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 %
LWM
1276
Liberty Wealth Management
California
$11K
WWM
1277
Wolff Wiese Magana
California
$9K -$1.94K -17 -18%
TVWM
1278
Tower View Wealth Management
Wisconsin
$9K
GLLW
1279
Graves Light Lenhart Wealth
Virginia
$9K
WQ
1280
Wealth Quarterback
New Jersey
$9K
PCG
1281
Private Capital Group
Connecticut
$9K +$1K +9 +13%
CFD
1282
Creative Financial Designs
Indiana
$9K +$7.03K +68 +358%
CCMIC
1283
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K
SSC
1284
Syverson Strege & Co
Iowa
$8K +$8K +72 New
RS
1285
Robeco Schweiz
Switzerland
$7.52K +$1.07K +9,820 +17%
BC
1286
Burleson & Co
California
$7K
RA
1287
Resolute Advisors
California
$7K
SWA
1288
SOA Wealth Advisors
New York
$6K -$200 -2 -3%
ADL
1289
Asset Dedication LLC
California
$6K
PP
1290
PrairieView Partners
Minnesota
$6K
TFGT
1291
TS Financial Group (TSFG)
Illinois
$6K
TFM
1292
TFC Financial Management
Massachusetts
$6K
LAS
1293
Lloyd Advisory Services
Georgia
$6K +$6K +55 New
RTL
1294
Red Tortoise LLC
Georgia
$6K +$6K +67 New
WPA
1295
West Paces Advisors
Georgia
$5.86K
TIM
1296
Tortoise Investment Management
New York
$5K
BWL
1297
Bogart Wealth LLC
Virginia
$5K
EWA
1298
Evolution Wealth Advisors
Florida
$5K
CMBA
1299
C.M. Bidwell & Associates
Hawaii
$5K
FFC
1300
First Financial Corp
Indiana
$4K