1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
YC
1126
Yarbrough Capital
Tennessee
$246K +$246K +2,370 New
TPCW
1127
TD Private Client Wealth
New York
$245K -$6.23K -60 -2%
BDF
1128
Balasa Dinverno & Foltz
$245K -$7.67K -74 -3%
WP
1129
WealthPLAN Partners
Nebraska
$243K -$21.2K -200 -8%
SCM
1130
Schnieders Capital Management
California
$242K +$242K +2,331 New
PGAM
1131
Princeton Global Asset Management
New Jersey
$239K
WWM
1132
Western Wealth Management
Colorado
$239K +$239K +2,374 New
CCM
1133
Chickasaw Capital Management
Tennessee
$236K -$31.4K -303 -12%
SCA
1134
Stonebridge Capital Advisors
Minnesota
$236K +$6.84K +66 +3%
CA
1135
CoreCap Advisors
Michigan
$235K +$235K +2,260 New
SBH
1136
Segall Bryant & Hamill
Illinois
$234K -$132K -1,266 -36%
BPWM
1137
Badgley Phelps Wealth Managers
Washington
$231K -$15.7K -151 -6%
FWM
1138
Fairhaven Wealth Management
Illinois
$231K
RT
1139
Rockland Trust
Massachusetts
$230K +$230K +2,217 New
Acadian Asset Management
1140
Acadian Asset Management
Massachusetts
$229K
PIM
1141
Penobscot Investment Management
Massachusetts
$228K
RPSA
1142
Richard P. Slaughter Associates
Texas
$228K
SC
1143
Sepio Capital
Utah
$227K -$28.2K -272 -11%
SIA
1144
Schechter Investment Advisors
Michigan
$226K +$226K +2,185 New
OCM
1145
Osterweis Capital Management
California
$224K
TSW
1146
Thompson Siegel & Walmsley
Virginia
$222K
NAM
1147
NTV Asset Management
West Virginia
$221K
ACM
1148
Advisors Capital Management
New Jersey
$221K +$4.87K +47 +2%
UCI
1149
Uncommon Cents Investing
Wisconsin
$218K
GA
1150
Geller Advisors
New York
$217K +$311 +3 +0.1%