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 %
YIA
926
YHB Investment Advisors
Connecticut
$568K -$40.6K -380 -7%
IWC
927
Integrated Wealth Concepts
Massachusetts
$568K +$33.8K +316 +6%
WA
928
Wambolt & Associates
Colorado
$567K +$9.2K +85 +2%
TAM
929
Trust Asset Management
Texas
$567K +$82.8K +775 +17%
RGC
930
Roberts, Glore & Co
Illinois
$562K -$12.8K -120 -2%
FCM
931
Fortis Capital Management
Washington
$562K +$196K +1,838 +54%
NICM
932
Neo Ivy Capital Management
New York
$557K +$328K +3,072 +144%
ACI
933
Alpha Cubed Investments
California
$556K -$1.56M -14,583 -74%
LCS
934
Levin Capital Strategies
New York
$556K
BFO
935
Boston Family Office
Massachusetts
$549K +$24K +225 +5%
TMAM
936
Tokio Marine Asset Management
Japan
$549K +$110K +1,027 +25%
JMFC
937
J.M. Forbes & Co
Massachusetts
$548K
VPIM
938
Vanguard Personalized Indexing Management
California
$547K -$458K -4,285 -46%
EIP
939
Ellis Investment Partners
Pennsylvania
$543K
AIM
940
Allen Investment Management
New York
$538K -$9.85M -92,179 -95%
MCM
941
Maltese Capital Management
New York
$535K
AC
942
Alexandria Capital
Virginia
$534K
PP
943
Prudential plc
United Kingdom
$532K +$532K +4,975 New
CM
944
Capula Management
Cayman Islands
$529K -$296K -2,771 -36%
Jones Financial Companies
945
Jones Financial Companies
Missouri
$526K -$109K -1,016 -17%
SPI
946
Santori & Peters Inc
Pennsylvania
$524K
RBA
947
Richard Bernstein Advisors
New York
$521K
CG
948
Caprock Group
Idaho
$517K +$10.1K +94 +2%
MAM
949
Meeder Asset Management
Ohio
$513K -$38.6K -361 -7%
DJSG
950
D.J. St. Germain
Massachusetts
$504K