1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
1151
Sandy Spring Bank
Maryland
$219K -$34K -286 -13%
CS
1152
Comerica Securities
Michigan
$219K +$2.86K +24 +1%
EI
1153
Ellevest Inc
New York
$218K -$5.61K -47 -3%
BWM
1154
Baystate Wealth Management
Massachusetts
$217K -$121K -1,014 -36%
SAM
1155
Silvercrest Asset Management
New York
$216K -$243K -2,046 -53%
CIAS
1156
Capital Investment Advisory Services
North Carolina
$215K -$595 -5 -0.3%
DC
1157
Derby & Company
Massachusetts
$214K
AAM
1158
Advisors Asset Management
Colorado
$214K +$214K +1,798 New
IMF
1159
Infini Master Fund
Hong Kong
$211K +$211K +1,830 New
ICM
1160
Infini Capital Management
Hong Kong
$211K +$211K +1,830 New
WA1
1161
Wimmer Associates 1
California
$210K +$210K +1,760 New
PCM
1162
Penserra Capital Management
California
$207K +$52.8K +446 +34%
HCM
1163
Hengehold Capital Management
Ohio
$207K +$207K +1,736 New
MW
1164
Marcum Wealth
Ohio
$207K +$207K +1,737 New
IWA
1165
IVC Wealth Advisors
Pennsylvania
$207K +$207K +1,740 New
WG
1166
Welch Group
Alabama
$206K -$32.4K -272 -14%
MPW
1167
Monterey Private Wealth
California
$202K +$202K +1,600 New
Two Sigma Investments
1168
Two Sigma Investments
New York
$202K +$202K +1,695 New
BWG
1169
Beta Wealth Group
California
$202K +$202K +1,700 New
SAS
1170
Sanford Advisory Services
Michigan
$200K +$200K +1,678 New
BCA
1171
Berman Capital Advisors
Georgia
$191K +$34.6K +291 +22%
BAM
1172
Bellevue Asset Management
Washington
$184K
GTAM
1173
Global Trust Asset Management
Florida
$175K +$20.6K +173 +13%
FF
1174
FourThought Financial
Florida
$174K
WP
1175
WealthShield Partners
North Carolina
$174K +$174K +1,463 New