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 %
PCP
1101
Proficio Capital Partners
Massachusetts
$259K -$3.79K -35 -1%
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$258K
BPWM
1103
Badgley Phelps Wealth Managers
Washington
$258K +$258K +2,376 New
WP
1104
WealthPLAN Partners
Nebraska
$257K +$3.81K +37 +2%
CT
1105
Columbia Trust
Oregon
$254K +$30.7K +282 +14%
KPW
1106
Kore Private Wealth
New York
$252K +$252K +2,321 New
PHK
1107
Point72 Hong Kong
Hong Kong
$250K -$1.25M -11,506 -83%
BFA
1108
Beaumont Financial Advisors
Massachusetts
$250K -$658 -6 -0.3%
PGAM
1109
Princeton Global Asset Management
New Jersey
$250K
CPIG
1110
Chicago Partners Investment Group
Illinois
$250K +$2K +20 +0.8%
MSR
1111
Main Street Research
Connecticut
$248K -$12.8K -118 -5%
QP
1112
Quilter Plc
United Kingdom
$247K -$15.2K -140 -6%
BFEC
1113
Benjamin F. Edwards & Company
Missouri
$247K +$130K +1,192 +110%
FWM
1114
Frontier Wealth Management
Missouri
$242K
FWM
1115
Fairhaven Wealth Management
Illinois
$241K
SCA
1116
Stonebridge Capital Advisors
Minnesota
$240K -$233K -2,146 -49%
Acadian Asset Management
1117
Acadian Asset Management
Massachusetts
$240K
EFSCE
1118
Enterprise Financial Services Corp (EFSC)
Missouri
$239K -$171K -1,577 -42%
PIM
1119
Penobscot Investment Management
Massachusetts
$239K
RPSA
1120
Richard P. Slaughter Associates
Texas
$238K
LC
1121
LCNB Corp
Ohio
$236K
AMC
1122
Asset Management Corp
Illinois
$236K +$236K +2,175 New
SMC
1123
Smith, Moore & Co
Missouri
$235K +$10.9K +100 +5%
OCM
1124
Osterweis Capital Management
California
$234K
TSW
1125
Thompson Siegel & Walmsley
Virginia
$232K