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 %
OIA
1201
Optimum Investment Advisors
Illinois
$102K
WP
1202
WealthShield Partners
North Carolina
$101K -$55.9K -521 -36%
EBA
1203
Eagle Bay Advisors
New York
$96K +$96K +878 New
CFA
1204
Carroll Financial Associates
North Carolina
$93K -$2.44K -23 -3%
FFA
1205
Freedman Financial Associates
Massachusetts
$92K
IP
1206
Isthmus Partners
Wisconsin
$92K +$92K +858 New
NSB
1207
Norway Savings Bank
Maine
$89K +$13.8K +128 +18%
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K
LC
1209
Lindbrook Capital
California
$87K +$428 +4 +0.5%
WBC
1210
West Branch Capital
Massachusetts
$87K +$87K +810 New
BCFD
1211
Boit C.F. David
$86K +$86K +800 New
HWA
1212
Heritage Wealth Advisors
Virginia
$85.5K
PSB
1213
Piscataqua Savings Bank
New Hampshire
$84K
EAM
1214
Exos Asset Management
New York
$82K +$82K +769 New
JIR
1215
James Investment Research
Ohio
$81K -$54K -508 -40%
FMT
1216
First Mercantile Trust
Tennessee
$77K
TAIM
1217
TD Ameritrade Investment Management
Nebraska
$77K +$77K +723 New
SIM
1218
Sonora Investment Management
Arizona
$76K +$49.6K +462 +188%
FHC
1219
First Horizon Corporation
Tennessee
$75K -$426 -4 -0.6%
TCOV
1220
Trust Company of Vermont
Vermont
$75K +$10.7K +100 +17%
GWSG
1221
GPS Wealth Strategies Group
Colorado
$74K +$13.4K +125 +22%
GWS
1222
Glassman Wealth Services
Virginia
$73K +$5.55K +52 +8%
PFBT
1223
Parkside Financial Bank & Trust
Missouri
$70K -$7.23K -68 -9%
PO
1224
Private Ocean
California
$68K
FPB
1225
First PREMIER Bank
South Dakota
$64K