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 %
JMFC
926
J.M. Forbes & Co
Massachusetts
$532K
LA
927
Latitude Advisors
Florida
$532K +$532K +5,122 New
RPCONE
928
Retirement Planning Company of New England
Rhode Island
$527K +$527K +5,080 New
IAA
929
Ironsides Asset Advisors
North Carolina
$524K +$58.7K +565 +13%
HC
930
Hamilton Capital
Ohio
$524K +$524K +5,050 New
TIS
931
Tortoise Index Solutions
Kansas
$522K -$28.9K -279 -5%
KeyBank National Association
932
KeyBank National Association
Ohio
$520K -$103K -990 -16%
MWM
933
Modera Wealth Management
New Jersey
$520K +$520K +5,010 New
DC
934
Dryden Capital
Florida
$519K +$519K +5,000 New
WT
935
Whittier Trust
California
$515K -$214K -2,060 -29%
IIC
936
Integrated Investment Consultants
Michigan
$514K -$279K -2,690 -35%
BCM
937
Becker Capital Management
Oregon
$512K +$512K +4,935 New
IP
938
Intellectus Partners
California
$509K -$6.02K -58 -1%
SPI
939
Santori & Peters Inc
Pennsylvania
$509K
MWC
940
MBM Wealth Consultants
Missouri
$508K +$160K +1,540 +46%
RBA
941
Richard Bernstein Advisors
New York
$507K
EIP
942
Ellis Investment Partners
Pennsylvania
$506K -$10.4K -100 -2%
BCWM
943
Bartlett & Co Wealth Management
Ohio
$505K +$38.4K +370 +8%
EIA
944
Edgemoor Investment Advisors
Maryland
$505K -$8.31K -80 -2%
BC
945
Bartlett & Co
Ohio
$505K +$38.4K +370 +8%
DGI
946
Disciplined Growth Investors
Minnesota
$502K +$502K +4,833 New
PCMC
947
Paragon Capital Management (Colorado)
Colorado
$498K
1SB
948
1ST Source Bank
Indiana
$491K +$7.78K +75 +2%
PG
949
Pendal Group
Australia
$487K -$7.05K -68 -1%
UCB
950
United Community Bank
South Carolina
$486K +$486K +4,685 New