1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1026
Strategic Wealth Partners
Ohio
$361K +$361K +3,381 New
CIC
1027
Carnegie Investment Counsel
Ohio
$353K
EP
1028
EPIQ Partners
Minnesota
$351K
QCG
1029
Quadrant Capital Group
Ohio
$350K +$21.3K +199 +6%
MAM
1030
Marotta Asset Management
Virginia
$347K
WAM
1031
Wolverine Asset Management
Illinois
$346K +$48.6K +455 +16%
CCM
1032
Coldstream Capital Management
Washington
$345K -$29.3K -274 -8%
VIM
1033
Vista Investment Management
Pennsylvania
$345K +$14.9K +140 +5%
ACP
1034
Arcus Capital Partners
Georgia
$345K +$27.3K +255 +9%
SSB
1035
Sandy Spring Bank
Maryland
$344K +$147K +1,378 +75%
PCMC
1036
Paragon Capital Management (Colorado)
Colorado
$342K
SB
1037
Strategic Blueprint
Georgia
$342K +$342K +3,202 New
PTC
1038
Provident Trust Company
Wisconsin
$340K -$31.2K -292 -8%
GRP
1039
Global Retirement Partners
California
$338K +$20.5K +192 +6%
ROC
1040
Running Oak Capital
Minnesota
$335K -$4.61M -43,048 -93%
Kayne Anderson Rudnick Investment Management
1041
Kayne Anderson Rudnick Investment Management
California
$335K
RC
1042
Roundview Capital
New Jersey
$332K -$128K -1,199 -28%
EWM
1043
Endurance Wealth Management
Rhode Island
$332K
KA
1044
Kovack Advisors
Florida
$332K +$12.5K +117 +4%
WF
1045
WoodTrust Financial
Wisconsin
$330K -$2.03K -19 -0.6%
FNFDCM
1046
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$330K
OPS
1047
Orion Portfolio Solutions
Nebraska
$327K +$10.3K +96 +3%
QCM
1048
Quest Capital Management
Texas
$327K +$17K +159 +5%
AA
1049
Addison Advisors
Vermont
$327K +$327K +3,060 New
OPA
1050
Old Port Advisors
Maine
$325K -$50.8K -464 -14%