1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1051
Paloma Partners
Connecticut
$329K -$9.16M -76,897 -97%
WTC
1052
WhitTier Trust Company
Nevada
$327K
BPB
1053
Badgley, Phelps & Bell
Washington
$326K -$64.6K -542 -17%
W
1054
WealthStone
Ohio
$323K +$16.4K +138 +5%
Financial Engines Advisors
1055
Financial Engines Advisors
California
$321K +$10.1K +85 +3%
NB
1056
Northwest Bancshares
Pennsylvania
$320K +$105K +884 +49%
PP
1057
Palladium Partners
Virginia
$318K -$15.1K -127 -5%
BCM
1058
Brookstone Capital Management
Illinois
$317K +$69K +580 +28%
CPIG
1059
Chicago Partners Investment Group
Illinois
$317K +$317K +2,504 New
AAS
1060
Avantax Advisory Services
Texas
$316K +$1.2K +10 +0.4%
LBD
1061
Landsberg Bennett & Dubbaneh
Florida
$316K +$86.3K +707 +38%
FWM
1062
Frontier Wealth Management
Missouri
$314K +$18.8K +158 +6%
ONGA
1063
O'Neil Global Advisors
California
$313K +$313K +2,632 New
CCM
1064
Carlson Capital Management
Minnesota
$312K
CBT
1065
Capital Bank & Trust
California
$310K -$156K -1,311 -34%
MHC
1066
Meyer Handelman Company
New York
$310K
LOAMS
1067
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$309K +2,599 New
CCM
1068
Chickasaw Capital Management
Tennessee
$307K
VVP
1069
Venture Visionary Partners
Ohio
$306K +$57.2K +481 +23%
SCM
1070
Southport Capital Management
Tennessee
$303K -$156K -1,309 -34%
LIM
1071
Leavell Investment Management
Alabama
$303K -$44.6K -375 -13%
LSAG
1072
Lake Street Advisors Group
New Hampshire
$300K -$186K -1,564 -38%
WPW
1073
Waldron Private Wealth
Pennsylvania
$300K +$20.3K +171 +7%
PCP
1074
Proficio Capital Partners
Massachusetts
$297K +$17.6K +148 +6%
FNT
1075
First National Trust
Pennsylvania
$296K -$5.95K -50 -2%