1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
901
CenterStar Asset Management
Illinois
$640K
BTW
902
Boston Trust Walden
Massachusetts
$639K +$1.63K +15 +0.3%
DCM
903
Dupont Capital Management
Delaware
$634K -$612K -5,638 -49%
CF
904
Copperwynd Financial
Arizona
$634K +$5.53K +51 +0.9%
Verition Fund Management
905
Verition Fund Management
Connecticut
$625K -$426K -3,926 -41%
SAM
906
Sompo Asset Management
Japan
$623K -$58.5K -540 -9%
TAM
907
Trust Asset Management
Texas
$617K +$41.7K +385 +7%
RP
908
Riverbridge Partners
Minnesota
$605K -$119K -1,100 -16%
NB
909
NBT Bank
New York
$593K -$7.6K -70 -1%
CPA
910
Clear Perspective Advisors
Illinois
$593K +$111K +1,025 +23%
CAM
911
Concorde Asset Management
Michigan
$593K +$593K +5,465 New
SIM
912
Sentry Investment Management
Wisconsin
$590K -$86.2K -794 -13%
RC
913
Roundview Capital
New Jersey
$588K +$251K +2,314 +75%
BWP
914
Baldwin Wealth Partners
Massachusetts
$583K -$4.12K -38 -0.7%
ATPW
915
Ashton Thomas Private Wealth
Arizona
$580K -$1.99M -18,301 -77%
CCA
916
Covey Capital Advisors
Georgia
$579K +$579K +5,333 New
TIS
917
Tortoise Index Solutions
Kansas
$576K -$21.5K -198 -4%
CA
918
Crumly & Associates
Illinois
$575K -$5.1K -47 -0.9%
RGC
919
Roberts, Glore & Co
Illinois
$571K
FAM
920
Fred Alger Management
New York
$569K -$69.2M -638,221 -99%
PA
921
Parallel Advisors
California
$565K +$315K +2,906 +126%
LCS
922
Levin Capital Strategies
New York
$564K
BFO
923
Boston Family Office
Massachusetts
$558K
SEIA
924
Signature Estate & Investment Advisors
California
$557K -$88.2K -813 -14%
JMFC
925
J.M. Forbes & Co
Massachusetts
$556K