1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
1176
Ayalon Insurance Company
Israel
$148K
BWM
1177
Baystate Wealth Management
Massachusetts
$147K -$18.6K -171 -11%
IAIM
1178
International Assets Investment Management
Florida
$140K -$57.5K -8,660 -29%
1IA
1179
1834 Investment Advisors
Wisconsin
$138K -$10.8K -100 -7%
HIIFS
1180
Harel Insurance Investments & Financial Services
Israel
$134K -$354K -3,272 -73%
TWA
1181
TCI Wealth Advisors
Arizona
$129K +$326 +3 +0.3%
CWP
1182
Concord Wealth Partners
Virginia
$127K -$11.7K -108 -8%
EBA
1183
Eagle Bay Advisors
New York
$123K +$28.2K +261 +30%
WOSD
1184
WFA of San Diego
California
$123K +$123K +1,130 New
CFG
1185
CKW Financial Group
Hawaii
$121K
GTAM
1186
Global Trust Asset Management
Florida
$118K -$28.8K -265 -20%
IFAM
1187
Institutional & Family Asset Management
Colorado
$117K
AF
1188
Allworth Financial
California
$116K +$6.41K +59 +6%
KPCM
1189
Kings Point Capital Management
New York
$109K
FGAM
1190
Financial Gravity Asset Management
Texas
$109K -$107K
AP
1191
Atwood & Palmer
Missouri
$109K
CLOS
1192
Compagnie Lombard Odier SCmA
Switzerland
$109K
NFG
1193
Next Financial Group
Texas
$106K -$131K -1,204 -55%
GWSG
1194
GPS Wealth Strategies Group
Colorado
$99K +$24K +221 +32%
CFA
1195
Carroll Financial Associates
North Carolina
$97K +$2.58K +24 +3%
SFO
1196
Standard Family Office
South Dakota
$95K -$344K -3,171 -78%
FFA
1197
Freedman Financial Associates
Massachusetts
$94K
PFBT
1198
Parkside Financial Bank & Trust
Missouri
$93K +$21.8K +202 +31%
SAI
1199
Systematic Alpha Investments
New Jersey
$92K -$2.76K -28 -3%
LC
1200
Lindbrook Capital
California
$91K +$2.82K +26 +3%