings
North Carolina
$703K -$28.5K -267 -4%
IFWM
869
Institute for Wealth Management
Colorado
$698K -$16.7K -156 -2%
HAG
870
HighPoint Advisor Group
Illinois
$697K -$147K -1,379 -17%
IIC
871
Integrated Investment Consultants
Michigan
$696K -$24.3K -227 -3%
FWC
872
First Washington Corp
Washington
$695K
WP
873
Waycross Partners
Kentucky
$695K
MSAM
874
Moloney Securities Asset Management
Missouri
$694K +$177K +1,658 +34%
KCM
875
Kendall Capital Management
Maryland
$693K