1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1051
Clearwater Capital Advisors
Illinois
$317K
Financial Engines Advisors
1052
Financial Engines Advisors
California
$316K +$23K +212 +8%
JWM
1053
JGP Wealth Management
Oregon
$313K
WJWM
1054
Williams Jones Wealth Management
New York
$311K
NIMI
1055
Natixis Investment Managers International
France
$310K -$18.7K -172 -6%
ISL
1056
Ingalls & Snyder LLC
New York
$310K -$13.1K -121 -4%
CCM
1057
Coldstream Capital Management
Washington
$308K -$24.1K -234 -7%
S
1058
Seeyond
France
$307K -$553K -5,097 -64%
AAS
1059
Avantax Advisory Services
Texas
$307K +$11.2K +103 +4%
FA
1060
FDx Advisors
Illinois
$306K +$306K +2,819 New
PWS
1061
Peloton Wealth Strategists
Indiana
$303K -$108K -1,000 -26%
CFS
1062
CRA Financial Services
New Jersey
$303K
PSP
1063
Principal Street Partners
Tennessee
$302K +$42.6K +394 +16%
WTC
1064
WhitTier Trust Company
Nevada
$299K +$542 +5 +0.2%
SAM
1065
Silphium Asset Management
United Kingdom
$298K +$81.4K +750 +38%
B
1066
Barings
North Carolina
$297K -$416K -3,838 -58%
PFGIA
1067
Patriot Financial Group Insurance Agency
Massachusetts
$297K +$14.5K +133 +5%
CFGS
1068
Concourse Financial Group Securities
Alabama
$294K +$4.12K +38 +1%
MA
1069
MONECO Advisors
Connecticut
$294K +$28.8K +266 +11%
BWP
1070
BSW Wealth Partners
Colorado
$293K +$293K +2,705 New
IIM
1071
Ipswich Investment Management
Massachusetts
$292K
RIA
1072
Realta Investment Advisors
Delaware
$292K +$72.7K +671 +33%
HIP
1073
HUB Investment Partners
Texas
$292K +$88.9K +818 +44%
NB
1074
Northwest Bancshares
Pennsylvania
$291K
HIC
1075
Holderness Investments Company
North Carolina
$291K +$30.9K +285 +12%