1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
951
WhitTier Trust Company
Nevada
$261K -$19.9K -210 -7%
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$260K
BPB
953
Badgley, Phelps & Bell
Washington
$260K +$62.5K +658 +32%
H
954
HoyleCohen
California
$259K
VWM
955
Venturi Wealth Management
Texas
$259K +$259K +2,725 New
SNBOSCI
956
Security National Bank of Sioux City Iowa
Iowa
$258K -$25.4K -268 -9%
TMAM
957
Tokio Marine Asset Management
Japan
$258K +$53.6K +564 +26%
JA
958
JLB & Associates
Michigan
$257K -$4.73K -50 -2%
BWM
959
Baystate Wealth Management
Massachusetts
$257K
PCMC
960
Private Capital Management (Colorado)
Colorado
$256K
SWM
961
SeaCrest Wealth Management
New York
$255K +$10.8K +114 +4%
CFB
962
Cullen/Frost Bankers
Texas
$254K +$92.8K +975 +58%
BAM
963
Belpointe Asset Management
Nevada
$253K -$114K -1,199 -31%
IA
964
IFP Advisors
Florida
$249K -$84.6K -876 -25%
AII
965
AGF Investments Inc
Ontario, Canada
$249K +$249K +2,626 New
CIC
966
Carnegie Investment Counsel
Ohio
$248K
LOAMS
967
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$82.1K -864 -25%
AC
968
Alexandria Capital
Virginia
$247K
MHC
969
Meyer Handelman Company
New York
$247K
AWA
970
Arete Wealth Advisors
Illinois
$247K +$2.38K +25 +1%
PCP
971
Proficio Capital Partners
Massachusetts
$247K +$247K +2,558 New
1IA
972
1834 Investment Advisors
Wisconsin
$244K -$36.7K -386 -13%
SPC
973
Sigma Planning Corp
Michigan
$243K -$44.5K -469 -15%
CAC
974
Certified Advisory Corp
Florida
$241K
FNT
975
First National Trust
Pennsylvania
$241K +$19K +200 +9%