1,290 hedge funds and large institutions have $70.1B invested in Fiserv in 2020 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 535 increasing their positions, 383 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+94
Holders Change %
+7.86%
% of All Funds
22.89%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.45%
New
191
Increased
535
Reduced
383
Closed
78
Calls
$1.27B
Puts
$488M
Net Calls
+$783M
Net Calls Change
-$675M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
976
Bison Wealth
Georgia
$412K +$412K +3,620 New
WF
977
WoodTrust Financial
Wisconsin
$411K +$68.4K +600 +20%
CPA
978
Clear Perspective Advisors
Illinois
$406K +$5.81K +51 +1%
SBH
979
Segall Bryant & Hamill
Illinois
$404K +$8.31K +73 +2%
CSPIA
980
Cary Street Partners Investment Advisory
Virginia
$402K -$583K -5,122 -59%
PTC
981
Provident Trust Company
Wisconsin
$396K
MWM
982
Mission Wealth Management
California
$395K +$1.71K +15 +0.4%
PP
983
Pegasus Partners
Wisconsin
$391K
OL
984
Optas LLC
Texas
$379K +$379K +3,325 New
D.E. Shaw & Co
985
D.E. Shaw & Co
New York
$376K -$8.01M -70,259 -96%
TIS
986
Tortoise Index Solutions
Kansas
$376K -$6.26K -55 -2%
MGIA
987
Moneta Group Investment Advisors
Missouri
$375K +$31.4K +276 +9%
EP
988
EPIQ Partners
Minnesota
$373K
BPB
989
Badgley, Phelps & Bell
Washington
$373K +$63K +554 +20%
NIMI
990
Natixis Investment Managers International
France
$369K +$369K +3,242 New
OPA
991
Old Port Advisors
Maine
$368K +$17K +152 +5%
MAM
992
Marotta Asset Management
Virginia
$364K
EH
993
Employers Holdings
Nevada
$364K
PCMC
994
Paragon Capital Management (Colorado)
Colorado
$364K
CCM
995
Coldstream Capital Management
Washington
$364K +$77.2K +678 +27%
FA
996
FDx Advisors
Illinois
$360K +$360K +3,166 New
CIC
997
Carnegie Investment Counsel
Ohio
$359K +$62.6K +550 +21%
NERM
998
New England Research & Management
Illinois
$358K
FANJ
999
Financial Architects (New Jersey)
New Jersey
$358K +$358K +3,140 New
IWP
1000
Insight Wealth Partners
Texas
$357K