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 %
SWA
1176
Sutton Wealth Advisors
Florida
$170K -$1.55K -13 -0.9%
CFB
1177
Cullen/Frost Bankers
Texas
$168K +$13.2K +111 +9%
SBL
1178
Sargent Bickham Lagudis
Colorado
$167K
JIR
1179
James Investment Research
Ohio
$151K +$4.76K +40 +3%
CWP
1180
Concord Wealth Partners
Virginia
$144K +$11.4K +96 +9%
WAP
1181
Wealthcare Advisory Partners
Pennsylvania
$144K +$144K +1,208 New
AWA
1182
Arkadios Wealth Advisors
Georgia
$136K +$355 +3 +0.3%
JFA
1183
JNBA Financial Advisors
Minnesota
$133K -$6.33K -53 -5%
NFG
1184
Next Financial Group
Texas
$130K -$30.6K -257 -19%
CI
1185
CX Institutional
Indiana
$122K +$26.6K +224 +28%
AP
1186
Atwood & Palmer
Missouri
$119K
KPCM
1187
Kings Point Capital Management
New York
$119K +$35.7K +300 +43%
OIA
1188
Optimum Investment Advisors
Illinois
$113K +$35.7K +300 +46%
BFEC
1189
Benjamin F. Edwards & Company
Missouri
$110K
CFA
1190
Carroll Financial Associates
North Carolina
$107K +$3.21K +27 +3%
FFA
1191
Freedman Financial Associates
Massachusetts
$103K
LWANC
1192
Laurel Wealth Advisors (North Carolina)
North Carolina
$97K +$28.2K +238 +41%
LC
1193
Lindbrook Capital
California
$96K +$6.04K +51 +7%
HWA
1194
Heritage Wealth Advisors
Virginia
$95.2K +$95.2K +800 New
PSB
1195
Piscataqua Savings Bank
New Hampshire
$94K +$94K +786 New
PFBT
1196
Parkside Financial Bank & Trust
Missouri
$86K -$3.32K -28 -4%
FMT
1197
First Mercantile Trust
Tennessee
$86K +$9.56K +80 +13%
FHC
1198
First Horizon Corporation
Tennessee
$84K -$15.2K -128 -15%
NSB
1199
Norway Savings Bank
Maine
$83K
CFG
1200
CKW Financial Group
Hawaii
$83K +$47.4K +400 +133%