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 %
CIA
1276
CSat Investment Advisory
Michigan
$11K +$1.15K +10 +12%
WPA
1277
West Paces Advisors
Georgia
$10.7K
LWM
1278
Liberty Wealth Management
California
$10K
TVWM
1279
Tower View Wealth Management
Wisconsin
$10K
APC
1280
Aspire Private Capital
North Carolina
$10K +$2.68K +22 +37%
GLLW
1281
Graves Light Lenhart Wealth
Virginia
$10K +$2.74K +23 +38%
MWP
1282
Meridian Wealth Partners
Pennsylvania
$10K +$10K +82 New
CCMIC
1283
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9K +$9K +75 New
CCC
1284
Crescent Capital Consulting
Louisiana
$9K +$9K +79 New
WWM
1285
Wolff Wiese Magana
California
$8K
BC
1286
Burleson & Co
California
$8K +$8K +68 New
PSIWM
1287
Paradigm Strategies in Wealth Management
Minnesota
$8K +$8K +70 New
RA
1288
Resolute Advisors
California
$8K +$7.28K +173 +1,018%
CWA
1289
Clearview Wealth Advisors
Oregon
$7K
SWA
1290
SOA Wealth Advisors
New York
$7K +$1.24K +11 +22%
RCM
1291
Regency Capital Management
Hawaii
$7K +$7K +63 New
TFGT
1292
TS Financial Group (TSFG)
Illinois
$6K -$5.44K -49 -48%
M1FG
1293
Mach-1 Financial Group
Arkansas
$6K -$2.38K -23 -28%
TFM
1294
TFC Financial Management
Massachusetts
$6K
TIM
1295
Tortoise Investment Management
New York
$6K
EWA
1296
Evolution Wealth Advisors
Florida
$5K
GFPC
1297
Global Financial Private Client
Florida
$4.15K
PCG
1298
Private Capital Group
Connecticut
$4K -$5.6K -42 -58%
FFC
1299
First Financial Corp
Indiana
$4K
HI
1300
Hudock Inc
Pennsylvania
$4K