1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
1301
West Paces Advisors
Georgia
$5.77K -$3.85K -36 -40%
TFM
1302
TFC Financial Management
Massachusetts
$5K
TIM
1303
Tortoise Investment Management
New York
$5K
EWA
1304
Evolution Wealth Advisors
Florida
$5K
MCM
1305
MV Capital Management
Maryland
$5K +$3.44K +31 +221%
CMBA
1306
C.M. Bidwell & Associates
Hawaii
$5K +$5K +49 New
RDWM
1307
Red Door Wealth Management
Tennessee
$5K +$5K +55 New
FFC
1308
First Financial Corp
Indiana
$4K
CCM
1309
Covington Capital Management
California
$4K +$4K +37 New
BWL
1310
Bogart Wealth LLC
Virginia
$4K +$4K +42 New
MF
1311
Magnetar Financial
Illinois
$3.8K +$3.8K +35,574 New
GFPC
1312
Global Financial Private Client
Florida
$3.68K
CWA
1313
Clearview Wealth Advisors
Oregon
$3K -$3K -30 -50%
JMF
1314
Johnson Midwest Financial
Iowa
$3K
PWP
1315
Personal Wealth Partners
Minnesota
$3K +$3K +24 New
FNBOSM
1316
First National Bank of South Miami
Florida
$3K +$3K +27 New
GEA
1317
Glen Eagle Advisors
New Jersey
$2.57K
HI
1318
Hudock Inc
Pennsylvania
$2K -$2.1K -21 -51%
JGIA
1319
Jackson Grant Investment Advisers
Connecticut
$2K
FBT
1320
First Bank & Trust
South Dakota
$2K
ONST
1321
Old North State Trust
North Carolina
$2K
CCMW
1322
Cypress Capital Management (Wyoming)
Wyoming
$2K
CFD
1323
Creative Financial Designs
Indiana
$2K
BA
1324
Bellwether Advisors
Nebraska
$2K
TFA
1325
Transamerica Financial Advisors
Florida
$1K -$2K -8 -67%