1,127 hedge funds and large institutions have $65.8B invested in Fiserv in 2019 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 510 increasing their positions, 281 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+136
Holders Change %
+13.72%
% of All Funds
24.75%
Holding in Top 10
105
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+61.54%
% of All Funds
2.31%
New
194
Increased
510
Reduced
281
Closed
53
Calls
$230M
Puts
$224M
Net Calls
+$6.47M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
1001
C.M. Bidwell & Associates
Hawaii
$206K +$206K +1,984 New
EWM
1002
Evermay Wealth Management
Virginia
$206K +$206K +1,988 New
HW
1003
Hancock Whitney
Mississippi
$206K +$206K +1,996 New
AIM
1004
AIA Investment Management
Singapore
$204K +$204K +1,974 New
CG
1005
Caprock Group
Idaho
$202K +$202K +1,949 New
CCM
1006
Coldstream Capital Management
Washington
$202K +$202K +1,957 New
CBT
1007
Capital Bank & Trust
California
$191K +$12K +116 +7%
MDCM
1008
Morgan Dempsey Capital Management
Wisconsin
$186K
SOAMC
1009
Spirit of America Management Corp
New York
$181K +$25.9K +250 +17%
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
$175K -$50.7K -490 -22%
NMC
1011
Nine Masts Capital
Hong Kong
$174K +$174K +1,675 New
GLI
1012
Guardian Life Insurance
New York
$173K +$55.9K +540 +48%
CHC
1013
City Holding Co
West Virginia
$168K +$168K +1,620 New
CAPTRUST Financial Advisors
1014
CAPTRUST Financial Advisors
North Carolina
$167K +$4.98K +48 +3%
BBHC
1015
Brown Brothers Harriman & Co
New York
$166K +$18.3K +176 +12%
LCM
1016
Laurion Capital Management
New York
$166K +$166K +1,599 New
FPFS
1017
First Personal Financial Services
North Carolina
$162K +$117K +1,128 +261%
SBSB
1018
Sullivan, Bruyette, Speros & Blaney
Virginia
$157K +$157K +1,517 New
IFAM
1019
Institutional & Family Asset Management
Colorado
$153K
SWA
1020
Sutton Wealth Advisors
Florida
$152K +$2.38K +23 +2%
ED
1021
Exane Derivatives
France
$147K +$147K +1,423 +142,300%
BCI
1022
Brinker Capital Investments
Pennsylvania
$145K
SBL
1023
Sargent Bickham Lagudis
Colorado
$145K
SIC
1024
Salem Investment Counselors
North Carolina
$138K
SIM
1025
Sonora Investment Management
Arizona
$125K +$5.49K +53 +5%