1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
1251
Leelyn Smith
Illinois
$20K +$20K +167 New
TCWM
1252
Total Clarity Wealth Management
Illinois
$20K +$20K +170 New
CA
1253
Crewe Advisors
Utah
$19K +$3.94K +33 +26%
BDWM
1254
Brewin Dolphin Wealth Management
Ireland
$18.8K +$18.8K +158 New
TFS
1255
TrustCore Financial Services
Tennessee
$18K
HDIM
1256
Hanson & Doremus Investment Management
Vermont
$18K
WCM
1257
Wealthcare Capital Management
Virginia
$18K +$18K +151 New
M
1258
MOTCO
Texas
$17K -$12K -102 -41%
CMA
1259
Cedar Mountain Advisors
Oregon
$16K
MLFP
1260
MPS Loria Financial Planners
Illinois
$16K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1261
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15K -$6.8M -56,177 -100%
RWB
1262
RMR Wealth Builders
New Jersey
$15K -$9.81K -85 -40%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$15K +$1.85K +16 +14%
PB
1264
Pinnacle Bancorp
Nebraska
$15K +$15K +129 New
CFN
1265
Cordasco Financial Network
Florida
$14K
TF
1266
Tompkins Financial
New York
$14K
PP
1267
PrairieView Partners
Minnesota
$14K +$14K +120 New
AWM
1268
Accel Wealth Management
Iowa
$14K +$14K +120 New
ACM
1269
Allred Capital Management
Texas
$13.2K +$13.2K +111 New
BFC
1270
Bedel Financial Consulting
Indiana
$13K
IAS
1271
IMA Advisory Services
Colorado
$13K
HWA
1272
HHM Wealth Advisors
Tennessee
$13K
COCM
1273
Charter Oak Capital Management
New Hampshire
$12K
TC
1274
Trust Company
Kansas
$12K
BAMG
1275
Brand Asset Management Group
Missouri
$11K