1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1176
Baystate Wealth Management
Massachusetts
$163K -$32.1K -300 -16%
SWA
1177
Sutton Wealth Advisors
Florida
$162K +$9.51K +89 +6%
WWM
1178
Wagner Wealth Management
South Carolina
$154K +$154K +1,440 New
CFB
1179
Cullen/Frost Bankers
Texas
$151K
SBL
1180
Sargent Bickham Lagudis
Colorado
$150K
1IA
1181
1834 Investment Advisors
Wisconsin
$147K -$107K -1,000 -42%
AIC
1182
Ayalon Insurance Company
Israel
$146K +$146K +1,350 New
DMBA
1183
Deseret Mutual Benefit Administrators
Utah
$146K +$146K +1,363 New
GTAM
1184
Global Trust Asset Management
Florida
$144K -$12.9K -121 -8%
CWP
1185
Concord Wealth Partners
Virginia
$136K +$6.72K +63 +5%
CC
1186
Corsicana & Co
Texas
$129K +$129K +1,210 New
TWA
1187
TCI Wealth Advisors
Arizona
$126K +$103K +970 +455%
AAP
1188
Arax Advisory Partners
Colorado
$125K +$125K +1,166 New
AWA
1189
Arkadios Wealth Advisors
Georgia
$120K -$2.13K -20 -2%
JFA
1190
JNBA Financial Advisors
Minnesota
$119K
CFG
1191
CKW Financial Group
Hawaii
$119K +$43.3K +400 +57%
BFEC
1192
Benjamin F. Edwards & Company
Missouri
$116K +$16.6K +155 +17%
IFAM
1193
Institutional & Family Asset Management
Colorado
$115K -$104K -976 -48%
CI
1194
CX Institutional
Indiana
$114K +$4.58K +43 +4%
AF
1195
Allworth Financial
California
$108K -$668K -6,235 -86%
CLOS
1196
Compagnie Lombard Odier SCmA
Switzerland
$107K -$289K -2,700 -73%
FGAM
1197
Financial Gravity Asset Management
Texas
$107K -$175 -1 Closed
AP
1198
Atwood & Palmer
Missouri
$107K
KPCM
1199
Kings Point Capital Management
New York
$107K
SAI
1200
Systematic Alpha Investments
New Jersey
$107K +$107K +960 New