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 %
IWP
1226
IAG Wealth Partners
Wisconsin
$44K
CCA
1227
Catalyst Capital Advisors
New York
$43K -$1.41K -13 -3%
BCM
1228
Blume Capital Management
California
$43K
FCA
1229
FinTrust Capital Advisors
South Carolina
$43K
RFA
1230
Reilly Financial Advisors
California
$42K -$4.44K -41 -10%
JWA
1231
JFS Wealth Advisors
Pennsylvania
$42K
CFA
1232
Cahill Financial Advisors
Minnesota
$41K +$41K +372 New
OC
1233
Oakworth Capital
Alabama
$39K +$27.2K +250 +229%
PWMG
1234
Prestige Wealth Management Group
New Jersey
$37K +$2.31K +21 +7%
HA
1235
Herold Advisors
New York
$37K +$37K +350 New
AS
1236
Altshuler Shaham
Israel
$35K +$5.09K +47 +17%
SIS
1237
Sound Income Strategies
Florida
$33K +$541 +5 +2%
TFIPS
1238
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.6K
VCM
1239
Versant Capital Management
Arizona
$32K -$3.3K -30 -9%
DCM
1240
Disciplina Capital Management
Tennessee
$31.6K +$7.38K +68 +30%
BIA
1241
Bell Investment Advisors
California
$31K +$31K +285 New
M
1242
MOTCO
Texas
$30K -$257K -2,411 -90%
EARNEST Partners
1243
EARNEST Partners
Georgia
$27K
WLPWM
1244
Walled Lake Planning & Wealth Management
Illinois
$26K
CH
1245
Canton Hathaway
Rhode Island
$26K +$26K +240 New
Nisa Investment Advisors
1246
Nisa Investment Advisors
Missouri
$23.6K -$145 -1,340 -0.6%
Loomis, Sayles & Company
1247
Loomis, Sayles & Company
Massachusetts
$22K +$108 +1 +0.5%
JWM
1248
Janiczek Wealth Management
Colorado
$22K +$3.43K +31 +18%
PCH
1249
Polar Capital Holdings
United Kingdom
$20.4K -$4.52K -41,643 -18%
AWM
1250
AllSquare Wealth Management
New York
$20K