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 %
AWP
1151
Ascent Wealth Partners
New York
$217K +$217K +2,095 New
LC
1152
LCNB Corp
Ohio
$215K -$10.4K -100 -5%
BP
1153
BBR Partners
New York
$215K -$6.45K -62 -3%
JA
1154
JLB & Associates
Michigan
$215K
DBG
1155
De Burlo Group
Massachusetts
$214K
SNBOSCI
1156
Security National Bank of Sioux City Iowa
Iowa
$213K
LI
1157
LVZ Inc
Michigan
$213K
MW
1158
Marcum Wealth
Ohio
$213K +$1.87K +18 +0.9%
BJL
1159
Brighton Jones LLC
Washington
$213K +$13.7K +132 +7%
BFO
1160
Biltmore Family Office
North Carolina
$208K
CM
1161
Castleark Management
Illinois
$208K
MFW
1162
Meristem Family Wealth
Minnesota
$208K +$208K +2,007 New
WGAM
1163
Wilkinson Global Asset Management
New York
$207K -$122K -1,175 -37%
MPW
1164
Monterey Private Wealth
California
$206K -$5.62K -54 -3%
SOAMC
1165
Spirit of America Management Corp
New York
$202K
SXL
1166
Summit X LLC
Missouri
$201K +$201K +1,940 New
CA
1167
Claro Advisors
Massachusetts
$200K -$14.4K -139 -7%
CFO
1168
CVA Family Office
Colorado
$197K +$197K +1,900 New
AAM
1169
Advisors Asset Management
Colorado
$194K -$830 -8 -0.4%
BCFD
1170
Boit C.F. David
$192K
DGAM
1171
Desjardins Global Asset Management
Quebec, Canada
$186K +$186K +1,797 New
AAP
1172
Arax Advisory Partners
Colorado
$185K +$27.4K +264 +17%
ODG
1173
O'Dell Group
Ohio
$184K
NICM
1174
Neo Ivy Capital Management
New York
$178K -$602K -5,808 -77%
WTA
1175
Washington Trust Advisors
Massachusetts
$178K +$178K +1,721 New