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 %
SPI
901
Santori & Peters Inc
Pennsylvania
$571K -$123K -1,056 -18%
AC
902
Alexandria Capital
Virginia
$569K +$273K +2,400 +92%
DCM
903
Donaldson Capital Management
Indiana
$567K -$26.6K -234 -4%
EIP
904
Ellis Investment Partners
Pennsylvania
$567K
BFO
905
Boston Family Office
Massachusetts
$560K -$62.7K -550 -10%
WP
906
WMS Partners
Maryland
$558K -$59.7K -525 -10%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$558K +$35.5K +312 +7%
RBA
908
Richard Bernstein Advisors
New York
$556K
BS
909
Banco Santander
Spain
$553K +$553K +4,860 New
AWP
910
Accretive Wealth Partners
New Jersey
$550K +$550K +4,833 New
DJSG
911
D.J. St. Germain
Massachusetts
$545K -$456 -4 -0.1%
MFG
912
Monte Financial Group
Connecticut
$540K +$7.52K +66 +1%
CIA
913
Citadel Investment Advisory
Ohio
$530K +$530K +4,656 New
TI
914
Tidal Investments
Wisconsin
$527K +$527K +4,628 New
CG
915
Caprock Group
Idaho
$522K -$1.71K -15 -0.3%
RCAG
916
Rehmann Capital Advisory Group
Michigan
$521K +$36.7K +322 +8%
WAM
917
Wolverine Asset Management
Illinois
$521K +$205K +1,798 +65%
SCA
918
STALEY CAPITAL ADVISERS
Pennsylvania
$517K
SF
919
Symphony Financial
Texas
$515K +$43.5K +389 +9%
GC
920
Grace Capital
Massachusetts
$513K -$48.5K -426 -9%
TIA
921
Tiemann Investment Advisors
California
$512K -$2.84K -25 -0.6%
CCM
922
Condor Capital Management
New Jersey
$512K
CW
923
CreativeOne Wealth
Kansas
$510K +$157K +1,375 +44%
PWS
924
Peloton Wealth Strategists
Indiana
$509K -$273K -2,400 -35%
CIA
925
Capital Investment Advisors
Georgia
$509K +$4.55K +40 +0.9%