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 %
SSB
1026
Sandy Spring Bank
Maryland
$371K +$36.4K +350 +11%
TPWA
1027
TRUE Private Wealth Advisors
Oregon
$370K -$28.5K -275 -7%
FBA
1028
Front Barnett Associates
Illinois
$369K -$1.53M -14,763 -81%
MLL
1029
Moody Lynn & Lieberson
Massachusetts
$364K -$70.9K -684 -16%
MAM
1030
Mystic Asset Management
Rhode Island
$364K +$364K +3,516 New
BPA
1031
Beacon Pointe Advisors
California
$358K -$63.6K -612 -15%
QCG
1032
Quadrant Capital Group
Ohio
$357K -$38.8K -374 -10%
PJSIMP
1033
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K -$58.4K -552 -14%
H
1034
HoyleCohen
California
$353K -$108K -1,041 -23%
PAM
1035
Paradigm Asset Management
New York
$353K -$41.5K -400 -11%
CC
1036
Cannell & Co
New York
$352K -$45.1M -434,545 -99%
GSWM
1037
Greenup Street Wealth Management
Michigan
$352K +$352K +3,396 New
PK
1038
Pflug Koory
Nebraska
$349K
EFS
1039
Essex Financial Services
Connecticut
$345K +$11.1K +107 +3%
DG
1040
DMC Group
Alabama
$344K +$344K +3,440 New
Los Angeles Capital Management
1041
Los Angeles Capital Management
California
$338K -$91.9K -884 -21%
GIA
1042
Gateway Investment Advisers
Ohio
$337K -$38.9K -375 -10%
MAM
1043
Marotta Asset Management
Virginia
$332K
FC
1044
Forte Capital
New York
$331K -$11.4K -110 -3%
KPWS
1045
Kestra Private Wealth Services
Texas
$331K +$15K +145 +5%
PTC
1046
Provident Trust Company
Wisconsin
$330K
NP
1047
NorthRock Partners
Minnesota
$330K +$330K +3,182 New
EFL
1048
ERn Financial LLC
Wisconsin
$327K
RIA
1049
Realta Investment Advisors
Delaware
$327K +$47.1K +453 +17%
EWM
1050
Endurance Wealth Management
Rhode Island
$322K