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 %
MAFM
1076
Mid Atlantic Financial Management
Pennsylvania
$288K -$190K -1,754 -40%
VFA
1077
Voya Financial Advisors
Connecticut
$287K -$11.4K -103 -4%
9WM
1078
9258 Wealth Management
Ohio
$286K +$37.9K +349 +15%
CF
1079
Centaurus Financial
California
$285K -$21.4K -197 -7%
OWA
1080
Opal Wealth Advisors
New York
$284K +$25.8K +238 +10%
DLG
1081
Daniel L. Goodwin
$283K
MHC
1082
Meyer Handelman Company
New York
$282K
SC
1083
Steph & Co
Wisconsin
$282K +$251K +2,321 +823%
CCM
1084
Chickasaw Capital Management
Tennessee
$280K
LIM
1085
Leavell Investment Management
Alabama
$280K +$3.58K +33 +1%
CCM
1086
Carlson Capital Management
Minnesota
$278K +$1.52K +14 +0.5%
VC
1087
Veracity Capital
Georgia
$274K -$4.68M -43,049 -94%
CC
1088
Codex Capital
New York
$271K -$21.7K -200 -7%
AF
1089
Arrow Financial
New York
$269K
SC
1090
Sepio Capital
Utah
$267K -$2.81M -25,877 -91%
JCM
1091
Janney Capital Management
Pennsylvania
$265K
EWA
1092
EP Wealth Advisors
California
$265K +$4.23K +39 +2%
PCM
1093
Penserra Capital Management
California
$265K +$22.2K +205 +9%
AWA
1094
Arete Wealth Advisors
Illinois
$264K -$5.96K -55 -2%
BDF
1095
Balasa Dinverno & Foltz
$264K -$4.88K -45 -2%
IAMOG
1096
Investors Asset Management of Georgia
Georgia
$264K +$264K +2,433 New
WA
1097
WBH Advisory
Maryland
$263K
TPCW
1098
TD Private Client Wealth
New York
$263K +$4.77K +44 +2%
EWM
1099
Evermay Wealth Management
Virginia
$262K -$193K -1,782 -42%
DP
1100
Dearborn Partners
Illinois
$260K