1,211 hedge funds and large institutions have $60.5B invested in Fiserv in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 468 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+49
Holders Change %
+4.22%
% of All Funds
24.89%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
468
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1251
Biltmore Wealth Management
Arizona
-$409K -3,535 Closed
PD
1252
Planning Directions
Pennsylvania
-$329K -3,460 Closed
CCM
1253
Consolidated Capital Management
California
-$323K -3,400 Closed
AG
1254
Algert Global
California
-$296K -3,116 Closed
LC
1255
Lubar & Co
Wisconsin
-$294K -3,100 Closed
SGCA
1256
Steel Grove Capital Advisors
Tennessee
-$293K -3,083 Closed
BRWM
1257
B. Riley Wealth Management
Tennessee
-$267K -2,810 Closed
PCMC
1258
Private Capital Management (Colorado)
Colorado
-$256K -2,700 Closed
AII
1259
AGF Investments Inc
Ontario, Canada
-$249K -2,626 Closed
LOAMS
1260
Lombard Odier Asset Management (Switzerland)
Switzerland
-$247K -2,599 Closed
BHTS
1261
Bar Harbor Trust Services
Maine
-$234K -2,465 Closed
SYBT
1262
Stock Yards Bank & Trust
Kentucky
-$228K -2,400 Closed
GFP
1263
Gryphon Financial Partners
Ohio
-$224K -2,363 Closed
CAM
1264
Claret Asset Management
Quebec, Canada
-$208K -2,192 Closed
PWPS
1265
Pinnacle Wealth Planning Services
Ohio
-$200K -2,115 Closed
WG
1266
Welch Group
Alabama
-$192K -2,022 Closed
CBT
1267
Capital Bank & Trust
California
-$135K -1,417 Closed
AT
1268
Arden Trust
Delaware
-$123K -1,300 Closed
EP
1269
Eudaimonia Partners
Tennessee
-$94K -993 Closed
CLOS
1270
Compagnie Lombard Odier SCmA
Switzerland
-$85K -900 Closed
SMFS
1271
Squar Milner Financial Services
California
-$76K -801 Closed
CAN
1272
Claraphi Advisory Network
United States
-$75K -786 Closed
PCM
1273
Pinz Capital Management
New York
-$68K -720 Closed
WAP
1274
Wealthcare Advisory Partners
Pennsylvania
-$60K -632 Closed
FRA
1275
Front Row Advisors
California
-$65K -627 Closed