1,196 hedge funds and large institutions have $63.9B invested in Fiserv in 2020 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 399 increasing their positions, 498 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-15
Holders Change %
-1.24%
% of All Funds
24.2%
Holding in Top 10
79
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.33%
% of All Funds
1.6%
New
126
Increased
399
Reduced
498
Closed
127
Calls
$1.78B
Puts
$324M
Net Calls
+$1.46B
Net Calls Change
+$510M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1001
NewEdge Advisors
Louisiana
$265K -$781K -7,572 -75%
BMA
1002
Brooks Moore & Associates
Tennessee
$265K +$265K +2,575 New
FNT
1003
First National Trust
Pennsylvania
$262K -$6.19K -60 -2%
CCM
1004
Coldstream Capital Management
Washington
$259K -$21.9K -213 -8%
MAM
1005
Meeder Asset Management
Ohio
$256K -$9.89K -96 -4%
DACG
1006
Donor Advised Charitable Giving
California
$256K
1IA
1007
1834 Investment Advisors
Wisconsin
$256K
ISL
1008
Ingalls & Snyder LLC
New York
$256K +$256K +2,483 New
SC
1009
Sepio Capital
Utah
$254K
DMC
1010
Drexel Morgan & Co
Pennsylvania
$254K +$254K +2,460 New
W
1011
WealthStone
Ohio
$254K +$254K +2,466 New
JCM
1012
Janney Capital Management
Pennsylvania
$251K
PA
1013
Pinnacle Associates
New York
$251K +$251K +2,438 New
HCM
1014
Hengehold Capital Management
Ohio
$250K -$139K -1,351 -36%
WA
1015
WBH Advisory
Maryland
$250K -$7.23K -70 -3%
IAN
1016
Integrated Advisors Network
Texas
$248K -$206 -2 -0.1%
SB
1017
Strategic Blueprint
Georgia
$248K +$248K +2,402 New
DP
1018
Dearborn Partners
Illinois
$247K
FIB
1019
First Interstate Bank
Montana
$247K
WPW
1020
Waldron Private Wealth
Pennsylvania
$247K +$247K +2,402 New
JSC
1021
Jackson Square Capital
California
$245K -$102K -994 -29%
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$245K
EWA
1023
EP Wealth Advisors
California
$245K +$245K +2,379 New
AIA
1024
Avalon Investment & Advisory
Texas
$244K +$3.09K +30 +1%
NAM
1025
NTV Asset Management
West Virginia
$242K