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 %
CFS
1026
CRA Financial Services
New Jersey
$318K
PSP
1027
Principal Street Partners
Tennessee
$317K +$341 +3 +0.1%
CWM
1028
Circle Wealth Management
New Jersey
$317K +$317K +2,785 New
KA
1029
Kovack Advisors
Florida
$315K -$31.7K -278 -9%
PCA
1030
Personal Capital Advisors
California
$314K -$3.87K -34 -1%
WTC
1031
WhitTier Trust Company
Nevada
$313K
KPW
1032
Kore Private Wealth
New York
$312K +$312K +2,741 New
AWA
1033
Arete Wealth Advisors
Illinois
$311K +$311K +2,743 New
H
1034
HoyleCohen
California
$310K
ACP
1035
Arcus Capital Partners
Georgia
$308K +$308K +2,708 New
CCM
1036
Carlson Capital Management
Minnesota
$306K -$10.6K -91 -3%
OPS
1037
Orion Portfolio Solutions
Nebraska
$301K +$64.2K +564 +27%
AAS
1038
Avantax Advisory Services
Texas
$300K -$292K -2,562 -49%
Financial Engines Advisors
1039
Financial Engines Advisors
California
$297K -$10.2K -90 -3%
VIM
1040
Vista Investment Management
Pennsylvania
$297K +$44.1K +387 +17%
MHC
1041
Meyer Handelman Company
New York
$296K
SFA
1042
Semmax Financial Advisors
North Carolina
$295K +$295K +2,588 New
W
1043
WealthStone
Ohio
$294K +$12.8K +112 +5%
CCM
1044
Chickasaw Capital Management
Tennessee
$293K
CCA
1045
Clearwater Capital Advisors
Illinois
$290K +$290K +2,543 New
FNT
1046
First National Trust
Pennsylvania
$289K
MAFM
1047
Mid Atlantic Financial Management
Pennsylvania
$287K -$18.7K -164 -6%
QCM
1048
Quest Capital Management
Texas
$286K +$286K +2,510 New
SM
1049
SG3 Management
Puerto Rico
$285K -$2M -17,500 -88%
BPA
1050
Beacon Pointe Advisors
California
$285K +$55.4K +486 +24%