1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
1301
Creative Financial Designs
Indiana
$10K +$645 +6 +7%
JRFS
1302
James Reed Financial Services
Ohio
$10K +$10K +101 New
GLLW
1303
Graves Light Lenhart Wealth
Virginia
$9K
TVWM
1304
Tower View Wealth Management
Wisconsin
$9K
PCG
1305
Private Capital Group
Connecticut
$8K -$203 -2 -2%
CCMIC
1306
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K
WWM
1307
Wolff Wiese Magana
California
$8K
BBPWM
1308
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +75 New
SWA
1309
SOA Wealth Advisors
New York
$6K
PP
1310
PrairieView Partners
Minnesota
$6K
TFGT
1311
TS Financial Group (TSFG)
Illinois
$6K
ADL
1312
Asset Dedication LLC
California
$6K +$600 +6 +11%
NIC
1313
Northwest Investment Counselors
Oregon
$6K +$6K +57 New
M1FG
1314
Mach-1 Financial Group
Arkansas
$6K +$6K +58 New
WPA
1315
West Paces Advisors
Georgia
$5.61K
BDWM
1316
Brewin Dolphin Wealth Management
Ireland
$5K -$11.5K -110 -70%
TFM
1317
TFC Financial Management
Massachusetts
$5K
TIM
1318
Tortoise Investment Management
New York
$5K
FWM
1319
Focused Wealth Management
New York
$5K +$5K +50 New
AWM
1320
Activest Wealth Management
Florida
$5K +$5K +51 New
HVM
1321
Harvest Volatility Management
Connecticut
$4.18K +$1.01K +9,742 +32%
FFC
1322
First Financial Corp
Indiana
$4K
BWL
1323
Bogart Wealth LLC
Virginia
$4K
ACK
1324
Andrew C. Karlinski
$4K +$4K +34 New
SC
1325
Sierra Capital
Florida
$4K +$4K +40 New