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 %
UAM
1051
UAS Asset Management
New York
$285K +$57K +500 +25%
DACG
1052
Donor Advised Charitable Giving
California
$283K
FWM
1053
Frontier Wealth Management
Missouri
$282K +$36.1K +317 +15%
BAM
1054
Belpointe Asset Management
Nevada
$279K -$33.5K -295 -11%
QTM
1055
qPULA Trading Management
New York
$279K +$279K +2,450 New
JCM
1056
Janney Capital Management
Pennsylvania
$278K
WWM
1057
Western Wealth Management
Colorado
$277K +$277K +2,434 New
ETC
1058
Exchange Traded Concepts
Oklahoma
$276K +$160K +1,405 +138%
1IA
1059
1834 Investment Advisors
Wisconsin
$275K -$8.54K -75 -3%
TPCW
1060
TD Private Client Wealth
New York
$274K +$71.4K +627 +35%
ISL
1061
Ingalls & Snyder LLC
New York
$274K -$9.12K -80 -3%
FIB
1062
First Interstate Bank
Montana
$273K
DP
1063
Dearborn Partners
Illinois
$273K +$114 +1 +0%
EWA
1064
EP Wealth Advisors
California
$273K +$2.05K +18 +0.8%
MSFP
1065
Mark Sheptoff Financial Planning
Connecticut
$271K
FL
1066
Fort LP
Maryland
$269K -$362K -3,184 -57%
AIA
1067
Avalon Investment & Advisory
Texas
$269K -$1.37K -12 -0.5%
PCP
1068
Proficio Capital Partners
Massachusetts
$268K -$38K -333 -12%
DIA
1069
Dana Investment Advisors
Wisconsin
$267K -$46.7K -410 -15%
WPW
1070
Waldron Private Wealth
Pennsylvania
$267K -$5.68K -50 -2%
VC
1071
Veracity Capital
Georgia
$265K -$13.5K -10,023 -5%
WA
1072
WBH Advisory
Maryland
$264K
GW
1073
GW & Wade
Massachusetts
$264K +$26.2K +230 +11%
DMC
1074
Drexel Morgan & Co
Pennsylvania
$262K -$18.2K -160 -7%
BDF
1075
Balasa Dinverno & Foltz
$261K