1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
901
Copperwynd Financial
Arizona
$596K -$10.4K -100 -2%
TAM
902
Trust Asset Management
Texas
$591K
EWA
903
EP Wealth Advisors
California
$589K +$336K +3,236 +132%
HH
904
Hilltop Holdings
Texas
$583K +$94.3K +907 +19%
TCA
905
Transcend Capital Advisors
New Jersey
$582K -$285K -2,750 -33%
CI
906
Conning Inc
Connecticut
$578K -$73.8K -711 -11%
TA
907
Tectonic Advisors
Texas
$576K +$103K +994 +22%
CGL
908
Clarius Group LLC
Washington
$573K -$86K -828 -13%
IIA
909
Integral Investment Advisors
California
$572K +$572K +5,514 New
CPA
910
Clear Perspective Advisors
Illinois
$568K
NB
911
NBT Bank
New York
$565K -$2.08K -20 -0.4%
BC
912
Bridgefront Capital
Texas
$559K +$559K +5,390 New
VIM
913
Vista Investment Management
Pennsylvania
$557K +$50.5K +486 +10%
MA
914
Mutual Advisors
Nebraska
$555K +$83.1K +801 +18%
SAM
915
Sompo Asset Management
Japan
$554K -$42.5K -410 -7%
ETC
916
Exchange Traded Concepts
Oklahoma
$548K +$45.5K +439 +9%
RGC
917
Roberts, Glore & Co
Illinois
$546K
LCS
918
Levin Capital Strategies
New York
$540K
MGP
919
Metis Global Partners
California
$540K +$540K +5,197 New
BA
920
Bridge Advisory
California
$540K +$540K +5,200 New
BWP
921
Baldwin Wealth Partners
Massachusetts
$537K -$20.8K -200 -4%
OC
922
Oppenheimer & Co
New York
$534K -$189K -1,825 -26%
AG
923
AIA Group
Hong Kong
$534K +$115K +1,110 +28%
CAM
924
Concorde Asset Management
Michigan
$533K -$34.7K -334 -6%
BFO
925
Boston Family Office
Massachusetts
$533K