1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
1001
Vista Capital Partners
Oregon
$416K +$518 +5 +0.1%
CCA
1002
Covey Capital Advisors
Georgia
$415K -$139K -1,339 -25%
RC
1003
RBF Capital
California
$415K
FFG
1004
Fortem Financial Group
California
$414K -$43.5K -419 -10%
IC
1005
Intersect Capital
California
$406K -$14.6K -141 -3%
LOAMS
1006
Lombard Odier Asset Management (Switzerland)
Switzerland
$406K +$406K +3,908 New
MFS
1007
Madrona Financial Services
Washington
$405K
PAS
1008
Park Avenue Securities
New York
$405K +$67.8K +654 +20%
WPW
1009
Waldron Private Wealth
Pennsylvania
$404K
PP
1010
Pegasus Partners
Wisconsin
$400K +$43K +414 +12%
SP
1011
Symmetry Partners
Connecticut
$399K -$37.8K -365 -9%
MGIA
1012
Moneta Group Investment Advisors
Missouri
$397K -$2.91K -28 -0.7%
DCM
1013
Dupont Capital Management
Delaware
$395K -$211K -2,035 -35%
HTC
1014
Haverford Trust Company
Pennsylvania
$393K -$39.7K -382 -9%
BFM
1015
Boston Financial Management
Massachusetts
$391K
CC
1016
Copperleaf Capital
North Carolina
$391K +$70.7K +682 +22%
TSS
1017
Two Sigma Securities
New York
$391K +$195K +1,876 +99%
EP
1018
Edgestream Partners
New Jersey
$390K -$132K -1,273 -25%
GW
1019
GW & Wade
Massachusetts
$386K -$28K -270 -7%
CFGS
1020
Concourse Financial Group Securities
Alabama
$384K +$102K +985 +36%
BFG
1021
Beacon Financial Group
Texas
$383K +$7.11K +66 +2%
TWM
1022
Thrive Wealth Management
Pennsylvania
$383K +$383K +3,686 New
BP
1023
Ballentine Partners
Massachusetts
$380K
YIA
1024
YHB Investment Advisors
Connecticut
$379K -$1.45K -14 -0.4%
OWA
1025
Opal Wealth Advisors
New York
$373K +$101K +974 +37%