1,211 hedge funds and large institutions have $60.5B invested in Fiserv in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 468 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+49
Holders Change %
+4.22%
% of All Funds
24.89%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
468
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
1126
MilWealth Group
Wisconsin
$44.1K
KPW
1127
Kore Private Wealth
New York
$44K +$8.68K +89 +25%
FMP
1128
Financial Management Professionals
Texas
$44K +$14.2K +144 +48%
IWP
1129
IAG Wealth Partners
Wisconsin
$40K +$9.88K +100 +33%
ETC
1130
Exchange Traded Concepts
Oklahoma
$40K +$40K +408 New
FCA
1131
FinTrust Capital Advisors
South Carolina
$39K -$2.15K -22 -5%
RFA
1132
Reilly Financial Advisors
California
$38K -$881 -9 -2%
ADL
1133
Asset Dedication LLC
California
$34K
AWM
1134
Avondale Wealth Management
Texas
$34K
BFIM
1135
Beese Fulmer Investment Management
Ohio
$34K +$34K +349 New
SLF
1136
Sun Life Financial
Ontario, Canada
$33K +$681 +7 +2%
SIAS
1137
Shine Investment Advisory Services
Colorado
$32K -$74.7K -756 -70%
PWMG
1138
Prestige Wealth Management Group
New Jersey
$31K -$28.7K -292 -48%
VEA
1139
Virtus ETF Advisers
New York
$31K
VCM
1140
Versant Capital Management
Arizona
$30K -$1.85K -19 -6%
WEC
1141
Winslow Evans & Crocker
Massachusetts
$29K -$49K -500 -63%
SC
1142
Steph & Co
Wisconsin
$29K -$1.99K -20 -6%
CFN
1143
Cordasco Financial Network
Florida
$27K
SIS
1144
Sound Income Strategies
Florida
$26K
CI
1145
CX Institutional
Indiana
$25K +$12.8K +132 +105%
RG
1146
Retirement Group
California
$25K +$25K +260 New
EARNEST Partners
1147
EARNEST Partners
Georgia
$24K -$5.56K -57 -19%
SL
1148
Savior LLC
Massachusetts
$23K
WLPWM
1149
Walled Lake Planning & Wealth Management
Illinois
$23K
NIMC
1150
NWQ Investment Management Company
California
$22K -$2.49K -25,462 -10%