1,211 hedge funds and large institutions have $60.5B invested in Fiserv in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 468 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+49
Holders Change %
+4.22%
% of All Funds
24.89%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
468
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
1001
WhitTier Trust Company
Nevada
$269K
VC
1002
Veracity Capital
Georgia
$268K +$268K +207,047 New
Kayne Anderson Rudnick Investment Management
1003
Kayne Anderson Rudnick Investment Management
California
$267K
CCM
1004
Coldstream Capital Management
Washington
$267K +$28.6K +293 +12%
BWP
1005
Baldwin Wealth Partners
Massachusetts
$266K -$91.9K -943 -26%
H
1006
HoyleCohen
California
$266K
SNBOSCI
1007
Security National Bank of Sioux City Iowa
Iowa
$266K
AW
1008
Alpha Windward
Massachusetts
$265K -$4.89K -50 -2%
SWM
1009
SeaCrest Wealth Management
New York
$265K +$2.64K +27 +1%
CCM
1010
Carlson Capital Management
Minnesota
$263K +$24.8K +258 +10%
MA
1011
MONECO Advisors
Connecticut
$258K +$32.5K +333 +14%
BPB
1012
Badgley, Phelps & Bell
Washington
$256K -$10.9K -112 -4%
MHC
1013
Meyer Handelman Company
New York
$254K
CIC
1014
Carnegie Investment Counsel
Ohio
$254K
AC
1015
Alexandria Capital
Virginia
$254K
FNT
1016
First National Trust
Pennsylvania
$254K +$6.16K +63 +2%
CM
1017
Castleark Management
Illinois
$252K -$481K -4,920 -66%
MAM
1018
Meeder Asset Management
Ohio
$252K +$34.9K +357 +16%
AWA
1019
Arete Wealth Advisors
Illinois
$251K -$2.34K -24 -0.9%
PCP
1020
Proficio Capital Partners
Massachusetts
$249K -$390 -4 -0.2%
CAC
1021
Certified Advisory Corp
Florida
$248K
CCM
1022
Chickasaw Capital Management
Tennessee
$247K
SIG
1023
Sargent Investment Group
Maryland
$247K +$247K +2,507 New
WA
1024
WBH Advisory
Maryland
$243K -$11.7K -120 -5%
1IA
1025
1834 Investment Advisors
Wisconsin
$243K -$7.32K -75 -3%